Aegis Vopak Terminals Limited — Q2FY27 earnings call summary

Filed 10 November 2026 · Official transcript

Capex: $1.2bn by next year, $5bn planned through FY30-31; gearing target max 0.6x
Aegis Logistics H1 FY27: Revenue INR4,570 Cr, EBITDA INR1,184 Cr, PAT INR866 Cr, PAT doubled y-y
Q2 FY27: Revenue INR2,213 Cr, EBITDA INR456 Cr (+32% y-y), PAT INR321 Cr (+32% y-y), EPS INR7.42 (+45% y-y)
Tristar acquisition: 89.8% stake for $809m, expected close Q4 FY27; transformational for global scale and synergies
Strong customer relationships and global partnerships expected to enhance growth and synergies
Market share: >30% of India's LPG static capacity
Liquid Division H1 EBITDA INR284 Cr (78% margin), Gas Division H1 EBITDA INR900 Cr (+137% y-y)
AVTL Q2 revenue INR271 Cr (+17% y-y), EBITDA INR212 Cr (+22%), PAT INR96 Cr; H1 revenue INR505 Cr (+15%), EBITDA INR392 Cr (+19%)