Aegis Logistics Limited has confirmed that it holds 49,53,73,957 equity shares of Aegis Vopak Terminals Limited free of any encumbrance. This stake represents 44.71% of the company's total equity. The declaration was submitted to the stock exchanges to comply with regulatory disclosure requirements.

The disclosure was made under Regulation 31(4) & (5) of the SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011. Aegis Logistics Limited, acting in its capacity as a promoter of Aegis Vopak Terminals Limited, stated that no encumbrance has been created directly or indirectly on the specified shares.

The following table details the shareholding declared:

The declaration, dated April 6, 2026, was addressed to the Audit Committee of Aegis Vopak Terminals Limited and submitted to the National Stock Exchange of India Limited and BSE Limited. The confirmation ensures transparency regarding the holding status of the promoter entity.

Aegis Vopak Terminals Limited reported a 52.1% increase in net profit to INR341.9 crores for the financial year ended March 31, 2026, driven by improved operating leverage and new capacity additions. Revenue from operations grew 17% year-on-year to INR923.1 crores, supported by a 19.4% rise in operating EBITDA to INR686.5 crores. The Board has recommended a final dividend of INR0.2 per share for the fiscal year. The company disclosed these figures in the transcript of its earnings conference call held on June 9, 2026.

Operational and Financial Performance

For the fourth quarter of FY26, revenue from operations increased 22.2% year-on-year to INR243.5 crores. Liquid terminaling revenue rose 31% to INR121.1 crores, while gas terminaling revenue grew 14.6% to INR122.4 crores. Quarterly gas throughput reached 1 million metric tons. Q4 operating EBITDA grew 24.2% to INR179.2 crores, and net profit increased 15.3% to INR73.9 crores.

Expansion and Capex Plans

The company is executing a capital expenditure plan under Project GATI, with aggregate capex expected to reach approximately USD1.2 billion by the end of the next year. Management outlined a planned capex pipeline of roughly USD5 billion by 2030 to support traditional energy demand and emerging energy transition value chains. Funding will combine internal accruals with debt, targeting a gearing ratio of approximately 0.6x.

Key developments include the acquisition of a 75% stake in Hindustan Aegis LPG Limited, adding 25,000 metric tons of LPG storage capacity at Haldia. At JNPT, the company is adding approximately 318,100 cubic meters of liquid storage and 77,236 metric tons of LPG capacity, with the first phase of new liquid capacity expected to be operational in Q1 FY27. The total capex for the JNPT program is approximately INR1,675 crores.

Strategic Initiatives

Aegis Vopak commissioned cryogenic LPG terminals at Pipavav and Mangalore in June 2025, adding 48,000 metric tons and 82,000 metric tons of capacity respectively. The company is also developing India's first independent ammonia terminal at Pipavav with 36,000 metric tons static capacity, backed by a 15-year take-or-pay agreement with Hindustan Zinc. ITOCHU Corporation acquired a 10% stake in the ammonia subsidiary, with plans to increase this to 25% over three years.

The company raised INR660 crores through Series 1 non-convertible debentures and INR1,030 crores through Series 2 NCDs during the year to strengthen its balance sheet. The transcript was submitted to the National Stock Exchange of India Limited and BSE Limited by Priyanka Vaidya, Company Secretary and Compliance Officer.

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE0INX01018/0e41b726b98c471d.pdf