Aegis Vopak Terminals Limited (AEGISVOPAK) Q2 FY27 Financial Results: PAT ₹124.9 Cr & Revenue ₹233.8 Cr

· NSE 🔴 High Importance ✨ Positive
By StockFin Research Team AI-Assisted Analysis Source: BSE/NSE Filings

Investor Takeaways

  • Revenue grew 12.4% YoY to ₹233.8 crores in Q1 FY27, driven by 31% growth in liquid terminal revenue to ₹126.5 crores.
  • Operating EBITDA rose 15.6% YoY to ₹179.4 crores with a 76.7% margin.
  • Cash PAT reached ₹124.9 crores in Q1 FY27.
  • ⚠️ No specific risks identified in this filing.
  • Overall Tone: Positive

    Key Financial Highlights

    MetricValueYoY Change
    Revenue₹233.8 Cr+12.4%
    Net Profit₹124.9 CrN/A
    EBITDA₹179.4 Cr+15.6%
    OPM76.7%N/A
    EPS₹0.6N/A

    What Changed

    Aegis Vopak Terminals reported strong Q1 FY27 financials with revenue increasing 12.4% YoY to ₹233.8 crores, primarily due to 31% growth in liquid terminal revenue (₹126.5 crores). Operating EBITDA grew 15.6% to ₹179.4 crores, reflecting a 76.7% margin. Cash PAT was ₹124.9 crores. The company approved new capacity expansions at JNPA, Kochi, and Kandla, including a 52,000 MT LPG tank and ammonia facility, alongside the Kandla-Gorakhpur pipeline. A $5 billion capex plan targeting FY27-FY30 is fully funded by June 2028 through equity, debt, and accruals, focusing on port expansions to capture LPG market share growth. Quarterly trends show revenue growth from ₹187.63 Cr (Q2FY26) to ₹233.77 Cr (Q1FY27), with OPM improving to 76.75% from 73.26% in Q2FY26.

    Peer Comparison

    CompanyP/EROEROCEMarket Cap (₹ Cr)
    Aegis Vopak Terminals102.4510.65%8.62%21,907.21
    Reliance Industries21.739.87%11.18%1,808,488.47
    ONGC9.9311.04%14.13%376,590.66
    Coal India9.5430.13%37.18%284,841.3

    Aegis Vopak Terminals trades at a significant premium to peers on P/E ratio (102.45 vs. 9.93–21.73), reflecting market expectations of growth from its expansion plans. However, its ROCE (8.62%) and ROE (10.65%) are lower than peers like ONGC (14.13%) and Coal India (37.18%), suggesting current capital efficiency may lag sector leaders despite strong recent margins.

    Risks & Concerns

  • No specific risks identified in this filing.
  • Quarterly Trend

    QuarterRevenue (₹ Cr)Net Profit (₹ Cr)OPM%
    Q1FY27233.7769.4176.75
    Q4FY26243.4573.8773.6
    Q3FY26197.4961.5173.88
    Q2FY26187.6353.9473.26

    📄 View Original Announcement (PDF)

    About Aegis Vopak Terminals Limited (AEGISVOPAK)

    Services · Logistics · Listed on NSE

    Market Cap: ₹29,727.41 Cr P/E: 118.2 ROE: 6.7% ROCE: 7.4% Div Yield: 0.07%

    View full AEGISVOPAK stock details →

    📡 Get AI alerts when AEGISVOPAK files next

    Free • Daily 5 PM digest • Track filings, board meetings, and corporate actions

    Track AEGISVOPAK — Free

    📊 More AEGISVOPAK filings

    See all AEGISVOPAK filings →

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

    Editorial & Data Transparency Notice

    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.

    📡 Get AI alerts when AEGISVOPAK files new disclosures

    Track AEGISVOPAK filings, board meetings, and corporate actions. Free email alerts at 5 PM.

    Track AEGISVOPAK — Free

    Free account · 2 AI queries/day