Aegis Vopak Terminals Limited — PPTs, 06-11-2025: Investor Presentation

AVTL delivered a robust Q2 FY26: Revenue soared 26% YoY to ₹187.63 Cr, while PAT surged an impressive 142% to ₹53.94 Cr. EBITDA also grew 26% to ₹137.45 Cr, reflecting strong operational performance, with liquid terminalling leading revenue contribution at 56.5%. H1 FY26 saw operating cash flow of ₹2,814 Cr, fueling growth.

The company is in expansion mode: it's acquiring a 75% stake in Hindustan Aegis LPG Ltd (HALPG), adding 25,000 MT LPG capacity and securing an East Coast presence. New LPG terminals at Pipavav and Mangalore are now revenue-generating. A major ₹1,675 Cr expansion at JNPA is underway, along with India's first independent 36,000 MT ammonia terminal at Pipavav, set for Q1 FY27.

AVTL is strategically targeting USD 1.2 Billion in capex by FY27 and USD 5 Billion by 2030 to bolster its network, explore new ports, and invest in alternative energy infrastructure like hydrogen. Management is confident in sustained demand for LPG and chemicals.