Aegis Logistics Q2 FY26 Earnings Call Transcript
Aegis Logistics' Q2 FY26 revenue up 31% to ₹2,294 crore, EBITDA up 46% to ₹347 crore. Capacity expansions underway across ports with ₹1,675 crore capex at JNPT. Distribution volume grew by 49% to 1.92 lakh metric tons.
The announcement details substantial revenue and profit growth, along with major infrastructure developments and strategic expansions, suggesting a high impact on the company's future performance and market position.
The announcement highlights strong financial growth, significant capacity expansions, and positive future outlook, indicating a positive sentiment.
* Aegis Logistics' consolidated revenue grew by 31% year-on-year to ₹2,294 crore in Q2 FY26. * Normalized EBITDA improved by 46% to ₹347 crore, and profit after tax increased by 61% to ₹244 crore. * Mumbai Port: Developing an additional 64,000 kiloliters of liquid capacity, expected to be operational by Q1 FY27 with a project cost of approximately ₹125 crore. * JNPT: Liquid capacity under development of 318,100 cubic meters and 77,286 metric tons of LPG capacity with an LPG bottling plant of approximately 35,000 metric tons per annum capacity. Total CAPEX of ₹1,675 crore, with part of the liquid capacity expected to be commissioned before the end of FY26. Exploring a 36,000 metric tonne cryogenic GAS tank. * Kandla Port: VLGC berthing expected to commence in Q3 FY26. A new liquid terminal with a capacity of 94,148 cubic meters capacity is planned at the CRL-4 plot, which is expected to be operational next year. PNGRB approval received for the Kandla-Gorakhpur pipeline connection, and connection to the JLPL pipeline is expected to become operational by Q3 FY26. * Pipavav Port: Construction of India's first ammonia terminal is progressing well and is expected to be completed during Q1 of the next fiscal year. The KGPL pipeline connection is also expected to become operational by Q4 of this current fiscal year. * Mangalore Port: Plans to add another 60,000 cubic meters of capacity on newly allotted land in the next phase. Hassan-Cherlapally Pipeline connectivity is expected by next year-end (fiscal '27). * Vadhavan Port: Signed a nonbinding memorandum of understanding to invest in the proposed Vadhavan Port with a potential project outlay of approximately ₹20,000 crore (₹200 billion). * Aegis Logistics and AVTL together have achieved a capital expenditure outlay of $1.2 billion (₹9960 crore) with a long-term plan to reach $5 billion (₹41500 crore) by 2030. * Distribution volume grew by 49% to a record all-time high of 1.92 lakh metric tons in Q2 FY '26. * Management expects distribution margins and volumes to continue to be strong. Margin is sustainable at ₹4,000.
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