Aegis Logistics Limited — PPTs, 30-05-2026: Investor Presentation

Aegis Logistics posted robust full-year FY26 results with revenue up 23% to Rs 8,333 Cr and profit after tax (PAT) soaring 41% to Rs 1,107 Cr. Normalized EBITDA grew 36% to Rs 1,599 Cr. The Gas Division was a standout, achieving its highest-ever EBITDA (up 68% to Rs 1,131 Cr) driven by record volumes. Liquids Division EBITDA dipped 5% to Rs 472 Cr for the year, though Q4 saw sequential revenue/EBITDA growth.

The company's core strategy involves expanding its "Necklace of Terminals" network, aiming to be India's leading tank terminal and LPG operator. "Project GATI" outlines future growth via Greenfield/Brownfield expansions, potential M&A, and new energy ventures, alongside rapidly growing its LPG distribution.

Significant capacity additions are underway, with 61,000 KL liquid capacity at Mumbai Port and the first phase of new liquid capacity at JNPA both expected to be commissioned in H1 FY27. Full-year EPS reached 25.59, demonstrating a 5-year CAGR of 32%. A strong liquidity reserve of Rs 5,939 Cr positions the company for future growth. Aegis is focused on supporting India's sustainable energy transition through safe and efficient logistics, with strategic expansions underscoring a positive future trajectory.