Aegis Logistics Q3 FY26: Revenue up 13% to ₹5,739 Cr, PAT surges 39% to ₹652 Cr
Aegis Logistics reported Q3 FY26 revenue of ₹1,725 Cr, up 45% YoY, and 9-month FY26 revenue of ₹5,739 Cr, up 13% YoY. PAT for 9-month FY26 surged 39% to ₹652 Cr. The company is undertaking significant capex, with USD1.2 billion planned by FY27 and a long-term vision of USD5 billion by 2030. Key projects include new capacities at Mumbai, JNPT, and Pipavav ports.
The announcement details substantial financial growth, significant ongoing and planned capital expenditures for capacity expansion across multiple ports, and strategic partnerships, all of which are material to investors and the company's future trajectory.
The company reported strong year-on-year growth in revenue, EBITDA, and profit after tax for both the nine months and the third quarter of FY26. Significant infrastructure development and strategic partnerships further indicate positive future prospects.
Aegis Logistics Limited hosted an earnings conference call on January 30, 2026, to discuss its performance for the third quarter and the first nine months of fiscal year 2026.
For the nine months ended December 31, 2025, Aegis Logistics reported a revenue from operations of ₹5,739 crore, marking a 13% year-on-year growth. The normalized EBITDA for the period stood at ₹929 crore, a robust 26% increase over the previous year. Profit after tax saw a significant rise of 39%, reaching ₹652 crore compared to ₹470 crore in the same period of FY25.
In the third quarter of FY26, consolidated revenues were ₹1,725 crore, with normalized EBITDA growing by 29% to ₹326 crore. Profit after tax increased by 45%, from ₹160 crore to ₹233 crore. The company highlighted strong growth in both its Liquid and Gas divisions, driven by expanding volumes and enhanced operating performance.
Aegis Logistics provided updates on its infrastructure development across various ports. At Mumbai port, an additional 64,000 kiloliters of liquid capacity is under development with a project cost of ₹125 crore, targeted for commissioning in Q1 FY27. At JNPT, a significant expansion including 318,100 cubic meters of new liquid capacity and an LPG bottling plant is underway with a planned capex of ₹1,675 crore, with the first phase of new liquids capacity expected in Q1 FY27.
Developments at Kandla port include the operationalization of the VLGC berth and progress on the Jamnagar-Loni LPG Pipeline and Kandla-Gorakhpur LPG pipeline connection, expected by June 2026. A non-binding MOU with Larsen & Toubro to develop an ammonia terminal at Kandla was also signed. At Pipavav, a 15-year take-or-pay contract for handling petroleum products was secured, and construction of India's first independent ammonia terminal is progressing well, expected before Q1 FY27.
Financially, Aegis Logistics and Aegis Vopak Terminals together plan an aggregate capital expenditure of USD1.2 billion by FY27, with a long-term roadmap of USD5 billion by 2030. The company aims to maintain a conservative debt gearing ratio of 0.6x with overall leverage capped at 3.5x EBITDA.
The company anticipates speaking again in May 2026 to review the entire fiscal year's performance.
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