Aegis Vopak Terminals Limited — Investor Meet, 11-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

AVTL Q2 FY26 revenue rose 26.2% YoY to 187.6 Cr, with PAT soaring 141.8% to 53.9 Cr, boosted by new capacity and lower interest costs. H1 saw revenue at 351.6 Cr (+16.2%) and PAT at 101.6 Cr (+111.4%).

New LPG terminals at Pipavav and Mangalore are revenue-generating. AVTL plans to acquire 75% of HALPG (Haldia) for East Coast entry. Major expansions include JNPA (1,675 Cr CAPEX) and Kandla (pipeline, VLGC). First Ammonia Terminal at Pipavav nearing completion. Management aims for USD 1.2 billion CAPEX by next year, confident on long-term growth and market leadership.