AEGISLOG
Aegis Logistics share price & financials
- Price
- ₹1,349.1
- Market cap
- ₹47.9k Cr
- Sector
- Oil, Gas & Consumable Fuels
- Calls analysed
- 7
Aegis Logistics Limited Q1 FY27
What went well
- Profit after tax for Q1 FY27 reached ₹500 crores, a 212% year-on-year growth compared to ₹175 crores in Q1 FY26.
- Normalized EBITDA for Q1 FY27 was ₹727 crores, up 184% year-on-year from ₹256 crores in Q1 FY26.
- The LPG segment reported its highest ever EBITDA of ₹591 crores, registering a 296% year-on-year growth.
What Aegis Logistics Limited does
Aegis Logistics builds, owns and operates tank terminals for LPG and bulk liquid chemicals at major Indian ports, earning fee-based third-party logistics (3PL) income from storage, terminalling and handling for oil and chemical companies. On the gas side it also sources LPG internationally and distributes it to end customers across India through bottling plants, industrial/commercial/domestic cylinders and Autogas fuel stations, while the liquid business additionally offers EPC (engineering, procurement and construction) services for tank-farm infrastructure. The company runs its terminalling business through joint ventures with global partners, including Royal Vopak (Aegis Vopak Terminals Ltd) and an LPG sourcing tie-up with Itochu in Singapore.
Segments
- Liquid Division
- Gas Division
- Market position
- Largest LPG terminal operator in India
- Terminal network
- Liquid and/or gas terminals at 7 major Indian ports — Kandla, Pipavav, Mumbai, JNPT, Mangalore, Kochi and Haldia
- Rail evacuation capability
- Only third-party terminal operator in India with railway connectivity for LPG evacuation
- LPG sourcing joint venture
- Itochu Corporation (Singapore-based LPG sourcing JV)
- Terminalling joint venture
- Aegis Vopak Terminals Ltd (AVTL) — JV with Royal Vopak; listed on BSE & NSE from June 2, 2025
- New JNPT liquid storage terminal
- 1,01,900 m³ capacity, commissioned FY25
Guidance record · Q1 FY27
what the last two calls moved 15 tracked 2 delivered 1 missed 12 open- LPG Storage Capacity Expansion delivered said Q2 FY25 Promised: 130,000 metric tonnes by end of fiscal 2025 Q1 FY27: Promise remains achieved. No new information as the target date has passed.
- Mumbai Liquid Storage Terminal Capacity went quiet said Q1 FY25 Promised: 150,000 kiloliters Q1 FY27: Management confirmed the 64,000 cubic meter (64kL) liquid storage project is progressing on schedule for H1 FY27 commissioning. The original 150kL project remains unmentioned.
- Aggregate Capex by 2030 delayed said Q1 FY26 Promised: US$ 5 billion by 2030 Q1 FY27: Management confirmed the capex pipeline of approximately $5 billion is 'through the financial year 2030-31', consistent with the previously delayed timeline.
All 15 tracked — every revision, and every one management stopped mentioning.
Open the guidance ledgerQuarterly results
Q1 FY27: revenue up 27.7%, net profit up 471.0% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 658 | 672 | 914 | 837 | 1,028 +56% | 914 +36% | 1,713 +87% | 1,069 +28% |
| EBITDA | 67 | 63 | 246 | 67 | 79 +18% | 89 +41% | 416 +69% | 469 +600% |
| Net profit | 72 | 66 | 226 | 69 | 167 +132% | 183 +177% | 524 +132% | 394 +471% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Performance +92.8% 1Y
1Y: ₹701.9 on 10 Sept 2025 → ₹1,353.6. High ₹1,417.9 (21 Aug 2026), low ₹587.95 (23 Mar 2026).
How the price took the results
close before → close after
- Q1 FY27
- +1.5%
- 14 Aug
- Q4 FY26
- +3.6%
- 9 Jun
- Q3 FY26
- +4.8%
- 30 Jan
- Q2 FY26
- −0.7%
- 7 Nov
The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.
Financials, as filed
Revenue fell 19.5% a year over 3 years, FY23 to FY26. Operating margin widened to 14.5%.
| Year ending | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|
| Revenue | ₹8.6k Cr | ₹3.0k Cr | ₹3.0k Cr | ₹4.5k Cr |
| Operating profit | ₹673 Cr | ₹341 Cr | ₹450 Cr | ₹651 Cr |
| Operating margin | 7.8% | 11.4% | 15.1% | 14.5% |
| Interest | ₹87 Cr | ₹10 Cr | ₹14 Cr | ₹20 Cr |
| Depreciation | ₹125 Cr | ₹18 Cr | ₹17 Cr | ₹23 Cr |
| Net profit | ₹510 Cr | ₹412 Cr | ₹529 Cr | ₹943 Cr |
| Net margin | 5.9% | 13.8% | 17.8% | 21.0% |
| Cash from operations | ₹145 Cr | ₹490 Cr | ₹76 Cr | ₹957 Cr |
| Free cash flow | ₹17 Cr | ₹315 Cr | ₹-301 Cr | ₹472 Cr |
| ROCE | 46.0% | 22.0% | 24.0% | 33.0% |
How to read this
From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.
Balance sheet
| Year ending | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| Equity capital | ₹35 Cr | ₹35 Cr | ₹35 Cr | ₹35 Cr | ₹35 Cr | ₹35 Cr |
| Reserves | ₹1.2k Cr | ₹1.5k Cr | ₹2.1k Cr | ₹4.1k Cr | ₹5.9k Cr | ₹3.4k Cr |
| Borrowings | ₹692 Cr | ₹722 Cr | ₹112 Cr | ₹4.4k Cr | ₹2.4k Cr | ₹416 Cr |
| Other liabilities | ₹215 Cr | ₹220 Cr | ₹363 Cr | ₹1.4k Cr | ₹3.7k Cr | ₹1.5k Cr |
| Total liabilities | ₹2.1k Cr | ₹2.5k Cr | ₹2.6k Cr | ₹9.9k Cr | ₹12.1k Cr | ₹5.4k Cr |
| Fixed assets | ₹1.1k Cr | ₹1.6k Cr | ₹559 Cr | ₹4.7k Cr | ₹6.4k Cr | ₹693 Cr |
| Capital work in progress | ₹435 Cr | ₹116 Cr | ₹106 Cr | ₹1.1k Cr | ₹436 Cr | ₹478 Cr |
| Investments | ₹46 Cr | ₹37 Cr | ₹242 Cr | ₹0 Cr | ₹925 Cr | ₹935 Cr |
| Other assets | ₹517 Cr | ₹679 Cr | ₹1.7k Cr | ₹4.1k Cr | ₹4.3k Cr | ₹3.3k Cr |
| Total assets | ₹2.1k Cr | ₹2.5k Cr | ₹2.6k Cr | ₹9.9k Cr | ₹12.1k Cr | ₹5.4k Cr |
How to read this
As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Who owns it
As disclosed at Jun 2026
Since Jun 2025, DIIs trimmed −2.80 pp while FIIs added +2.75 pp. The shareholder count shrank 8% to 77,194.
- Promoters
- 58.1%
- FIIs
- 19.5%
- DIIs
- 3.6%
- Public
- 18.8%
Since Jun 2025
- DIIs −2.80 pp
- FIIs +2.75 pp
- Public +0.06 pp
How it drifted, 12 quarters
Ownership split by quarter, oldest first. Sep '23: Promoters 58.1%, FIIs 18.9%, DIIs 4.5%, Public 18.5%.Dec '23: Promoters 58.1%, FIIs 18.0%, DIIs 5.1%, Public 18.8%.Mar '24: Promoters 58.1%, FIIs 18.2%, DIIs 4.9%, Public 18.8%.Jun '24: Promoters 58.1%, FIIs 17.6%, DIIs 6.7%, Public 17.6%.Sep '24: Promoters 58.1%, FIIs 17.9%, DIIs 6.7%, Public 17.3%.Dec '24: Promoters 58.1%, FIIs 18.2%, DIIs 6.7%, Public 17.0%.Mar '25: Promoters 58.1%, FIIs 18.1%, DIIs 6.3%, Public 17.5%.Jun '25: Promoters 58.1%, FIIs 16.8%, DIIs 6.4%, Public 18.7%.Sep '25: Promoters 58.1%, FIIs 16.9%, DIIs 6.3%, Public 18.8%.Dec '25: Promoters 58.1%, FIIs 17.9%, DIIs 5.4%, Public 18.6%.Mar '26: Promoters 58.1%, FIIs 19.6%, DIIs 3.7%, Public 18.7%.Jun '26: Promoters 58.1%, FIIs 19.5%, DIIs 3.6%, Public 18.8%.
Who bought this quarter
since Mar 2026
Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.
- Smallcap World Fund, Inc Global fund house +0.18 pp 2.49% held
The same filing shows 2 holders trimming and 0 off the list — both are in the register beside this.
Who is on the register
Named in the Jun 2026 filing
Every holder of Aegis Logistics Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.
| Holder | Stake | Change |
|---|---|---|
| Huron Holdings Limited | 31.67% | unchanged |
| Trans Asia Petroleum Inc | 26.43% | unchanged |
| Sudhir Omprakash Malhotra | 4.47% | unchanged |
| Smallcap World Fund, Inc Global fund house | 2.49% | +0.18 pp |
| Quant Mutual Fund - Quant Small Cap Fund - 2 Mutual fund | 2.35% | −0.13 pp |
| Habrok India Master Lp FPI fund | 2.16% | unchanged |
| Cassini Partners, L.P. Managed By Habrok Capital Management Llp FPI fund | 1.63% | unchanged |
| Investor Education And Protection Fund Authority Ministry Of Corporate Affairs | 1.18% | unchanged |
| Border To Coast Emerging Markets Equity Fund, A Sub Fund Of Border To Coast Authorised Contractual Scheme FPI fund | 1.14% | unchanged |
| Government Of Singapore - E Sovereign | 1.08% | −0.39 pp |
| Asia Infrastructure Investment Ltd | 0.00% | unchanged |
A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.
Mutual funds in AEGISLOG
Filings to Aug 2026
0 new, 4 added, 1 trimmed, 0 sold out — net +0.04 L shares (+1.1%).
- Held by funds
- ₹40 Cr
- 5 schemes
- Biggest holder
- Nippon India Nifty Smallcap 250 Index Fund
- ₹25 Cr · 0.7% of that fund
| Scheme | Holding | Last month | Held since |
|---|---|---|---|
| Nippon India Nifty Smallcap 250 Index Fund Nippon India Mutual Fund | ₹25 Cr | +0.02 L | Oct '20 |
| SBI Nifty Smallcap 250 Index Fund SBI Mutual Fund | ₹13 Cr | +0.01 L | Oct '22 |
| Nippon India Nifty 500 Equal Weight Index Fund Nippon India Mutual Fund | ₹1 Cr | +0.00 L | Sep '24 |
| SBI Nifty 500 Index Fund SBI Mutual Fund | ₹1 Cr | −0.00 L | Sep '24 |
| SBI Nifty Small Cap 250 ETF SBI Mutual Fund | ₹0 Cr | +0.00 L | May '26 |
HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.
Mutual funds Aug 2026
4 added, 1 trimmed — net +3,584 shares (+1.1%)
- Funds are sitting on
- +131%
- vs est. average cost
- Held by funds
- ₹40 Cr
- 5 schemes · ≈ 0.09% of the company
- Biggest holder
- Nippon India Nifty Smallcap 250 Index Fund
- ₹25 Cr · 0.7% of that fund
Shares held by these funds +210%
Aug '23 3.12 L shares Jul '26
All earnings calls (7)
Read the Q1 FY27 call →Learn to analyse Aegis Logistics Limited
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