Q3 2026 Aegis Logistics Ltd Earnings Call Transcript
Key Points
- Aegis Logistics Ltd (BOM:500003) reported a 13% year-on-year growth in revenue from operations for the nine months ended December 31, 2025, reaching INR5,739 crore.
- The company achieved a record EBITDA in both the Liquids and Gas divisions, with a 26% increase in normalized EBITDA to INR929 crore.
- Profit after tax rose by 39% to INR652 crore compared to the previous year, highlighting strong financial performance.
- The company effectively utilized IPO proceeds to pay down outstanding debt, improving its financial position.
- Aegis Logistics Ltd (BOM:500003) is on track with its infrastructure development projects, including new liquid and LPG capacities at various ports, which are expected to drive future growth.
- The timeline for the commissioning of the Kandla-Gorakhpur LPG pipeline has been delayed to June 2026 due to challenges related to land compensation.
- LPG imports showed a slowdown, with a year-to-date growth of only 8%, raising concerns about future import volumes.
- The company faces uncertainties in achieving its long-term CapEx roadmap of USD5 billion by 2030, which may impact future growth plans.
- There are potential risks associated with the reliance on both Middle Eastern and US LPG imports, which could affect pricing and supply stability.
- The company's ambitious expansion plans require significant capital expenditure, which may lead to increased debt levels and financial risk if not managed prudently.
Ladies and gentlemen, good day, and welcome to the earnings call of Aegis Logistics Limited Q3 and nine months FY26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
Before we begin the call, I would like to give a short disclaimer. This call may contain some forward-looking statements, which are completely based upon our beliefs and expectations as of today. The statements are not the guarantee of future performance and involve unforeseen risks and uncertainties.
With this, I would now like to hand the conference over to Mr. Raj Chandaria for his opening remarks. Thank you, and over to you, sir.
Thank you very much, and welcome to our Q3 FY26 conference call. This evening, I'm joined by our CFO, Mr. Murad Moledina; and Ms. Payal Dave from our Investor Relations team. And we appreciate you taking the time to join us today to review the company's performance and discuss our ongoing strategic
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