Aegis Logistics Ltd.
Fundamentals
- Market cap
- ₹40,037 cr
- P/E
- 44.58×
- ROE
- 14.33%
- Debt / equity
- 0.62
- Div yield
- 1.01%
- 52-week range
- 576.10 — 1093.55
Analysis — the numbers vs the call
- Aegis margins hold, but Kochi project downgrade clouds $5B capex story
LPG margins of ₹7,000/mt are locked through FY28, but the Kochi expansion slid from 'underway' to 'evaluating' with no explanation.
Company snapshot
Aegis Logistics Ltd.
Logistics
₹40,030 cr
P/E 44.57×
Latest quarter · Mar 2026
Sales₹2,594 cr
Net profit₹455 cr
Op. margin+24.1%
EPS₹11.69
Strength & growth
Debt / equity0.62×
Current ratio3.21×
Sales CAGR+14.2%
EPS CAGR+22.3%
The timeline — 2 notes on Aegis Logistics Ltd.
June 2026
- 15 Jun 26 · 3:31 PM IST Brief Brief · Earnings · Large cap
Aegis lays out $5B capex pipeline, says gas margins sustainable through FY28
The earnings call transcript reveals a potential ₹20,000 cr investment at Vadhavan port, a MoU with L&T for ammonia terminals, and Itochu taking a 10% stake in Pipavav.
- 09 Jun 26 · 5:07 PM IST Brief Brief · Large cap
Aegis posts ₹1,000-cr PAT, guides ₹7,000/mt gas margins through FY28
FY26 profit crossed the four-digit crore mark for the first time. Management says the margin is here to stay for at least two more years.