Aegis Logistics Limited — Investor Meet, 13-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Aegis Logistics delivered a strong Q2 FY26: revenue up 31% to INR 2,294 crore, EBITDA surged 46% to INR 347 crore, and PAT jumped 61% to INR 244 crore. This was driven by record LPG throughput and 49% growth in distribution volumes. Management is bullish, confirming 30% distribution volume CAGR and exceeding 25% overall growth targets for FY22-27. Strategic expansion is underway with significant CAPEX including JNPT (INR 1,675 crore) and a potential INR 20,000 crore investment in Vadhavan Port, alongside new ammonia terminals. The company remains focused on operational efficiency and infrastructure development, with a confident outlook.