Aegis Logistics Limited — PPTs, 07-08-2025: Investor Presentation

Here is the summary:

**1. Financial Highlights:**

Aegis Logistics' Q1 FY26 Normalized EBITDA rose 2% YoY to Rs. 256 Cr, with PAT up 11% to Rs. 175 Cr. Gas Division achieved its highest Q1 EBITDA (+6% YoY) from record logistics volumes. For FY25, Normalized EBITDA jumped 16% YoY to Rs. 1173 Cr, and PAT increased 17% to Rs. 788 Cr.

**2. Strategic Initiatives & Growth Drivers:**

Expansion plans include Phase 2 Capex at JNPT for LPG/liquid capacity and a bottling plant. New liquid terminal capacity at Kandla and an Ammonia storage terminal at Pipavav are underway. "Project GATI" outlines future greenfield, brownfield, and new energy investments.

**3. Business Developments:**

Key developments: successful listing of Aegis Vopak Terminal Limited (AVTL) (bank borrowings repaid). Largest LPG Capex completed. JNPT Liquids Terminal fully commissioned, enhancing Mumbai port presence. Liquids expansions at Kandla, Mangalore, and Kochi are complete.

**4. Market Position & Competitive Advantage:**

India's largest LPG Terminal Operator, Aegis leverages a "Necklace of Terminals" across key ports. Unique railway connectivity for LPG evacuation and an integrated supply chain provide a competitive edge.

**5. Investor Implications:**

Strong operational performance and aggressive expansion signal positive growth potential. Capacity additions and diversification into new areas like Ammonia are key growth drivers.