Aegis Vopak Terminals Limited (AVTL), a joint venture between Aegis Logistics Limited and Vopak India BV, has announced its upcoming earnings conference call to discuss the financial results for the second quarter of fiscal year 2026. The call is scheduled for November 7, 2025, at 4:30 PM IST.

Key Details of the Conference Call

• Date and Time: November 7, 2025, at 4:30 PM IST
• Purpose: To discuss Q2 FY26 results
• Key Participants:
  • Raj Chandaria, Chairman and Managing Director
  • Murad Moledina, Non-Executive Director

Dial-in Information

AVTL has provided dial-in details for participants from various international locations:

Additional Information

Investors and analysts interested in participating in the call can access the earnings call invite and related information on the company's website. This conference call provides an opportunity for stakeholders to gain insights into AVTL's financial performance and business outlook directly from the company's top management.

AVTL, being the largest Indian third-party owner and operator of tank storage terminals for LPG and liquid products in terms of storage capacity, plays a significant role in India's energy infrastructure. The upcoming earnings call is likely to be of interest to investors, analysts, and industry observers looking to understand the company's performance in the context of the evolving energy sector.

As the company prepares to share its Q2 FY26 results, market participants will be keen to hear about AVTL's operational performance, any strategic initiatives, and the management's outlook on the industry trends affecting its business.

Aegis Vopak Terminals Limited (AVTL) has announced a series of strategic moves that could significantly reshape its position in the LPG storage and logistics sector. The company has dispatched a postal ballot notice to shareholders, seeking approval for three key resolutions that include a major acquisition and a board appointment.

Proposed Acquisition of Hindustan Aegis LPG Limited

AVTL is planning to acquire a 75% stake in Hindustan Aegis LPG Limited (HALPG), a move that would make HALPG a subsidiary of AVTL. This acquisition is structured as two separate but related transactions:

1. Acquisition of 51% equity stake in HALPG from Aegis Gas (LPG) Private Limited (AGPL) for up to INR 703.00 crores.
2. Acquisition of 24% equity stake in HALPG from Vopak India B.V for up to INR 331.00 crores.

These transactions are valued at 113.19% and 53.29% of AVTL's consolidated turnover, respectively, making them material related party transactions requiring shareholder approval.

Strategic Rationale for the Acquisition

The proposed acquisition of HALPG is aligned with AVTL's strategic objectives:

1. Consolidation of LPG Throughput: The acquisition aims to bring HALPG's Haldia terminal under AVTL's umbrella, consolidating LPG throughput services from various locations across India (excluding the Mumbai Terminal).

2. East Coast Access: HALPG's terminal in Haldia, West Bengal, could give AVTL a strategic presence on India's East coast, complementing its existing terminals on the West coast.

3. Capacity Expansion: The acquisition would add 25,000 Metric Tons of static capacity, potentially increasing AVTL's total capacity to 225,800 MT across Pipavav, Kandla, Mangalore, and Haldia locations.

4. Operational Synergies: HALPG's Haldia terminal, which handled 1.46 million MT of throughput in FY 2024-25, has the potential to achieve a maximum throughput capacity of around 2.5 million MT.

Board Appointment

In addition to the acquisition, AVTL is seeking shareholder approval for the appointment of Mr. Wimal Roy Shylindra Kumar Samlal as a Non-Executive Non-Independent Director. Mr. Samlal, currently serving as the senior vice president – Finance, Asia and Middle East in Vopak Asia Pte Ltd, Singapore, brings over 28 years of experience in financial activities to the board.

Voting Process

The company has initiated an e-voting process for these resolutions, which will run from November 1, 2025, to November 30, 2025. Results are expected to be announced by December 2, 2025.

Financial Implications

The proposed transactions are based on independent valuation reports prepared by Deloitte Haskins Sells, ensuring arm's length pricing. AVTL plans to finance the acquisition through internal accruals and ongoing fund-raising exercises.

These strategic moves by Aegis Vopak Terminals Limited reflect the company's ambition to strengthen its position in the LPG logistics sector and capitalize on the growing LPG consumption trend in India. Shareholders will play a crucial role in determining the future direction of the company through their votes on these significant proposals.