Aegis Logistics

AEGISLOG

NSE

BSE

SectorOil & Gas

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Company insights, generated from the most recent coverage.

Stock down 4.88% today as investors book profits after a 60% rally in 3 months post-blockbuster Q1 FY27 results.
15-year take-or-pay agreement with Hindustan Zinc for ammonia terminal provides strong long-term revenue visibility.
Transfer of Pipavav Ammonia Terminal to subsidiary ATPL for ₹525 Cr raises concerns about cash flows moving away from the parent entity, creating short-term overhang.

The Quarter story

The two most recent quarterly results, compared side-by-side.

Aegis Logistics delivers strong profit growth and operational leverage, though freight and sourcing volumes face headwinds.

Normalized EBITDA rises from ₹256 Cr in Q1 FY26 to ₹727 Cr in Q1 FY27 over five quarters, highlighting robust operational leverage.

Logistics volume declines from 1,407 MT in Q2 FY26 to 1,124 MT in Q1 FY27 over three quarters, indicating softening freight demand.

Profit After Tax expands from ₹175 Cr in Q1 FY26 to ₹545 Cr in Q1 FY27, demonstrating accelerated profitability.

Sourcing volume slips from 208 MT in Q2 FY26 to 121 MT in Q1 FY27, reflecting reduced procurement activity.

Gas Division EBITDA surges from ₹150 Cr in Q1 FY26 to ₹591 Cr in Q1 FY27, highlighting strong segment profitability.

Tax provisions increase from ₹53 Cr in Q1 FY26 to ₹174 Cr in Q1 FY27, aligning with higher taxable income but requiring monitoring.

Revenue climbs from ₹1,719 Cr in Q1 FY26 to ₹2,357 Cr in Q1 FY27, indicating resilient demand recovery.

EPS rises from ₹3.74 in Q1 FY26 to ₹13.80 in Q1 FY27, confirming strong earnings momentum.

About the company

Aegis Logistics Limited is an integrated oil, gas, and chemical logistics company in India. It operates in two main segments: Liquid Terminal Division and Gas Terminal Division. The company imports and distributes Liquified Petroleum Gas (LPG), provides storage and terminalling facilities for LPG and chemical products, and operates shore-based tank farm installations for handling bulk liquids. Aegis has storage facilities in Mumbai, Haldia, Kandla, Pipavav, and Mangalore. The company distributes LPG cylinders and appliances to domestic, commercial, and industrial customers through a network of distributors. Aegis has expanded its operations over the years, including commissioning new terminals, increasing storage capacities, and forming strategic partnerships. Recent developments include the operationalization of a new LPG terminal at Kandla, commissioning of a Pipavav LPG Bottling Plant, and expansion of liquid terminals at Haldia.

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