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Aegis Logistics Limited β Q1FY27 Earnings Call Summary
Key Takeaways
- Distribution margin sustainable at INR7,000+/ton; logistics volume growth target 25%+ y-y
- Liquids division EBITDA 136cr, +28% y-y; capex pipeline $5bn through FY31
- Q1 FY27 revenue 2357cr +37% y-y; normalized EBITDA 727cr +184% y-y; PAT 545cr +212% y-y
- Strategic partnership with ITOCHU; plans to increase stake to 25% in 3 years
- Expect EPS CAGR 25%+ despite larger base; strong cash reserves and disciplined capital allocation
- Multiple port expansions underway; Pipavav ammonia terminal commissioned with 36,000 MT capacity
- LPG segment EBITDA 591cr, +296% y-y; distribution volumes 2.77 lakh MT, +91% y-y
π Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.