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NSEEnergy

Aegis Logistics Limited (AEGISLOG)

NSE · Energy · Oil & Gas Refining & Marketing

₹1,353.80-1.98%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
₹2,357 cr
Revenue YoY
+37.1%
Net profit
₹484 cr
Profit YoY
+268.9%
EPS
₹13.80
EPS estimate
₹9.70
Net margin
20.6%

EPS came in at 13.80 against a street estimate of 9.70 — a beat of 42.3%.

Key statistics

Market cap
₹45,897 cr
P/E
36.7
Forward P/E
24.7
P/B
7.79
Book value
₹172.51
EPS (TTM)
₹35.60
Dividend yield
0.65%
52-week high
₹1,497.80
52-week low
₹573.05
50-day MA
₹1,312.92
200-day MA
₹875.69
Beta
0.54

Analyst view

with an average price target of ₹1,330.80.

From the latest earnings call · 2026-08-14

CONFIDENT Aegis delivered record Q1 FY27 with PAT up 212% YoY to INR 545 cr, driven by LPG EBITDA surge of 296%. Distribution volumes hit 277 kt (+91% YoY). Major port expansions underway; ammonia terminal commissioned. Management targets INR 7,000/mt distribution margin as new sustainable baseline. Q1 FY27 All six operational ports undergoing major expansions. Pipavav emerging as key growth platform with ammonia, multimodal evacuation, and ITOCHU partnership validation. Analysts focused on sustainability of INR 7,000/mt margin amid geopolitical normalization, logistics throughput upside from pipeline/rail enablers, and execution risk on 50% distribution CAGR. Management deferred granularity on ammonia margins and logistics step-up magnitude, framing both as 'wait and watch'; emphasized vertical integration moat and customer-led (not inventory-driven) growth model to rebut trader narrati…

Full summary in the app.

Shareholding

Promoters
67.54%
Institutions
14.96%

Recent filings & reports

DocumentDate
Q1 FY27 earnings call
AEGIS LOGISTICS LIMITED – Q1 FY'27 EARNINGS SUMMARY HEADLINE NUMBERS • Profit After Tax (PAT): INR 545 crores in Q1 FY'27, up 212% year-on-year from
2026-08-19
Investor presentation · Q1 FY27
AEGIS LOGISTICS LTD. - Q1 FY2027 INVESTOR SUMMARY HEADLINE NUMBERS • Normalized EBITDA: Rs. 727 Cr., +184% YoY growth • Profit After Tax (PAT): Rs.
2026-08-06
Quarterly results · Q1 FY27
AEGIS LOGISTICS LIMITED – Q1 FY2026-27 RESULTS SUMMARY HEADLINE NUMBERS STANDALONE RESULTS (Quarter ended June 30, 2026) • Revenue from operations:
2026-08-06
Annual report FY2026
AEGIS LOGISTICS LIMITED – ANNUAL REPORT FY 2025-26 SUMMARY HEADLINE NUMBERS • Revenue from operations (consolidated): Rs. 8,333.21 crores in FY 2025
2026-07-14
Q4 FY26 earnings call
AEGIS LOGISTICS LIMITED – FY '26 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue FY '26: INR 8,333 crores, up 23% year-on-year • Normalized EBITDA FY '2
2026-06-15
Investor presentation · Q4 FY26
AEGIS LOGISTICS LTD - Q4 FY2026 SUMMARY HEADLINE NUMBERS • Normalized EBITDA FY26: Rs. 1,599 Cr., +36% YoY growth • Profit After Tax (PAT) FY26: Rs.
2026-05-30
Quarterly results · Q4 FY26
AEGIS LOGISTICS LIMITED – FINANCIAL RESULTS SUMMARY Period: Year ended March 31, 2026 --- HEADLINE NUMBERS • Revenue from operations (FY 2025-26):
2026-05-29
Q3 FY26 earnings call
AEGIS LOGISTICS LIMITED – Q3 & 9 MONTHS FY '26 SUMMARY --- HEADLINE NUMBERS • 9 Months FY '26 (ended December 31, 2025): Revenue from operations IN
2026-02-05

Readable in the app.

Corporate actions

ActionDetailDate
Dividend₹6.70 / share
ex-date Jul 10, 2026
2026-07-10

Deals & corporate news

AnnouncementDate
Commissioning of specialised storage terminal for Ammonia at Pipavav
Aegis Logistics Limited has commissioned a specialized ammonia storage terminal at Pipavav Port on August 10, 2026. The terminal has a storage capacity of 36,000 metric tonnes and will handl
2026-08-10

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Data updated 2026-09-18.