Aegis Logistics Limited (AEGISLOG) Earnings Call Transcripts

Aegis Logistics Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Aegis Logistics Limited reported a significant revenue increase of 52% year-on-year, totaling INR 2,594 crores, and a normalized EBITDA growth of 54%, reaching INR 670 crores. For the full fiscal year, revenues grew 23% to INR 8,333 crores, with profit after tax rising 41% to INR 1,107 crores, marking a milestone of INR 1,000 crores in profit after tax for the first time. Management maintained a conservative guidance for FY '27, targeting a 25% CAGR, despite a strong performance that exceeded previous expectations.

Reported metrics

Guidance from management

Management maintained a conservative guidance for FY '27, targeting a 25% CAGR in revenue growth, despite a strong performance in FY '26.

What management said

We will see a $1.2 billion aggregate CapEx by March '27 that we have already said. March '28, we would again see a CapEx up to INR 5,000 crores coming in. This is both organic and organic as such. .

We have said that CapEx is INR 2,030, not FY '30, please. So keep in mind, this is still 2030 December. So we will have FY '31 to reach $5 billion. Please keep that in mind. So you have -- you will see a lot of CapEx on the latter half of this 5-year period. So you will see heavy CapEx in '29, '30 and '31. And you will have up to '28, we have already said, it will be INR 1.2 billion and then against INR 5,000 crores....

What analysts pressed on

Analysts expressed concerns regarding the sustainability of the recent margin improvements in the gas distribution segment and the impact of geopolitical factors on supply chains. They also questioned the ambitious CapEx plans and the timeline for achieving distribution targets in the ammonia segment.

Main topics on the call

• Record Financial Performance — Aegis Logistics achieved a record profit after tax of INR 1,107 crores for FY '26, a 41% increase year-on-year. The Chairman noted, "It was an outstanding year, a breakout year for us."
• Strong Q4 Results — The fourth quarter saw revenue soar to INR 2,594 crores, up 52% year-on-year, with EBITDA growing 54% to INR 670 crores. Management highlighted that this was their strongest quarter ever.
• Expansion Plans — Aegis is progressing on significant expansions, including a new liquid storage facility at JNPT and a major LPG terminal at Pipavav. Management stated, "The first phase of the liquid capacity is expected to be commission...
• CapEx Guidance — Management provided a CapEx pipeline of approximately INR 5 billion through 2030, with INR 1.2 billion expected by March '27. This reflects their commitment to expanding infrastructure and energy transition opportunities...

Read the full Aegis Logistics Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 24 Aegis Logistics Limited earnings call transcripts on record, spanning February 3, 2020 to August 14, 2026. Based on this history, Aegis Logistics Limited reports quarterly. The most recent call on file is dated August 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

AEGISLOG

Exchange

NSEI

Country

IN

Sector

Energy

Industry

Oil, Gas and Consumable Fuels

Calls on record

24

First call

February 3, 2020

Most recent

August 14, 2026

Reporting cadence

quarterly