Aegis Vopak Terminals Limited — Q1FY27 earnings call summary

Filed 19 August 2026 · Official transcript

Management targets 25% y-y volume growth; sourcing diversified globally to mitigate geopolitical risks
Multimodal evacuation and pipeline connectivity projects progressing, supporting volume growth
Capex of INR10,000 Cr expected by FY27 end; $5bn capex target by FY31 funded by mix of equity, debt, and accruals
Q1 FY27 revenue from operations rose 12.4% y-y to INR233.8 Cr; liquid terminaling up 31%, gas terminaling down 3.5%
Multiple pipeline projects to enhance evacuation and distribution, including Haldia-Panagarh and Kandla-Gorakhpur
Major capacity expansions underway at JNPA, Kochi, Kandla, Pipavav, Mangalore; new ammonia terminal commissioned
Liquid terminal revenue growth driven by capacity maturation and improved product mix
LPG tariffs uniform across terminals; focus on volume throughput and fast turnaround