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India
As of 18 Sept 2026, 03:30 pm
On August 24, 2026, Aegis Logistics Limited executed a Business Transfer Agreement to transfer its specialized ammonia storage terminal at Pipavav Port, with a capacity of 36,000 MT, to its subsidiary, Aegis Terminal (Pipavav) Limited. This transfer was conducted as a slump sale for a consideration of ₹5,250,000,000 (₹5.25 billion), which was received upon execution. The company stated this transaction is a related party transaction at arm's length and does not alter the shareholding pattern or management control of Aegis Logistics Limited.
Aegis Logistics Limited has demonstrated significant growth in both sales and profits. Over the last five years, sales have compounded at 17%, and profits have compounded at 31%. On a trailing twelve-month (TTM) basis, sales growth accelerated to 30%, and profit growth further increased to 89%.
As of September 18, 2026, Aegis Logistics Limited's daily and weekly technical trends are indicated as bullish, with the Supertrend indicator showing bullish signals on both timeframes. Key support levels are observed around ₹1400.73 and ₹1377.27, while immediate resistance is noted near ₹1416.07, followed by ₹1439.0.
On September 18, 2026, Aegis Logistics Limited announced that India Ratings and Research Private Limited affirmed its credit ratings. The long-term rating for bank loan facilities was affirmed at IND AA with a 'Positive' outlook, and the short-term rating was affirmed at IND A1+.
As of 18 Sept 2026, 03:30 pm
Recent drawdown or price variability is materially high and may lead to larger short-term outcomes.
Primary driver: Price swings are higher than typical
The session opened materially below the previous close, indicating a sharp repricing at the open.
The price gap may increase short-term downside uncertainty and warrants review of the underlying context.
Trading activity was substantially higher than usual and the price closed higher.
This may reflect stronger-than-usual market participation; follow-through and relevant company or market news merit review.
The session traded across a materially wider price range than usual.
Larger price swings can increase short-term uncertainty, especially if they continue.
Latest complete financial results for Q4 FY2026 and comparative quarterly trends.
| Metric | Q4 FY2025-26(Latest) | Q3 FY2025-26 | Q2 FY2025-26 | Q1 FY2025-26 | Q4 FY2024-25 |
|---|---|---|---|---|---|
| Profit Before Tax | PEAK₹595.76 crore | ₹299.38 crore | ₹310.20 crore | ₹227.90 crore | ₹381.02 crore |
| Revenue From Operations | PEAK₹2,594.39 crore | ₹1,725.40 crore | ₹2,294.01 crore | ₹1,719.41 crore | ₹1,705.04 crore |
| Finance Costs | PEAK₹63.06 crore | ₹25.67 crore | ₹24.31 crore | ₹32.83 crore | ₹52.49 crore |
| Other Expenses | PEAK₹148.05 crore | ₹75.47 crore | ₹80.03 crore | ₹66.79 crore | ₹79.65 crore |
| Segment Revenue From Operations | PEAK₹2,594.39 crore | ₹1,725.40 crore | ₹2,294.01 crore | ₹1,719.41 crore | ₹1,705.04 crore |
| Segment Finance Costs | PEAK₹63.06 crore | ₹25.67 crore | ₹24.31 crore | ₹32.83 crore | ₹52.49 crore |
Other income of ₹87.34 crore was recorded in the March quarter, equivalent to approximately 15% of profit before tax. No comparable figures are available for earlier quarters, so its contribution to the sequential profit increase cannot be isolated, although it is a material part of the quarter’s profitability.
Finance costs jumped 146% sequentially, from ₹25.67 crore in Q3 to ₹63.06 crore in Q4. This was the highest quarterly finance cost in the five‑quarter series. On a year‑on‑year basis, finance costs rose 20% from ₹52.49 crore in the same quarter last year. Despite the sharp increase, the absolute amount remained modest relative to both revenue (2.4%) and profit before tax (10.6%).
Revenue from operations, finance costs, and profit before tax were identical in both the consolidated and segment figures for every quarter presented. This indicates that there are no inter‑segment eliminations or adjustments affecting these metrics, and the segment disclosures fully align with the consolidated financial statements.
Exchange disclosures and regulatory announcements for Aegis Logistics.
On September 18, 2026, Aegis Logistics Limited disclosed that India Ratings and Research Private Limited affirmed its credit ratings for bank loan facilities at IND AA/Positive for long-term and IND A1+ for short-term. This regulatory filing was submitted to the Bombay Stock Exchange and the National Stock Exchange of India pursuant to SEBI Listing Regulations.
AEGIS LOGISTICS LIMITED officials will participate in the CLSA Hong Kong Conference in person from September 23, 2026, to September 24, 2026. The company has uploaded an investor presentation to stock exchanges and its website (www.aegisindia.com) for public access. No unpublished price sensitive information is intended to be discussed during these interactions.
AEGIS LOGISTICS LIMITED officials will participate in the CLSA Hong Kong Conference in person from September 23 to 24, 2026, in Hong Kong. The company has uploaded the investor presentation to stock exchanges and its website, and stated that no unpublished price sensitive information will be discussed.
On August 24, 2026, Aegis Logistics Limited executed a Business Transfer Agreement to transfer its specialized storage terminal for Ammonia with a static capacity of 36,000 MT at Pipavav Port to its step-down subsidiary, Aegis Terminal (Pipavav) Limited, via a slump sale on a going concern basis. The consideration for the transfer is INR 5,250,000,000 (Indian Rupees Five Hundred Twenty-five Crores), received upon execution of the BTA. The transaction is a related party transaction undertaken at arm's length, and there is no change in the shareholding pattern of Aegis Logistics Limited.
On August 24, 2026, Aegis Logistics Limited executed a Business Transfer Agreement with its related party subsidiary, Aegis Terminal (Pipavav) Limited, to transfer a specialized ammonia storage terminal with a static capacity of 36,000 MT at Pipavav Port. The transaction involves a consideration of INR 5.25 billion payable upon execution and is conducted at arm's length within the normal course of business. No change in management or control of the listed entity results from this agreement.
Aegis Logistics reported record Q1 FY '27 results with profit after tax of INR545 crores, up 212% year-on-year, and normalized EBITDA of INR727 crores, up 184%. The LPG segment EBITDA grew 296% to INR591 crores, driven by a 91% increase in distribution volumes to 277,000 metric tons. The company commissioned a 36,000 metric ton ammonia storage terminal at Pipavav Port and signed a 15-year take-or-pay agreement with Hindustan Zinc. The Board approved a 52,000 metric ton LPG tank at JNPA and 49,577 cubic meters of liquid storage at Kochi. Cumulative capex for the fiscal year is expected to reach approximately $1.2 billion.
Highway Infrastructure Limited secured an Rs. 80.17 crore toll operations contract from NHAI, expanding its southern presence, as per a press release dated August 18, 2026. On August 18, 2026, multiple companies filed regulatory updates including Piramal Pharma Limited and Manipal Health Enterprises Limited announcing acquisitions, while Pritika Auto Industries Limited approved a preferential issue of up to 64 lakh equity shares in its subsidiary Pritika Engineering Components Limited. Amber Enterprises India Limited reported the conversion of its subsidiary IL JIN Electronics (India) Private Limited into a public limited company with a name change effective August 18, 2026. Additionally, Mamata Machinery Limited disclosed filing a patent application for its Recyclable Film Technology, and Ceigall India Limited announced securing MoRTH contracts valued at ₹2,149.62 crore. Mahanagar Telephone Nigam Limited disclosed the imposition of fines or penalties by TRAI under Regulation 30 and 51 of SEBI (LODR) Regulations, 2015. On August 18, 2026, multiple asset management companies including ICICI Prudential, Bajaj Finserv, Motilal Oswal, Bandhan, Nippon India, and Mirae Asset informed the Exchange of the Net Asset Values (NAV) per unit for their respective exchange-traded funds as of August 17, 2026. Specific NAVs declared include Rs. 130.8763 for ICICI Prudential Gold ETF, Rs. 250.1374 for Bajaj Finserv Nifty 50 ETF, Rs. 276.9414 for Nippon India ETF Nifty 50 BeES, and Rs. 264.4171 for Mirae Asset Nifty 50 ETF. Concurrently, DHARAN INFRA-EPC LIMITED disclosed an ongoing SEBI investigation, National Aluminium Company Limited appointed Shri Neeraj as a Non-Executive Independent Director effective August 14, 2026, and IndusInd Bank Limited announced its partnership with the Partnership for Carbon Accounting Financials. On August 18, 2026, Magellanic Cloud Limited's wholly owned subsidiary, Provigil Surveillance Limited, received a Letter of Acceptance from the Dedicated Freight Corridor Corporation of India Limited. Concurrently, Denta Water and Infra Solutions Limited issued a press release dated August 18, 2026, regarding the supply of six tanks from the Tungabhadra River for its Mukkumpi lift irrigation project. Additionally, SKF India Limited submitted an audio recording link for its Q1 FY 2026-27 earnings call held on August 17, 2026, while JSW Dulux Limited pro
Recent market and company developments associated with Aegis Logistics.
<img border="0" hspace="10" align="left" style="margin-top:3px;margin-right:5px;" src="https://timesofindia.indiatimes.com/photo/134300814.cms" />Top stock market recommendations: Aegis Logistics, Aarti Pharmalabs, and Just Dial - are the top stocks to buy recommended by Aakash K Hindocha, Vice President - Research, Nuvama Professional Clients Group/Nuvama Wealth for September 17, 2026.
Indian stock market indices, Sensex and Nifty 50, are set to open flat on 17 September, influenced by mixed global cues. Recent trends show Nifty 50 closing above 23,200, while faces volatility around key support levels. A potential bearish pattern persists amid consolidation signs.
Breakout stocks to buy: Sumeet Bagadia recommends five breakout stocks to buy today — Heritage Foods, eClerx Services, JK Paper, HDFC Bank, and Aegis Logistics.
Buzzing Stocks
Aegis Logistics is reshuffling its terminal assets, transferring its newly commissioned ammonia storage facility at Pipavav Port to step-down subsidiary Aegis Terminal (Pipavav) for ₹525 crore. The slump sale covers a terminal with 36,000 metric tonnes of static storage capacity and was completed through a business transfer agreement, with the consideration payable upon execution.
Brokerage firm JPMorgan has an "overweight" rating on the stock with a target price of ₹1,670 per share, an upside of 22% from its previous close.
Aegis Logistics, Motilal Oswal, Recommendations, Neutral
Aegis Logistics is in advanced discussions to acquire Tristar for $1.5 billion. This consolidation could be one of the industry's largest efforts. Aegis is seeking acquisition financing from lenders for the deal. Tristar operates across many countries, complementing Aegis's expansion plans. The companies are currently holding bilateral negotiations under an exclusivity period.
Comprehensive Section Breakdown for Aegis Logistics
Strategic Vision: Integrated oil, gas, and chemical logistics provider in India.
• Network of port-based liquid and gas terminals
• Integrated logistics and supply chain services
Aegis Logistics Ltd. delivered a strong March 2026 quarter. Revenue from operations reached ₹2,594.39 crore, rising 50% from the previous quarter and 52% from the same quarter last year. Profit before tax surged 99% sequentially to ₹595.76 crore, while year‑on‑year growth was 56%. Other income contributed ₹87.34 crore. Four separately reported expense items — employee benefits, finance costs, depreciation, and other expenses — totalled ₹283.66 crore. The remaining costs, dominated by purchases of LPG, chemicals, and fuel, amounted to ₹1,802.31 crore, reflecting the trading‑intensive nature of the logistics business.
Revenue followed a quarterly pattern in FY2025‑26: ₹1,719.41 crore in Q1, ₹2,294.01 crore in Q2, ₹1,725.40 crore in Q3, and ₹2,594.39 crore in Q4. The March quarter was the highest of the five quarters shown, and the 50% sequential increase was the largest quarter‑on‑quarter movement in the series.
Profit before tax traced a similar path — Q1: ₹227.90 crore, Q2: ₹310.20 crore, Q3: ₹299.38 crore, Q4: ₹595.76 crore. The near‑doubling from Q3 was the sharpest sequential jump, and the absolute figure was the highest on record over the five quarters. On a year‑on‑year basis, profit before tax rose 56%, slightly outpacing revenue growth of 52%.
The company disclosed four expense categories for the quarter:
The total of these items is ₹283.66 crore.
Total income (revenue plus other income of ₹87.34 crore) was ₹2,681.73 crore. Subtracting profit before tax of ₹595.76 crore gives total expenses of ₹2,085.97 crore. After deducting the four reported expenses, the remaining ₹1,802.31 crore represents purchase costs for LPG, chemicals, and fuel along with other operating expenses not separately detailed — a pattern consistent with a logistics and trading business where procurement is the largest cost driver.
Other expenses rose sharply to ₹148.05 crore, up 96% from ₹75.47 crore in the previous quarter and the highest of the five quarters shown.
The March 2026 quarter marked a pronounced increase in revenue and profit before tax. Revenue rose 50% sequentially to ₹2,594.39 crore, while profit before tax nearly doubled to ₹595.76 crore. Year‑on‑year growth was 52% and 56% respectively. The cost structure remains dominated by product purchases, with a smaller portion accounted for by employee costs, finance charges, depreciation, and other operating expenses. Finance costs and other expenses both increased notably but were contained relative to the expanded revenue base. The alignment of segment and consolidated figures adds transparency. Overall, the quarter stands out as a period of markedly higher financial performance relative to the preceding quarters.
Category: Supply Chain
This segment encompasses the import, handling, and distribution of Liquefied Petroleum Gas (LPG), including bulk industrial LPG and instant gas connections.
Category: Supply Chain
Aegis Logistics provides logistics and distribution for transport fuels such as AutoLPG, petrol, and diesel, and offers transport fuel dealerships.
Category: Supply Chain
This involves the logistics infrastructure and services for gas, leveraging its terminal network for efficient handling and movement.
Category: Supply Chain
The company's liquid logistics operations utilize its port-based terminals to manage the storage and movement of various liquid chemicals and petroleum products.
Core Thesis: An integrated approach provides a comprehensive suite of logistics and supply chain services across oil, gas, and chemical sectors.
• Terminal Network: Operates a network of state-of-the-art liquid and gas terminals strategically located across major ports. • Integrated Services: Offers a comprehensive suite of logistics and supply chain services catering to both industrial and retail customers. • Diverse Offerings: Provides services including LPG import/handling, transport fuel distribution, gas and liquid logistics, bunker fuel supply, and fuel conversion solutions.