NSE: AEGISLOG · BSE: 500003 · ISIN INE208C01025
Aegis Logistics Limited stock analysis
Aegis Logistics Limited ranks #455 in the TickerSutra evidence-ranked universe with a score of 64/100 and 95% data confidence. The latest captured fundamentals show ROCE of 13.3%, quarterly sales growth of 37.1% and quarterly profit growth of 268.9%.Monitor only
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- Strong CFO/EBITDA of 1.4×
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- Debt/equity is above 0.5×
- Extreme base-effect growth requires manual validation
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹4,631cr | ₹535cr | ₹385cr | 12.0% |
| 2023 | ₹8,627cr | ₹672cr | ₹511cr | 8.0% |
| 2024 | ₹7,046cr | ₹923cr | ₹672cr | 13.0% |
| 2025 | ₹6,764cr | ₹1,098cr | ₹787cr | 16.0% |
| 2026 | ₹8,333cr | ₹1,452cr | ₹1,107cr | 17.0% |
| TTM | ₹8,971cr | ₹1,926cr | ₹1,476cr | 21.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
RoutineAlteration Of Capital and Fund Raising-XBRLNSE · 29 Sept 2026 · Structured filingAEGIS LOGISTICS LIMITED has informed the Exchange regarding Issuance of securities
AEGIS LOGISTICS LIMITED has informed the Exchange regarding Issuance of securities
Open original XBRL sourceAegis Logistics Limited has informed the Exchange about raising of funds
RoutineAegis Logistics Ltd - 500003 - Intimation Under Regulation 30 Of The SEBI (LODR) Regulations, 2015BSE · 28 Sept 2026Intimation is attached.
RoutineOutcome of Board MeetingBSE · 28 Sept 2026Aegis Logistics Limited has informed the Exchange regarding Outcome of Board Meeting held on September 28, 2026.
RoutineGeneral UpdatesNSE · 26 Sept 2026Aegis Logistics Limited has informed the Exchange about Incorporation of a step-down subsidiary
MANAGEMENT COMMENTARY
Signals from filed documents
As we have emphasized in the past, this division remains a well-diversified and stable cash-generating business for the company. And we continue to invest in capacity expansion within this segment, enabling us to capitalize on growth opportunities while further strengthening its contribution to our overall portfolio. I would like to particularly emphasize the exceptional performance delivered during the quarter.
So to summarize, the sharp increase in the EBITDA of the gas business was driven by 2 key factors: First, the resilience of our logistics and sourcing business, which maintains stable volumes despite the challenging global environment. And secondly, the outstanding performance of our distribution business, which achieved record volumes along with healthy margin expansion. If I can switch to the port-by-port operation
Throughput volumes of LPG have increased substantially to 5.2 MMT (million metric tonnes) in 2025-26 from 2.9 MMT in 2021-22. FY 2025-26 Financial Performance Reflecting strong operating leverage and enhanced asset utilization levels across all key port terminals, the Group recorded strong profit growth during the financial year. With the rapid increase in LPG distribution volumes and liquid tankage capacity, the ope
And I'm pleased to say that we are -- we have secured additional land and are evaluating a further addition of 60,000 cubic meters of liquids here as well. As far as new ports are concerned, you're aware that we have signed a nonbinding memorandum of understanding to participate in the development of Vadhavan Port with a potential investment of approximately INR20,000 crores, subject to the necessary approvals, land
Historically, this has been a high demand port benefiting from its important location and strong customer franchise. And based on customer interest in existing demand trends, we are confident that this new capacity will ramp up utilization quickly once it becomes operational. Just to remind people, currently, Mumbai Port capacities comprise 334,000 cubic meters of liquid storage capacity and 21,000 metric tons of sta
The policy of the Company on directors’ appointment and remuneration, as required under Sub-section (3) of Section 178 of the Companies Act, 2013, is available on the Company’s website https:/ /aegisindia.com/investor-information/#policies-and- codes The Policy will also help the Company to attain optimal Board diversity and create a basis for succession planning. In addition, it is intended to ensure that – a) the C
The hyperlink is: www.aegisindia.com. In addition, there are internal policies which are approved by the Board of Directors of the Company. **As on March 31, 2026, no investor grievance remained unattended for more than thirty days.
In case of non- resolution through the Conciliation process or if the listed Company or the investor desire, the matter can be escalated to Arbitration process. News releases/Investor Updates and Investor presentations on the Company’s quarterly, half-yearly as well as annual financial results made to Institutional Investors and analysts are regularly uploaded on the Company’s website www. aegisindia.com after its su
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
DIRECTOR & BUSINESS NETWORK
Loading corporate intelligence
Loading universe coverage and exchange-backed evidence…