Aegis Logistics (AEGISLOG) investor relations material

Business profile and infrastructure

• Integrated oil, gas and chemical logistics platform incorporated in 1956, spanning sourcing, storage, terminalling, handling and distribution across seven ports.

• FY26 LPG logistics volume 5.2 MMT and distribution volume 754 KT; liquid storage capacity 2.5mn KL includes 0.5mn KL upcoming capacity.

• Gas static capacity 410,800 MT, including upcoming LPG and ammonia capacity; terminals connect to rail, pipelines and road evacuation.

• Strategic partnerships include ITOCHU, partner since 2014, and Royal Vopak, partner since 2022; relationships also include oil marketing companies and private LPG importers.

Operating momentum and expansion

• LPG logistics volume grew from 4.105 MMT in FY24 to 5.152 MMT in FY26, with a stated 12% CAGR; distribution rose from 521 KT to 754 KT, with a 16% CAGR.

• Q1FY27 LPG logistics volume was 1.161 MMT versus 1.124 MMT in Q1FY26; distribution reached 277 KT versus 145 KT.

• Ammonia terminal at Pipavav commissioned in August 2026 with 36,000 MT static capacity; the facility extends distribution capabilities and provides exposure to energy-transition markets.

• The terminal network spans Kandla, Pipavav, Mumbai, JNPT, Mangaluru, Kochi and Haldia; rail connectivity enables LPG evacuation at a third-party terminal.

Financial performance

• Q1FY27 revenue was INR2,357cr, up 37% YoY; normalized EBITDA was INR727cr, up 184%, and PAT was INR545cr, up 211%.

• Q1FY27 PBT was INR719cr, up 215% YoY, and EPS was INR13.80, up 269%.

• FY26 normalized EBITDA was INR1,599cr, PAT INR1,107cr and EPS INR25.59, compared with INR1,173cr, INR787cr and INR18.90 in FY25.

• FY26 net cash was INR3,523cr; liquidity reserves reached INR5,940cr and total assets INR14,491cr.