Aegis Logistics FY26 Revenue ₹8,333 Cr, PAT ₹1,107 Cr; Final Dividend ₹6.70
Aegis Logistics reported FY26 revenue of ₹8,333 Cr, up 23%, and PAT of ₹1,107 Cr, up 41%. Q4 FY26 saw robust growth with revenue up 52%. The company recommended a final dividend of ₹6.70/share. Cash reserves reached ₹6,000 Cr. A significant capex pipeline of $5 billion is planned by 2030.
The announcement details strong financial performance, record profits, significant expansion plans across multiple ports, substantial capex pipeline, and dividend payout, all of which are material events for investors and stakeholders.
The company reported strong financial results with significant year-on-year growth in revenue, EBITDA, and profit after tax. Positive outlook on future growth, strategic expansions, and shareholder returns also contribute to the positive sentiment.
Aegis Logistics Limited announced a strong performance for the fiscal year ending March 31, 2026 (FY26), with revenues growing 23% year-on-year to ₹8,333 crores. Normalized EBITDA rose by 36% to ₹1,599 crores, and Profit After Tax (PAT) surged by 41% to ₹1,107 crores, crossing the ₹1,000 crore milestone for the first time.
The company's fourth quarter (Q4 FY26) was particularly robust, with revenues up 52%, EBITDA up 54%, and PAT up 43% year-on-year. This performance is attributed to the compounding power of diversified operations and disciplined execution.
In line with its commitment to shareholder returns, the Board has recommended a final dividend of ₹6.70 per share for FY26, bringing the aggregate dividend for the year to ₹8.70 per share. Cash and investments on the balance sheet reached approximately ₹6,000 crores.
The company provided operational updates across its key ports. Significant expansions are underway at JNPT, including additional liquid storage, LPG capacity, and an LPG bottling plant with a total capital outlay of ₹1,675 crores. The acquisition of a 75% stake in Hindustan Aegis LPG Limited marked entry into the East Coast market. Kandla saw milestones such as handling a VLGC vessel and progress on the CRL 4 liquid terminal. Pipavav commissioned a cryogenic LPG terminal and is developing India's first independent ammonia terminal, with Itochu Corporation acquiring a 10% stake in Aegis Terminal Pipavav Limited.
Financially, the LPG business recorded its highest ever revenue of ₹7,689 crores, up 26%, with EBITDA growing 68% to ₹1,131 crores. The Liquid business reported revenue of ₹644 crores and EBITDA of ₹472 crores. The company has a committed capex pipeline of approximately $5 billion through 2030, focusing on both traditional energy infrastructure and emerging energy transition value chains, targeting a gearing ratio of approximately 0.6x.
During the earnings conference call held on June 09, 2026, management discussed the sustainability of higher margins in the gas distribution segment, driven by increased volumes and procurement efficiencies, expecting margins around ₹7,000 per ton to be sustainable. They also addressed the normalization of LPG supply, expecting it in Q2 FY27. Future capex plans include $1.2 billion by March 2027 and an additional ₹5,000 crores by March 2028, with a total pipeline of $5 billion by December 2030.
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Aegis Logistics Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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