Analysts/Institutional Investor Meet/Con. Call Updates

Aegis Logistics delivered a record Q1 FY'27 with PAT soaring 212% YoY to INR 545 Cr on 37% higher revenue (INR 2,357 Cr) and 184% EBITDA growth (INR 727 Cr). The Gas division's EBITDA surged 296%, driven by 91% higher distribution volumes (2.77 lakh MT). Management expects sustainable distribution margins of INR 7,000+ per ton due to procurement efficiencies.

Key developments include commissioning an Ammonia terminal at Pipavav with a 15-year take-or-pay deal, the operational Jamnagar-Loni pipeline, and ongoing capacity expansions.

The company plans $1.2 billion capex this fiscal year, maintaining a strong balance sheet and confidence in future growth.