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Prices as of 8 Oct 2026 close · Not investment advice

Aegis Logistics Limited

NSE: AEGISLOGTrading - Gas

Share price

₹1,382.30

-5.33% close of 8 Oct 2026

Market cap ₹48,381 CrP/E 38.7

Price-based ratios (P/B, dividend yield, EV/EBITDA) are as of 7 Oct 2026, the close above is 8 Oct 2026.

Business score

How strong the business is, in one number. The parts behind it are in Pro.

58

out of 100 · worked out 8 Oct 2026

Your ratios

The numbers you want to see first. Tap Edit to change them.

Market cap

₹48,381 Cr

P/E ratio

38.7

P/B ratio

8.0

ROCE

13.3%

ROE

16.3%

Dividend yield

0.6%

Price & valuation chart

How the share price and its valuation have moved. Hover over the chart to see any day. Prices as of the last close.

Prices as of 8 Oct 2026 close52-week high ₹1,486.0052-week low ₹587.95

Answers

Simple answers to the questions investors ask most, from the company's own numbers.

How fast it has been growing

Sales grew 30.4% over the past year, and 19.5% a year over its longer record. Meanwhile what it keeps of every 100 rupees of sales improved from 11.1% to 21.1% over the last four years.

Whether it grew faster than its sector

It grew 19.5% a year against a sector median of 11.6% — 7.9 percentage points faster.

Room to re-rate, or risk of de-rating

At 38.7× earnings it costs 1.6× the market, which pays 23.9× across 2199 companies we can price. Its own industry sits at 7.9×, across 5 companies. It is against its own five-year median of 31.7×, the 68th percentile of its own range.

Whether growth justifies the valuation

Priced at 1.6 times its growth rate, on earnings growth of 24%.

Profit growthPrice per ₹1 profitPer 1% growth
Aegis Logistics Limited — this one24%/yr38.7×₹1.6
Reliance Industries5%/yr21.3×₹4.3
Oil & Natural Gas Corporation1%/yr6.3×₹6.3
Coal India-1%/yr8.1×—
Indian Oil Corporation62%/yr5.2×₹0.08
Bharat Petroleum Corporation107%/yr7.9×—

Compared with companies filed under the same label. That grouping comes from the exchange's filing category, so some of them may not be real rivals.

How it compares with its peers

Against companies across the whole Oil, Gas & Consumable Fuels sector, it ranks 29 of 46 on returns, 10 of 43 on growth, 18 of 47 on margin. That grouping comes from the exchange's filing category, so some of them may not be real rivals.

What makes it hard to beat — and is that still true?

No durable advantage shows in the numbers: it earns 13.3% on capital, ahead of 37% of companies across its whole sector. That grouping comes from the exchange's filing category, so some of them may not be real rivals.

Whether its growth pays for itself

Yes — Over the last five years it made ₹3880 crore of cash from the business and spent ₹3303 crore on plant and equipment, with ₹577 crore to spare; it still raised ₹4152 crore mostly borrowed — borrowings rose from ₹835 crore to ₹4150 crore. And the profit is real: of every 100 rupees it reported over 12 years, about 121 arrived as cash (before interest, which is why it can exceed the profit). Its cash comes back faster than it used to: it went from being paid 11 days before it paid its own suppliers to paid 113 days before it paid its own suppliers.

Profit reality check

Is the profit real cash? Simple checks on the accounts. Facts only, not advice.

9 of 9 checks clear · 100%

Latest result · Q1 FY27

What the last results showed. Whether management kept its word is in Pro.

Profit more than tripled as fuel-handling margins ran far above the ₹7,000 a tonne guided.

Announced 6 Aug 2026 · Consolidated · Unaudited

Revenue

₹2,357 Cr

Revenue vs last year

+37.1%

Revenue vs last quarter

-9.1%

Net profit

₹545 Cr

Profit vs last year

+211.3%

Profit vs last quarter

+19.7%

Net margin

23.1%

EPS

₹13.80

Earnings call transcript · 14 Aug 2026

Checklist before you investPRO

Points for and against, in one list.

Key numbers & peers

The main numbers grouped by topic, and how the company compares with similar ones.

Price

Market cap
₹48,381 Cr
Prev close
₹1,382.30
52w High
₹1,529
52w Low
₹576
Enterprise value
₹48,463 Cr
Beta
0.9
Price CAGR 1y
78.0%
Price CAGR 3y
65.0%
Price CAGR 5y
45.0%
Price CAGR 10y
25.0%

Ratios

Return on assets
7.8%
PEG ratio
1.6
P/E ratio
38.7
P/B ratio
8.0
EV / EBITDA
36.3
Industry P/E
14.4
ROCE
13.3%
ROCE 5y average
14.8%
ROE
16.3%
Debt / Equity
0.7
Interest coverage
10.8
Dividend yield
0.6%
ROE 3y average
16.0%
ROE last year
16.0%

Annual P&L

Annual revenue
₹8,333 Cr
Annual profit
₹1,107 Cr
Operating margin
17.0%
Net profit margin
13.3%
EBITDA margin
17.4%
Sales growth 3y
-1.1%
Sales growth 5y
16.7%
Profit growth 3y
24.0%
Profit growth 5y
31.0%
EPS
₹25.6
Sales growth TTM
30.0%
Profit growth TTM
89.0%
Dividend payout
34.0%

Quarter P&L

Sales latest quarter
₹2,357 Cr
Profit latest quarter
₹545 Cr
YoY quarterly sales growth
37.1%
YoY quarterly profit growth
211.4%
OPM latest quarter
30.3%

Balance Sheet

Book Value
₹173
Face Value
₹1.0
Total debt
₹4,150 Cr
Total cash
₹4,195 Cr
Borrowings
₹4,150 Cr
Reserves / Equity
172.0

Cash Flow

Operating cash flow
₹2,028 Cr
Free cash flow
₹1,212 Cr
FCF yield
2.2%
Net cash flow
₹1,101 Cr

Shareholding

Promoter holding
58.1%
FII holding
19.5%
DII holding
3.6%
Public holding
18.8%

Peer comparison

CompanyPrice ₹P/EMkt cap ₹ CrDiv yield %Profit qtr ₹ CrProfit var %Sales qtr ₹ CrSales var %ROCE %
Aegis Logistics1,460.2041.051,2350.60544.8268.92,356.937.113.3
Median1,460.2041.051,2350.60544.8268.92,356.937.113.3

Competes with: Axiom Gas Engineering Limited

Quarterly results

Sales and profit for each of the last 13 quarters. Newest on the right. ₹ crore.

Consolidated · to 30 Jun 2026
Line itemJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales2,1011,2351,8731,8371,6011,7501,7071,7051,7192,2941,7252,5942,357
Expenses1,9051,0271,6621,5301,3691,5261,4741,2961,4792,0031,4281,9701,643
Material Cost000000
Change in Inventories-22-31114-5426-443
Purchases of Stock-in-Trade1,2151,4191,7831,3811,7771,994
Employee Cost242527262025
Other Expenses8067807514868
Operating Profit196208212307232224233409240291297624714
OPM %9.32171117151314241413172430
Other Income374445634439606563968187106
Exceptional items (within Other Income)000000
Interest30273029313051523324266348
Depreciation33343433373737414252535353
Profit before tax170192192307208196204381228310299596719
Tax %22222123242222172321222424
Net Profit133150152237158152160318175244233455545
EPS in Rs3.303.623.715.593.753.593.548.023.745.125.041214
Diluted EPS in Rs8.023.745.125.041214

Profit & loss

Yearly sales, costs and profit for 12 years, plus the last 12 months (TTM). ₹ crore.

Consolidated · to 31 Mar 2026
Line itemMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales3,9152,2123,9304,7915,6167,1833,8434,6318,6277,0466,7648,3338,971
Expenses3,7712,0263,7274,5255,2456,9063,4564,0967,9556,1235,6666,8817,045
Material Cost00
Change in Inventories-11755
Purchases of Stock-in-Trade5,4146,359
Employee Cost9697
Other Expenses273370
Operating Profit1441852042663712773885356729231,0981,4521,926
OPM %3.7085673.901012813161721
Other Income428688333739187190208326370
Exceptional items (within Other Income)00
Interest201816152633172288116165146161
Depreciation2323243451697279126135152199210
Profit before tax1421531692253022083364726458619891,4331,925
Tax %21172151735261821222023
Net Profit1121261332142521342493855116727871,1071,476
EPS in Rs3.103.393.575.926.632.936.36101316192636
Diluted EPS in Rs1926
Dividend Payout %242729212158312544404234

Compounded growth

Average yearly growth over different spans, as stored. A span can cross a demerger or an acquisition.

Compounded sales growth

10 years
14%
5 years
17%
3 years
-1%
TTM
30%

Compounded profit growth

10 years
23%
5 years
31%
3 years
24%
TTM
89%

Stock price CAGR

10 years
25%
5 years
45%
3 years
65%
1 year
78%

Return on equity

10 years
15%
5 years
16%
3 years
16%
Last year
16%

Balance sheet

What the company owns and what it owes, at the end of each year. ₹ crore.

Consolidated
Line itemMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital333333333334353535353535
Reserves3944718041,1741,3581,6211,9012,1453,4973,8594,5966,020
Borrowings2181882863042392537348351,9242,6654,6064,150
Other Liabilities2912068717037159823719461,6131,3691,8434,064
Minority Interest1,0912,729
Total Liabilities9378991,9942,2142,3452,8903,0423,9617,0697,92911,08014,269
Fixed Assets4544727481,2821,3291,6991,7112,3763,6614,1395,0866,363
CWIP34733131261212204882534126971,308764
Investments210001070020419401,745
Other Assets4283549338068859648441,3332,7922,8994,6865,398
Total Assets9378991,9942,2142,3452,8903,0423,9617,0697,92911,08014,269

Cash flows

Real money coming in and going out each year — from the business, from investments and from loans. ₹ crore.

Consolidated
Line itemMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity1221381771915561464422803586565582,028
Cash from Investing Activity15-64-220-296-155-151-428-179-931-712-1,463-2,533
Cash from Financing Activity-77-8347184-143-12661-3041,3112561,2831,606
Net Cash Flow61-9480258-13174-2037382003781,101
Free Cash Flow7547-46-108402-2483-113-17942-3861,213

Ratios

How fast customers pay, how long stock sits, and how well capital earns — year by year.

Consolidated
Line itemMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days19166626152395835273721
Inventory Days2222226974137
Days Payable19156932352396342283140
Cash Conversion Cycle23-2-3-183631320-12
Working Capital Days-5-8-27-29-30-9-23-117-8-12-113
ROCE %212420182013151716151313

Shareholding pattern

Who owns the company — founders (promoters), foreign funds, Indian funds and the public. In %.

Consolidated · to 30 Jun 2026
Line itemSep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters585858585858585858585858
FIIs191818181818181717182020
DIIs4.535.084.926.716.686.696.316.406.255.413.673.60
Public191919181717181919191919
No. of Shareholders60,39560,27565,44562,66074,81073,78486,74984,32381,42577,69578,19077,194

Price trend

The price as a Renko brick chart: small moves drop out so the bigger path stands out.

Change over 1 year +71.5% (₹805.90 → ₹1,382.30)Brick size ₹72.54 (fixed)Bricks 20
₹750₹1,000₹1,250₹1,382Jan '26Jun '26Sep '26
Price moved up one brickPrice moved down one brickLast close ₹1,382.30 on 8 Oct 2026

Every brick is the same size, about one typical day's move. A new brick needs a full brick's move; turning the other way needs two. Bricks show where the price went, not where it will go.

Open interestPRO

Where option traders are positioned on this stock.

Industry numbers

The numbers that matter most in this industry, from the company's own filings.

1 when an audit qualification is filed as repetitive

0.00flag

2026-03-31

the company's own unlisted debt securities in default at period end

0.00cr

2026-06-30

the company's own loans / revolving facilities in default at period end (standalone filing)

0.00cr

2026-06-30

guarantees / comfort given for promoter, promoter group, directors and KMP

0.00cr

2026-03-31

loans outstanding to promoter, promoter group, directors and KMP (governance filing)

0.00cr

2026-03-31

security given for the borrowing of promoter, promoter group, directors and KMP

0.00cr

2026-03-31

FY revenue / permanent employees + workers, same basis (calc)

10,87,53,995inr

2026-03-31

News

News and filings about Aegis Logistics Limited. Open one to see why it matters.

Supply chain

Who it buys from, sells to and competes with — as recorded in our map of company links.

Competes with

Uses as raw material

  • LPG
  • butane
  • propane

Depends on the price of

  • Crude Oil Brent
  • lpg_propane_butane

Sells to

Buys from

About

What the company is, from our own records: where it sits, where it makes things, and what it is made of.

Sector
Oil, Gas & Consumable Fuels
Industry
Trading - Gas
Classification
Oil, Gas & Consumable Fuels › Trading - Gas
ISIN
INE208C01025

Business segments

  • Gas Terminal Division · 92%
  • Liquid Terminal Division · 8%

Plants

  • Haldia LPG/Gas Terminal
  • Kandla LPG/Gas Terminal
  • Kochi Liquid Terminal · Kochi, Kerala
  • Mangalore LPG Terminal
  • Mumbai LPG/Gas Terminal
  • Mumbai Liquid Terminal · Mumbai, Maharashtra
  • Pipavav LPG Terminal · Pipavav, Gujarat

News impact

Big market events that reach Aegis Logistics Limited, and how the effect spreads.

Who it hits first

  • Ukraine says its drones hit a Russian oil refinery as drone attacks step up, raising fears of fuel-supply disruption.
  • Brent crude sits near USD 98.4 a barrel, up 15.37% in a month, so refiners face costlier crude while oil producers enjoy richer selling prices.
  • For India, that means pressure on fuel sellers' margins and on makers whose raw materials come from crude, with only explorers cushioned.

Who may gain

  • Hindustan Oil Exploration, an oil and gas explorer, which gets higher selling prices when crude stays dear.
  • Aegis Vopak Terminals, an oil and gas storage handler flagged as roughly positive on crude in the pack, though the gain is small and uncertain.

Along the supply chain

Downstream

Downstream, fuel sellers such as Indian Oil and Bharat Petroleum pass crude on to drivers and airlines (Indian Oil even supplies Maruti, Tata Motors and IndiGo), so dearer crude raises costs for transport and vehicle demand.

Upstream

Upstream, crude producers and oilfield service firms (explorers, drillers, offshore support) gain pricing power as supply fears lift crude — the pack flags explorers with a positive crude link.

Where demand moves

Business

Business demand shifts rather than grows: refiners and fuel sellers (Indian Oil, Bharat Petroleum, Reliance's fuel arm) pay more for crude without matching pump-price room, squeezing margins, while upstream producers see stronger takings on each barrel sold.

Capital

Investor money tends to hide from margin-squeezed refiners and crude-linked chemical buyers toward upstream producers, though a single strike headline usually moves prices only modestly.

How it spreads across sectors

Chemicals

Cost push: makers using crude-linked inputs (aromatics, polymers, fragrances) see margins narrow while oil stays high.

Fast Moving Consumer Goods

Mild drag: packaging and freight costs edge up with crude, trimming consumer-goods margins slightly.

Oil, Gas & Consumable Fuels

Split: refiners and fuel sellers face a margin squeeze from dearer crude while explorers gain on richer selling prices.

Commodity angle

Commodity

Crude Oil Brent

Move series

Crude Oil Brent

Note

Brent crude spiked on the refinery-strike supply scare (USD 98.4 a barrel, up 15.37% in a month). The pack's resolved-move margin bps were copied exactly onto Indian Oil (-15.49), Tarsons (-9.076) and S H Kelkar (-7.78); null kept where the pack carried none.

Shock

price

Unit

USD/barrel

A pattern seen before

Cascade chain

  • Russian refinery hit by drones → crude supply fears
  • Brent near USD 98.4 (+15.37% in a month) → refiner crude costs up
  • Refiner margins squeezed (Indian Oil margin bps -15.49 on resolved move)
  • Crude-linked chemical and polymer input costs up (Tarsons -9.076, S H Kelkar -7.78 bps)
  • Fuel and freight costs push FMCG, airline and auto costs up

Pattern name

Crude Oil Cascade

Patterns

  • Crude Oil Cascade

Sectors queried

  • Cement
  • Chemicals
  • FMCG
  • Power

When it plays out

Immediate

Crude stays jumpy and refiner shares wobble as traders price the refinery outage and the next drone headline.

Medium term

A longer outage would force fuel-price or margin decisions and lasting chemical cost pass-through; otherwise this fades as one headline.

Short term

If strikes continue, refining margins and chemical input costs stay squeezed; a lull in attacks lets crude and margins settle.

Who it hits first

  • Aegis Logistics is directly positively impacted as Q4 FY26 consolidated net profit rose 45% YoY to Rs 413 crore and the board recommended a Rs 6.70 per share final dividend.

Who may gain

  • PETRONET may see mild positive read-through for gas infrastructure demand, but the event is company-specific to Aegis Logistics.
  • ADANIPORTS may get limited logistics-sector sentiment support, though Aegis' earnings do not imply direct cargo volume redistribution.

Along the supply chain

Downstream

No direct downstream customer impact is identified; any effect is sentiment-led for logistics and gas infrastructure peers.

Upstream

No direct upstream commodity or input-cost link is identified from the earnings event.

Where demand moves

Business

No direct supply-chain link — purely earnings and dividend event for Aegis Logistics with limited read-through to gas logistics peers.

Capital

Short-term capital may rotate toward profitable logistics and oil-gas infrastructure names, but the strongest flow effect should remain concentrated in AEGISLOG.

How it spreads across sectors

Logistics

Positive earnings surprise at Aegis can lift near-term sentiment for asset-backed logistics and terminal operators.

Oil & Gas

Gas logistics and LNG infrastructure names may see mild sentiment support, but no commodity price or regulatory driver is present.

When it plays out

Immediate

AEGISLOG may react positively over 1-7 days on profit growth and dividend headlines, with peers seeing limited sympathy movement.

Medium term

Over 1-6 months, rerating depends on whether earnings growth converts into stronger free cash flow and stable margins.

Short term

Over 1-4 weeks, market focus should shift to sustainability of revenue growth, cash conversion, and valuation comfort.

Dividends, splits & big trades

Money paid out, share splits and buybacks, and big buys or sells by funds and insiders.

Dividends

10 Jul 2026unspecified₹6.7
18 Jul 2025unspecified₹6
25 Jun 2025interim₹2
26 Jun 2024unspecified₹2
22 Apr 2024interim₹1.25
23 Feb 2024interim₹2
3 Aug 2023interim₹2.5
30 Jun 2023unspecified₹1.25

Splits, bonuses & buybacks

  • daily-prices repair: 1 rows from NSE's archive (replace 0, delete 0, insert 1), 2026-02-01..2026-02-01 (docs/flat_day_repair.md)1× · 1 Feb 2026
  • nse-rename-history fill: 2082 NSE bars before cutoff, ISIN INE208C01025@2016-01-01, symbols AEGISCHEM (docs/nse_rename_history.md)1× · 30 May 2024

Documents

Annual reports, results presentations and earnings calls, straight from the source.

Facts from company filings and exchange data. Not investment advice: nothing here tells you to buy or sell.