Aegis Vopak Terminals Limited — PPTs, 07-08-2026: Investor Presentation

Aegis Vopak Terminals (AVTL) reported Q1FY27 revenue of 233.8 Cr, up 12.4% year-on-year. EBITDA climbed 15.6% to 179.4 Cr. However, net profit (PAT) saw an 11.9% decrease to 69.41 Cr, primarily due to higher depreciation and finance costs. Liquid terminalling revenue was a strong performer, surging 30.6%, while Gas terminalling revenue dipped slightly by 3.5%.

AVTL is actively expanding, announcing upcoming projects including a 51,998 MT LPG storage tank in JNPA and a 49,577 cbm liquid storage tank in Kochi. The company also acquired a 75% stake in Hindustan Aegis LPG Ltd, boosting total LPG capacity to 225,800 MT and gaining the key Haldia terminal with an exclusive HPCL agreement until FY2038.

Management's forward view includes reaching 1.2 billion dollars in capex by next year, targeting 5 billion dollars by 2030-31, funded by internal accruals and debt. The strategy focuses on expanding existing terminals, entering new locations for alternative energies like ammonia and hydrogen, and exploring inorganic growth to capitalize on India's strong market opportunities.