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Aegis Vopak Terminals Ltd

Q4 FY26Oil

AEGISVOPAK Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹238
Market cap₹21.9K Cr
P/E107.1
Updated20 Jun 2026
Read4 min read

What the Q4 FY26 call signalled

3 of 4 strong

RevenueGood growth
MarginMargins steady
CapexCapex planned
FundraiseFundraise planned

The short version

- Expecting 30% to 40% year-on-year growth in throughput volume for the current year (FY27). - Revenue from operations grew 17% YoY in FY26, driven by capacity additions and improving product mix.

From Aegis Vopak Terminals Ltd's Q4 FY26 earnings-call transcript · updated 20 Jun 2026.

Revenue & Sales Performance

Good growth
  • Expecting 30% to 40% year-on-year growth in throughput volume for the current year (FY27).
  • Revenue from operations grew 17% YoY to INR 923.1 crores in FY26, with liquid terminaling up 27.8% and gas terminaling up 8.6%.
  • Operating EBITDA increased 19.4% and net profit by 52.1% in FY26, reflecting improved operating leverage.
  • Expansion projects like the JNPT liquid capacity (318,000 CBM) to be commissioned mostly by H1 FY27, enhancing revenue.
  • LPG terminal throughput and efficiency expected to grow with new jetty and multi-modal evacuation pipelines (e.g., Kandla-Gorakhpur, Jamnagar-Loni).

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Profitability & Margins

See what Aegis Vopak Terminals Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • Planned capex pipeline of approximately USD 5 billion by 2030, aligned with traditional energy and emerging energy transition value chains.
  • Capex expected to increase pace over next few years, with around USD 1.2 billion spent by end of next year (FY27).
  • Expansion includes adding liquid storage, LPG capacity, and new terminals across multiple ports (JNPT, Pipavav, Mangalore, Kochi, Kandla, Haldia).
  • New projects: Independent ammonia terminal at Pipavav with 15-year take-or-pay agreement; cryogenic LPG terminals commissioned at Mangalore and Pipavav.
  • Memorandum of Understanding signed with Larsen & Toubro for ammonia terminal joint development at Kandla.
  • Plans for strategic storage, industrial terminals, and expansion into ethane, propylene, and natural gas infrastructure.

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Top-ranked in Oil

Ranked on what management guided this quarter

Guidance-ranked
1Asian Energy
Rev 2Mar 1
2Deep Industries
Rev 2Mar 2
3
Rev 2Mar 3
4
Rev 3Mar 3
5
Rev 3Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Aegis Vopak Terminals Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript does not explicitly mention the current or expected order book or pending orders in numerical terms. However, relevant information on growth and future commitments includes: - A planned capex pipeline of approximately USD 5 billion by 2030, reflecting robust investment commitments. - Expansion projects underway, such as the JNPT liquid storage expansion (318,100 CBM) and LPG capacity additions. - Commissioning of the largest cryogenic third-party ammonia terminal expected soon, signaling new business lines. - Long-term contract secured with Hindustan Zinc for one-third capacity of ammonia terminal for 15 years. - Expansion from 7 to 12 ports by 2030, indicating broadening operational footprint.

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Aegis Vopak Terminals Ltd — Quarterly revenue & net profit

Revenue Net profit
Sep 2024Q2 FY25
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26

Q4 FY26 figures are not in this chart yet. Latest shown: Dec 2025 (Q3 FY26). The Q4 FY26 numbers from the filing are in the analysis on this page.

Reported quarterly figures (₹ Cr). Latest (Q3 FY26): revenue ₹197 Cr, net profit ₹62 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Aegis Vopak Terminals Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Aegis Vopak Terminals Ltd Q1 FY27 results?

- Expecting 30% to 40% year-on-year growth in throughput volume for the current year (FY27). - Revenue from operations grew 17% YoY in FY26, driven by capacity additions and improving product mix.

What is Aegis Vopak Terminals Ltd share price analysis?

Aegis Vopak Terminals Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 107.1 with a market cap of ₹21,907. Investors should review the full earnings analysis for detailed insights.

Is Aegis Vopak Terminals Ltd planning capital expenditure?

- Planned capex pipeline of approximately USD 5 billion by 2030, aligned with traditional energy and emerging energy transition value chains.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.