Synopsis: Aegis Logistics gained sharply as investors looked beyond temporary LPG supply challenges, betting on stronger demand, supply diversification, infrastructure expansion, and improving operating conditions to support future growth prospects.
The shares of this mid cap company majorly engaged in providing logistic solutions for oil, gas, chemicals, petrochemical industries, jumped upto 13 percent after investors focused on the company’s long-term growth prospects despite ongoing LPG supply challenges.
With the market capitalization of Rs. 31,458 Crores, the shares of Aegis Logistics Ltd reached an intraday high of Rs. 908 per share, rising nearly over 13 percent from its previous day close of Rs. 801 per share and is trading at a P/E of 35.1 whereas industry P/E stands at 31.3
Why are shares up 13 percent today?
Shares of Aegis Logistics rallied over 13 percent as investors focused on the company’s long-term growth prospects despite ongoing LPG supply challenges. A key concern remains the company’s subsidiary, Aegis Vopak Terminals highly dependent on LPG, which contributes nearly 52 percent of revenue, leaving it exposed to short-term supply disruptions. However, analysts expect conditions to improve, with LPG import markets likely normalizing by Q2 FY27 as geopolitical tensions ease and sourcing becomes more diversified.
The company has already reduced reliance on West Asian supplies by expanding procurement from countries such as the US, Canada, Argentina and Nigeria, improving supply resilience. Jefferies expects a robust 41 percent EBITDA CAGR during FY26-FY28, driven by an estimated 46 percent LPG volume CAGR, supported by capacity additions and the Kandla-Gorakhpur LPG pipeline. Meanwhile, JP Morgan highlighted that energy shortages have eased from 50 percent in April 2026 to 30 percent in May 2026, indicating gradual improvement in supply conditions.
Future growth is also expected to be supported by higher gas distribution volumes, the ramp-up of facilities at Mangalore, Haldia and Pipavav, and benefits from multimodal evacuation infrastructure projects, reinforcing confidence in the company’s medium-term growth trajectory.
About the Company and Financials:
Aegis Logistics is a leading integrated oil, gas and chemical logistics player in India, with a strong presence across LPG storage, handling, sourcing and distribution. In FY26, the company reported 5,152 KMT logistics volume, 754 KMT distribution volume, and 607 KMT sourcing volume. LPG contributes around 52 percent of revenue, while ongoing infrastructure expansion, capacity additions, terminal network strengthening, and improved connectivity through strategic projects position the company to benefit from rising LPG imports and growing energy demand across India.
YoY: Revenue grew 52.1 percent from Rs. 1,705 crore to Rs. 2,594 crore, while operating profit increased 52.6 percent from Rs. 409 crore to Rs. 624 crore. Net profit rose 43.1 percent from Rs. 318 crore to Rs. 455 crore.
QoQ: Revenue increased 50.4 percent from Rs. 1,725 crore to Rs. 2,594 crore, while operating profit surged 110.1 percent from Rs. 297 crore to Rs. 624 crore. Net profit grew 95.3 percent from Rs. 233 crore to Rs. 455 crore.
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