Aegis Vopak Terminals Limited — Investor Meet, 05-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Aegis Vopak Terminals delivered robust Q3 FY26, with revenue up 22.3% to INR197.5 Cr and profit surging 62.7% to INR61.5 Cr, fueled by liquid terminalling and new capacity. Nine-month profit soared 90% to INR163.2 Cr. Key operational highlights include new LPG terminals, HALPG acquisition (Haldia entry), Kandla VLGC operations, and pipeline connections (JLPL, KGPL) expected to boost Q4 volumes. A 15-year take-or-pay petroleum contract at Pipavav and India's first ammonia terminal are underway. A $5 billion capex plan by 2030 underscores significant growth ambitions. Management anticipates a strong Q4.