Aegis Logistics officials will participate in an investor meet in Singapore on October 22, 2026. The company will engage with various investors in person or virtually during the scheduled interactions.

Meeting details and disclosures

The company filed a notice with the BSE and National Stock Exchange of India on October 16, 2026. This intimation was made pursuant to Regulation 30 read with Part A of Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

The company stated that no unpublished price sensitive information (UPSI) is intended to be discussed during these interactions. A copy of the investor presentation has been submitted to both stock exchanges and made available on the company website for public information.

Operational notes

The schedule remains subject to change due to exigencies on the part of the company, the host, or analysts and investors. Sneha Parab, Company Secretary, signed the digital communication confirming the event details.

Aegis Logistics Limited reported a 211% YoY increase in consolidated net profit to ₹545 crore for Q1FY27, supported by record LPG distribution volumes and strong operational leverage.

The company’s normalized EBITDA rose 184% YoY to ₹727 crore, while revenue from operations grew 37% to ₹2,357 crore. This performance aligns with Aegis’ broader strategic expansion, including its recently announced acquisition of an 89.8% stake in Tristar Holdings Limited for $809 million, which is expected to close in Q4FY27.

Financial Performance Highlights

Aegis Logistics demonstrated significant margin expansion in the first quarter of FY27. The following table details the key financial metrics compared to the same period last year:

The surge in profitability was driven by robust volume growth across both logistics and distribution segments. LPG logistics volume stood at 5.2 MMT for FY26, with Q1FY27 volumes at 1.124 MMT. More notably, LPG distribution volume jumped to 277,000 MT in Q1FY27, up from 145,000 MT in Q1FY26, reflecting successful execution of its last-mile retail strategy.

Strategic Expansion: Tristar Acquisition

In October 2026, Aegis Logistics signed a definitive agreement to acquire 89.8% of Tristar Holdings Limited for an equity consideration of $809 million. The deal, executed through its wholly owned step-down subsidiary Aegis Logistics International Pte Ltd in Singapore, marks a significant shift from a domestically focused operator to an international energy logistics platform.

Tristar is an integrated liquid logistics provider operating in over 30 countries. For the fiscal year ended December 31, 2025, Tristar reported:

The acquisition is subject to regulatory approvals under applicable competition and anti-trust laws. Raj Chandaria, Chairman and Managing Director, stated that the transaction allows Aegis to benefit from greater scale, business diversification, and access to blue-chip customers globally.

Operational Strengths and Growth Drivers

Aegis continues to strengthen its position as India’s leading private sector LPG importer and handler. The company operates terminals across seven ports, including Kandla, Haldia, Pipavav, JNPT, Mumbai, Mangaluru, and Kochi. Key capacity highlights include:

• LPG Static Storage Capacity: 3,74,800 MT (including upcoming capacity)
• Liquid Storage Capacity: ~2.5 million KL
• Ammonia Capacity: 36,000 MT (commissioned August 2026)

The company’s integrated model spans sourcing, storage, terminalling, handling, and distribution. Its partnership with ITOCHU Petroleum since 2014 and Royal Vopak since 2022 has enhanced global sourcing capabilities and technical expertise in storing new products like ammonia.

What the Numbers Show

The divergence between revenue growth (37%) and EBITDA growth (184%) in Q1FY27 indicates substantial operating leverage. This suggests that incremental revenues are converting into profits at a significantly higher rate, likely due to better utilization of existing fixed assets and improved pricing power in the distribution segment. Furthermore, the company’s net cash position improved to ₹3,523 crore in FY26 from ₹307 crore in FY25, providing a robust balance sheet to fund the large-scale Tristar acquisition without immediate debt stress.