AEGISLOG

Aegis Logistics Ltd rose 6.4% today to ₹1,298.6,

Aegis Logistics Ltd rose 6.4% today to ₹1,298.6, ranking among the top five gainers in the BSE ‘A’ group. The rally follows its strong FY26 results showing 23% revenue growth and 40% profit jump, supported by record LPG throughput and new terminal expansions. Aegis Logistics was the fifth‑biggest gainer in the BSE ‘A’ group, alongside Nuvoco Vistas, Signature Global, PC Jeweller, and L&T Technology Services. 💰 Financial Highlights (FY 2025‑26) Metric FY 26 FY 25 Growth Revenue from Operations ₹8,333.21 cr ₹6,763.79 cr +23.20% Profit After Tax (PAT) ₹1,106.63 cr ₹787.41 cr +40.54% Profit Before Tax (PBT) ₹1,43,324 lakh ₹98,882 lakh +44.94% Standalone PAT ₹94,355 lakh ₹52,900 lakh +78.37% EBITDA (Group) ₹1,560 cr ₹1,120 cr +39% Dividend Proposed ₹6.70 per share — — Key drivers: Record LPG throughput volumes. Commissioning of new LPG terminals at Mangalore and Pipavav. Addition of 61,000 KL liquid storage at Mumbai. Successful listing of subsidiary Aegis Vopak Terminals Ltd (AVTL) on NSE and BSE. 🧭 Strategic Outlook Ammonia Terminal Project: Expected commissioning in H1 FY 2026‑27. Gas Division: Continues to be the primary growth engine. Infrastructure Expansion: Strengthens capacity for liquid and gas storage. AGM Schedule: 7 Aug 2026 (virtual mode). ⚠️ Investor Watchpoints Environmental clearances for new terminals could delay expansion. Valuation risk: Stock near its 52‑week high after a strong run‑up. Profit booking likely if momentum slows post‑AGM. ✅ Takeaway Aegis Logistics is showing robust financial and operational growth, supported by capacity expansion and subsidiary listing. The stock’s bullish trend and sector‑leading performance make it a standout in the oil & gas logistics space, though investors should monitor valuation and project execution risks closely.