Aegis Vopak Terminals Limited Q2 FY26 earnings call summary

Earnings call of 7 Nov 2025, summarised by AI from the filing.

Aegis Vopak Q2 FY26 revenue rose 26.2% to ₹187.6 cr; profit ₹53.9 cr, up 141.8%; proposed acquisition of 75% in Hindustan Aegis LPG.

Key takeaways

1. Capex guidance On track for cumulative capex of USD 1.2 billion by next year; aggregate capex of around USD 5 billion by 2030.
2. Growth drivers New LPG terminals at Pipavav and Mangalore fully operational; pipeline connectivity and VLGC berthing expected to boost throughput.
3. Risk Pipeline connectivity delays could defer throughput ramp-up; Q3 may remain subdued.

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)