Aegis Vopak Terminals Limited Q1 FY26 earnings call summary

Earnings call of 8 Aug 2025, summarised by AI from the filing.

Aegis Vopak Terminals reported Q1 FY26 revenue of ₹164 cr and profit of ₹47.7 cr, with LPG capacity expanded to 200,800 metric tons.

Key takeaways

1. Capex guidance $1.2 billion by next year and $5 billion aggregate by 2030, funded by equity, internal accruals, and debt.
2. LPG capacity Added two cryogenic LPG terminals, increasing total capacity from 70,800 to 200,800 metric tons.
3. Risk Indian economic growth slowing could reduce customer throughputs.

Original filing on BSE

Aegis Vopak Terminals Limited Q1 FY27 results

As filed: Revenue ₹234 cr (+43% year on year), EBITDA ₹179 cr (+50% year on year), PAT ₹69.4 cr (+45% year on year), EBITDA margin 76.8% (+358 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 ₹243 cr (+55% year on year), EBITDA ₹179 cr (+53% year on year), PAT ₹73.9 cr (+80% year on year), EBITDA margin 73.6% (−93 bps). Score 88 of 100, Above trend. EBITDA margin fell 93 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +13.3% in 28 days (Nifty 500: +0.6%).
• Q3 FY26: Revenue ₹165 cr, EBITDA ₹126 cr, PAT ₹51.1 cr, EBITDA margin 76.3%. Not scored. No result for the same quarter last year. Share price after the results: +0.4% in 29 days (Nifty 500: +0.1%).
• Q2 FY26: Revenue ₹161 cr, EBITDA ₹123 cr, PAT ₹49.0 cr, EBITDA margin 76.4%. Not scored. No result for the same quarter last year. Share price after the results: +0.5% in 29 days (Nifty 500: +1.4%).
• Q1 FY26: Revenue ₹138 cr, EBITDA ₹106 cr, PAT ₹43.0 cr, EBITDA margin 76.8%. Not scored. No result for the same quarter last year. Share price after the results: −2.6% in 29 days (Nifty 500: +0.7%).
• Q4 FY25: Revenue ₹130 cr, EBITDA ₹101 cr, PAT ₹35.0 cr, EBITDA margin 77.7%. Not scored. No result for the same quarter last year. Share price after the results: +17.9% in 29 days (Nifty 500: +2.2%).

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

Aegis Vopak Terminals Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (14 Aug 2026), Results deck (6 Aug 2026), Results deck (7 Aug 2026)
• Q4 FY26: Earnings call (9 Jun 2026), Results deck (30 May 2026)
• Q3 FY26: Earnings call (30 Jan 2026), Results deck (30 Jan 2026)
• Q2 FY26: Earnings call (7 Nov 2025), Results deck (6 Nov 2025), Results deck (7 Nov 2025)
• Q1 FY26: Earnings call (8 Aug 2025), Results deck (7 Aug 2025)
• Q4 FY25: Results deck (19 Jun 2025)