Aegis Vopak Terminals Ltd company’s longer-term growth narrative remains tied to infrastructure expansion and strategic partnerships.

company’s longer-term growth narrative remains tied to infrastructure expansion and strategic partnerships. Recent commentary mentions a 15-year take-or-pay agreement for petroleum handling at Pipavav, development of an independent ammonia terminal with Hindustan Zinc, and the continuation of large capex plans across liquid and LPG storage assets. There is also a shareholding-season angle, with a July 13 note saying FIIs trimmed stakes even as the stock had rallied strongly over the previous quarter.