Aegis Logistics Ltd (NSE:AEGISLOG)

Q4 2026 Aegis Logistics Ltd Earnings Call Transcript

Jun 9, 2026 / 10:30 AM GMT

Release Date Price: ₹782.65 (+3.59%)

Transcript

Key Points

Positve

Aegis Logistics Ltd (BOM:500003) reported a 23% year-on-year revenue growth to INR 8,333 crores for FY26.
Normalized EBITDA increased by 36% to INR 1,599 crores, and profit after tax grew by 41% to INR 1,107 crores.
The company achieved a significant milestone by crossing the INR 1,000 crore profit after tax mark for the first time.
Aegis Logistics Ltd (BOM:500003) declared a final dividend of Rs.6.70 per share, bringing the total dividend for the year to Rs.8.7 per share.
The company is advancing its infrastructure with significant expansions at multiple ports, including Mumbai, JNPT, and Kandla, enhancing its capacity and operational capabilities.

Negative

The liquid business segment reported stable revenue but a 5% decline in EBITDA, indicating challenges in this area.
There are uncertainties related to the geopolitical situation in the Middle East, which could impact LPG supply and pricing.
The company faces risks associated with its ambitious CapEx plans, which include a $5 billion investment through 2030.
Dependence on external factors such as energy prices and geopolitical stability could affect future profitability.
The company's conservative guidance of 25% CAGR growth might be seen as underwhelming given the strong performance in FY26.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AEGS.NS - Aegis Logistics Ltd
Q4 2026 Aegis Logistics Ltd Earnings Call
Jun 09, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q4 and FY26 earnings conference call of Aegis Logistics Limited posted by MUFG Endtime.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference, please signal an operator by pressing then 0 on your touch tone phone.

Please note that this conference is being recorded.

This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions and expectations of the company as on the date of this call.

These statements are not the guarantees of

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