Aegis Vopak Terminals Limited — PPTs, 06-08-2026: Investor Presentation

Here is the summary based on the investor presentation:

1. **Business Performance:** Aegis Vopak Terminals (AVTL) delivered strong operational improvement in Q1FY27. Both Liquid and Gas terminalling segments contributed positively, with Liquid terminalling forming 54.1% of total revenue and Gas terminalling 45.9%.

2. **Growth Drivers or Strategy:** AVTL aims to strategically expand its network capacity at existing terminals and explore new emerging ports across India. A significant focus is on investing in capabilities for alternative energies such as ammonia and hydrogen.

3. **Recent Developments:** The company announced new projects, including an upcoming 51,998 MT refrigerated LPG storage tank in JNPA and a 49,577 cbm liquid storage tank in Kochi. AVTL also acquired a 75% stake in Hindustan Aegis LPG Ltd, enhancing its pan-India LPG infrastructure and East Coast presence.

4. **Key Financial Metrics:** For Q1FY27, revenue from operations grew 12.4% YoY to ₹233.8 Cr. EBITDA increased 15.6% YoY to ₹179.4 Cr, and Cash PAT rose 3.6% YoY to ₹124.9 Cr.

5. **Management Commentary / Outlook:** Management plans a capex of $1.2 billion by next year, targeting $5 billion by 2030-31, funded by internal accruals and prudent debt. The company sees attractive market opportunities in chemicals, LPG, and ammonia, supported by India's robust energy demand growth.