Aegis Logistics Limited — Investor Meet, 15-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Aegis Logistics delivered an outstanding FY26: Revenue up 23% to ₹8,333 Cr, EBITDA up 36% to ₹1,599 Cr, and PAT surged 41% to ₹1,107 Cr, crossing the ₹1,000 Cr milestone. Q4 also saw strong 50%+ growth across key metrics.

LPG distribution margins are strong at ₹7,000/ton, deemed sustainable by management due to volume growth and procurement efficiency. Cash and investments hit ₹5,939 Cr. The company outlines a significant $5 billion capex plan through 2030 for terminals, including new ammonia facilities with strategic partners. Operational expansions are underway across multiple ports, bolstering India's energy infrastructure. Management's outlook for FY27 remains positive, focusing on continued momentum and strategic opportunities.