Aegis Logistics Q2 FY27: PAT ₹545 Cr & Rev ₹2,357 Cr

Investor Takeaways

Record Q1 FY27 PAT of ₹545 crores with 212% YoY growth

296% YoY EBITDA growth in Gas division and 91% volume growth in LPG distribution

⚠️ No specific risks identified in this filing

Overall Tone: Positive based on the numbers only.

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹2357 Cr	8.2%
Net Profit	₹545 Cr	212%
EBITDA	Not available	Not available
EPS	₹13.8	170%
OPM	30.28%	806 basis points

What Changed

The filing reveals significant operational momentum driven by both volume expansion and margin improvement. Gas division EBITDA grew 296% YoY, while LPG distribution volumes increased 91% YoY, directly contributing to the 212% PAT growth. Storage capacity expansion across five ports added 132,122 cubic meters, supporting infrastructure scalability. Strategic investments include a 10% stake acquisition by ITOCHU in Pipavav Terminal with a path to 25% ownership, alongside ammonia terminal commissioning and joint development agreements with L&T and Hindustan Zinc. Management projects sustained EBITDA per ton above ₹7,000 and 25%+ long-term volume growth targeting 2 million tons. Quarterly performance shows improving profitability: OPM rose from 12.67% in Q2FY26 to 30.28% in Q1FY27, with EPS growing from ₹5.12 to [amount not verified]over the same period.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
Aegis Logistics Limited (AEGISLOG)	24.4	16.62%	15.73%	23,662.67
Reliance Industries Limited (RELIANCE)	21.73	9.87%	11.18%	1,80,848.847
Oil & Natural Gas Corporation Limited (ONGC)	9.93	11.04%	14.13%	3,76,590.66
Coal India Limited (COALINDIA)	9.54	30.13%	37.18%	2,84,841.3

Aegis Logistics trades at a premium to peers on P/E and ROCE, reflecting market expectations of sustained growth from infrastructure investments and volume expansion. Its ROE and ROCE exceed Reliance and ONGC, though below Coal India’s exceptional returns, which benefit from sector-specific dynamics.

Risks & Concerns

No specific risks identified in this filing

Quarterly Trend

Quarter	Revenue (₹ Cr)	Net Profit (₹ Cr)	OPM%
Q1FY27	2,356.86	544.84	30.28
Q4FY26	2,594.39	454.62	24.06
Q3FY26	1,725.4	232.63	17.22
Q2FY26	2,294.01	244.02	12.67

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About Aegis Logistics Limited (AEGISLOG)

Services · Trading · Listed on NSE

Market Cap: ₹44,419.05 Cr P/E: 35.5 ROE: 24.4% ROCE: 24.6% Div Yield: 0.69%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

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