Aegis Logistics Limited share price

Key numbers

Market cap

₹ 47,926 Cr

Current price

₹ 1,365.40

52-week high / low

₹ 1,529 / 576

Stock P/E

38.5

Book value

₹ 172.5

Dividend yield

0.98%

ROCE

16.1%

ROE

16.8%

Debt to equity

0.69

Sales growth (3 yrs)

-1.3%

Profit growth (3 yrs)

24.7%

1-year return

74.6%

About Aegis Logistics Limited

Aegis Logistics Limited, together with its subsidiaries, operates as an oil, gas, and chemical logistics company primarily in India. It operates in Liquid Terminal Division and Gas Terminal Division segments. The company owns and operates a network of shore based tank farm installations for the handling of bulk liquids, including hazardous chemicals, petroleum products, and petrochemicals for petroleum, oil, petrochemical, chemical, and vegetable oil industries. It also offers supply chain management services, including product planning, sourcing, shipping, receipt, storage, and dispatch; product handling services; storage services for other related gases, such as Butene-1, Butadiene, Propylene, VCM, etc.; and energy solution to industries for their various applications, as well as supplies LPG, propane, and butane. In addition, the company provides fuel transportation services; and LPG installation and interfuel conversion services for home, hotels, and industries, as well as offers LPG appliances, such as cooktops, pressure cookers, cookware, LPG iron, and LPG accessories. Aegis Logistics Limited was incorporated in 1956 and is headquartered in Mumbai, India.

Quarterly results

Consolidated figures in ₹ crores

Concall summary (2026-08-19)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

• The construction of the CRL 4 liquid terminal, which will add an additional 94,148 cubic meters of storage is progressing well with commissioning targeted for next year.
• The committed volumes Aegis Logistics Limited August 14, 2026 under this agreement exceed 0.5 million metric tons per annum with operations expected to commence by the end of the year.

Growth & demand

• Further, LPG sourcing volumes also remained stable and recorded a marginal growth of 1% year-on-year, highlighting the strength and reliability of our sourcing capabilities.
• Our gas distribution business continued its strong growth trajectory during the quarter, delivering a 91% year-on-year increase in volumes compared to Q1 of FY '26 and a 19% sequential growth over Q4 FY '26.

Margins & costs

• We reported a normalized EBITDA of INR727 crores in Q1 compared to INR256 crores in Q1 of FY '26, delivering a robust growth of 184% year-on-year.
• The division reported its highest ever EBITDA, registering a remarkable 296% year-on-year growth.

Capex & expansion

• And we continue to invest in capacity expansion within this segment, enabling us to capitalize on growth opportunities while further strengthening its contribution to our overall portfolio.
• And in order to further strengthen our capacity and cater to future growth, we are developing an additional 64,000 cubic meters of liquid storage at an investment of approximately INR125 crores.

Balance sheet & cash

• So in my closing remarks, I would say that over the last 5 years, we have delivered a strong and consistent growth trajectory with earnings per share compounding at over 30% annually while maintaining a healthy and consistent dividend track record.
• We'll pursue this growth with disciplined funding through balanced mix of equity, internal accruals and debt, targeting a gearing ratio of approximately 0.6.

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