Aegis Logistics Limited , a leading player in India's oil, gas, and chemical logistics sector, has reported a strong financial performance for the quarter ended September 30. The company's standalone results show significant growth across key financial metrics, underlining its robust market position and operational efficiency.

Revenue and Profitability Soar

Aegis Logistics witnessed a substantial increase in its top line, with standalone revenue rising to ₹1028.00 crore in Q2, marking a 56.70% year-on-year growth from ₹656.00 crore in the corresponding quarter of the previous year. This impressive revenue growth was accompanied by a notable improvement in profitability.

Standalone net profit for Q2 stood at ₹167.00 crore, up from ₹72.00 crore in the previous year's corresponding quarter, showcasing a robust 141.00% year-on-year growth. This substantial increase in net profit underscores the company's ability to translate revenue growth into bottom-line results effectively.

Half-Year Performance

For the half-year period ended September 30, Aegis Logistics reported a slight decrease in profit, which reached ₹236.00 crore compared to ₹238.00 crore in the corresponding period last year. However, revenue for the six-month period grew significantly to ₹1864.00 crore from ₹1390.00 crore, representing a 34.00% increase.

Business Transfer Agreement

During the quarter, Aegis Logistics and its subsidiary Aegis Vopak Terminals Limited entered into a Business Transfer Agreement for the transfer of Gas storage undertaking at Pipavav location. This transaction resulted in a profit of ₹114.00 crore, which has been included under other income.

Dividend Declaration

The company declared and paid an interim dividend of 200% (₹2.00 per share) for the financial year, demonstrating its commitment to shareholder returns.

Consolidated Performance

On a consolidated basis, Aegis Logistics reported even stronger results:

• Quarterly profit increased to ₹244.00 crore, up from ₹152.00 crore in the previous year, representing a 60.50% growth.
• Consolidated revenue rose to ₹2294.00 crore from ₹1750.00 crore, marking a 31.00% increase year-on-year.

Conclusion

Aegis Logistics' Q2 results reflect a company on a strong growth trajectory. With substantial increases in revenue and profitability across both standalone and consolidated figures, the company appears well-positioned in the oil, gas, and chemical logistics sectors. The successful business transfer agreement and dividend payout further underscore the company's operational success and commitment to shareholder value.

Aegis Logistics Limited has taken a significant step towards expanding its infrastructure capabilities by signing a Framework Agreement with its associate company, Aegis Vopak Terminals Limited (AVTL). The agreement, executed on November 5, 2025, outlines plans for a major terminal project at Jawaharlal Nehru Port (JNPA).

Project Details

The project, dubbed 'J2 Project', involves the construction and development of a Greenfield Terminal at JNPA with the following specifications:

Financial Aspects

Under the terms of the agreement, Aegis Logistics is set to receive ₹502.50 crore from AVTL upon the execution of the Framework Agreement. This transaction marks a significant financial commitment to the project's development.

Operational Structure

The Framework Agreement stipulates that Aegis Logistics will be responsible for constructing and developing the Greenfield Terminal. Upon completion of the project, AVTL will acquire the terminal from Aegis Logistics. The companies will execute separate Asset Transfer Agreements following the project's completion.

Corporate Relationship and Compliance

It's worth noting that AVTL is an Associate Company of Aegis Logistics, making this a related party transaction. However, the company has confirmed that the deal has been conducted on an arm's length basis, ensuring compliance with regulatory requirements.

Regulatory Disclosure

The agreement's disclosure was made in compliance with Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. This transparency ensures that shareholders and the market are fully informed about this significant corporate action.

Implications

This agreement represents a strategic move for Aegis Logistics, potentially enhancing its position in the logistics and storage sector. The substantial investment and the scale of the project indicate confidence in the growth potential of port-based storage and distribution facilities.

As the project progresses, stakeholders will likely keep a close eye on its development and the subsequent impact on Aegis Logistics' operational capacity and financial performance.