Aegis Vopak Terminals Ltd ( company name ) will host an earnings conference call with analysts and investors on Friday, August 14, 2026, at 3:00 PM IST. The session aims to provide clarity on the company’s financial performance for the first quarter of FY27 (Q1 FY27), offering stakeholders direct access to management commentary on operational and financial metrics for the period.

The announcement was made pursuant to Regulations 30 and 46(2) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The notice was issued by Priyanka Vaidya, Company Secretary and Compliance Officer, on August 6, 2026, and filed with both the National Stock Exchange of India Limited and BSE Limited.

Call Details

The conference call will be conducted via a dial-in format, allowing participants to join from various international locations. Pre-registration is available through the link provided in the official invite.

Key Participants

Senior leadership from Aegis Vopak Terminals Ltd will lead the discussion during the call:

• Raj Chandaria, Chairman & Managing Director
• Murad Moledina, Non-Executive Director

Investors seeking further information or assistance with registration may contact Ms. Payal Dave or Mr. Irfan Raeen at MUFG - IR via email.

Aegis Vopak Terminals Limited submitted a revised outcome of its Board Meeting on August 5, 2026, to rectify a typographical error in the date of the meeting mentioned in the Limited Review Report for its standalone financial results. The correction is purely clerical and does not alter any financial figures or operational disclosures for the quarter ended June 30, 2026. Investors need not adjust their valuation models as the core performance metrics remain intact.

The Board of Directors had originally approved the unaudited financial results on August 5, 2026. The statutory auditors, C N K & Associates LLP, issued an unmodified limited review report confirming compliance with Regulation 33 and Regulation 52 of the SEBI Listing Obligations and Disclosure Requirements Regulations, 2015. The revision ensures alignment between the Board’s approval date and the auditor’s report documentation.

Financial Performance Overview

Standalone net profit stood at ₹506.8 crore, a 19% year-on-year increase from ₹426.6 crore in Q1FY25. Consolidated net profit attributable to owners of the company was ₹660.8 crore, down 3% from ₹710.2 crore in the prior year quarter. Standalone revenue from operations grew 29% to ₹1,784.9 crore, while consolidated revenue declined 1% to ₹2,337.7 crore due to accounting treatments under Ind AS 103 for recent acquisitions.

Segment-wise Contribution

The Liquid Terminal Division generated segment revenue of ₹1,007.1 crore, up from ₹712.1 crore in Q1FY25, with segment results rising to ₹594.9 crore. The Gas Terminal Division reported revenue of ₹778.1 crore against ₹671.5 crore previously, with segment results at ₹447.6 crore. Consolidated segment results totaled ₹1,290.8 crore, reflecting integration costs from recent acquisitions.

Strategic Acquisitions and Compliance

Aegis Vopak acquired 96% of Aegis Terminal (Pipavav) Limited effective November 13, 2025, and a 75% stake in Hindustan Aegis LPG Limited effective January 6, 2026. These transactions were accounted for using the pooling of interest method under Appendix C to Ind AS 103. Additionally, the company submitted security cover certificates for its Non-Convertible Debentures (NCDs). For the ₹6,600 lakh NCDs, tangible movable fixed assets at Mangalore Port provided a security cover ratio of 1.30 times. For the ₹10,300 lakh NCDs, assets at Kandla and Pipavav Ports satisfied the same criteria. Axis Trustee Services Limited acts as the debenture trustee.

What the Numbers Show

The divergence between standalone revenue growth (29%) and consolidated revenue decline (1%) highlights the impact of restating comparatives for newly acquired entities. The standalone operating margin expansion to 81.16% indicates strong pricing power in the legacy business, while the consolidated EBITDA margin improvement to 76.75% suggests gradual operational efficiency gains despite integration expenses.