ResultsIQ

ResultsIQ › Latest results › Aegis Logistics Limited

Aegis Logistics Limited Q3 FY26 earnings call summary

NSE: AEGISLOG · BSE: 500003

Earnings call of 30 Jan 2026, summarised by AI from the filing.

Aegis Logistics Q3 FY26 revenue ₹1,725 cr, EBITDA ₹326 cr (+29%), PAT ₹233 cr (+45%); capex target ₹10,000 cr by FY27.

Key takeaways

  1. Capex guidance Aggregate gross capex of ₹10,000 cr by FY27; long-term roadmap of USD5 billion by 2030.
  2. Pipavav contract 15-year take-or-pay contract with large conglomerate for petroleum products, replacing low realization volumes.
  3. Distribution growth Distribution volumes up 44% in Q3 FY26 to 1.83 lakh metric tons, driven by industrial demand.

Original filing on BSE

Aegis Logistics Limited Q1 FY27 results

As filed: Revenue ₹2,357 cr (+37% year on year), EBITDA ₹714 cr (+197% year on year), PAT ₹545 cr (+211% year on year), EBITDA margin 30.3% (+1,000 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹2,594 cr (+52% year on year), EBITDA ₹624 cr (+53% year on year), PAT ₹455 cr (+43% year on year), EBITDA margin 24.1% (+7 bps). Score 88 of 100, Above trend. EBITDA margin was flat year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +59.8% in 27 days (Nifty 500: +0.6%).
  • Q3 FY26: Revenue ₹1,725 cr (+1% year on year), EBITDA ₹297 cr (+28% year on year), PAT ₹233 cr (+45% year on year), EBITDA margin 17.2% (+363 bps). Score 56 of 100, In line with trend. EBITDA margin rose 363 bps year on year. Other income 27% of PBT. Not enough history for a trend yet: scored on growth alone. Revenue fell 25% from last quarter. Share price after the results: +3.3% in 28 days (Nifty 500: +0.1%).
  • Q2 FY26: Revenue ₹2,294 cr (+31% year on year), EBITDA ₹290 cr (+29% year on year), PAT ₹244 cr (+61% year on year), EBITDA margin 12.6% (−16 bps). Score 73 of 100, Above trend. EBITDA margin fell 16 bps year on year. Other income 31% of PBT. Not enough history for a trend yet: scored on growth alone. Share price after the results: −3.3% in 28 days (Nifty 500: +1.4%).
  • Q1 FY26: Revenue ₹1,719 cr (+7% year on year), EBITDA ₹240 cr (+3% year on year), PAT ₹175 cr (+11% year on year), EBITDA margin 14.0% (−53 bps). Score 29 of 100, Below trend. EBITDA margin fell 53 bps year on year. Other income 28% of PBT. Consolidated profit +11% but standalone -58%. Not enough history for a trend yet: scored on growth alone. Profit fell 45% from last quarter. Share price after the results: −0.7% in 29 days (Nifty 500: +0.7%).
  • Q4 FY25: Revenue ₹1,705 cr, EBITDA ₹409 cr, PAT ₹318 cr, EBITDA margin 24.0%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹1,705 cr). Scored once a year-earlier consolidated quarter exists. Share price after the results: −2.4% in 29 days (Nifty 500: +3.7%).
  • Q3 FY25: Revenue ₹1,707 cr, EBITDA ₹232 cr, PAT ₹160 cr, EBITDA margin 13.6%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹1,707 cr). Scored once a year-earlier consolidated quarter exists.
  • Q2 FY25: Revenue ₹1,750 cr, EBITDA ₹224 cr, PAT ₹152 cr, EBITDA margin 12.8%. Not scored. No consolidated results for the same quarter last year to compare yet (consolidated revenue ₹1,750 cr). Scored once a year-earlier consolidated quarter exists.

Past price moves after results do not indicate future moves. Not a recommendation.

Aegis Logistics Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.