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Indian energy-logistics company operating LPG import/distribution and liquid & chemical storage terminals at major ports.
Indian energy-logistics company operating LPG import/distribution and liquid & chemical storage terminals at major ports.
Earns a margin for bringing in LPG by ship, storing it at port terminals and selling it on to bottlers, industrial buyers and fuel retailers, plus fees for storing liquids and chemicals for others. Terminals are held in a joint venture with Dutch tank-storage group Vopak. Storage fees are steadier than the trading margin on LPG.
In one line: India's Vopak for liquids and LPG.
Moat: narrow (installed base, regulatory licence, scale). Owns scarce port-side terminal capacity and import infrastructure that is slow and costly to replicate.
Headquarters: Mumbai, India · Founded: 1956 · Employees: 413
Size Aegis Logistics (AEGISLOG.NS) is an India Consumer Discretionary company (Wholesale Distributors) with a market value of $4.23B, the 232nd largest of 1,058 India companies the cockpit tracks. Shares closed at ₹1,141 on 6 Nov 2026.
Performance Over six months the shares gained 54.3%, against +25.1% for the median peer and 0.0% for the India market (cap-weighted) — 2nd highest of 6 in its peer set.
Growth Revenue grew 19.7% over the last twelve months (peer median +8.6%); the operating margin is 20.9% (peer median 11.7%).
Valuation It trades at 27.3× forward earnings against a peer median of 16.0× (2nd most expensive of 6).
Price implies For today's price to make sense, revenue must grow about 27% a year for seven years (Req g). Recent delivered growth is +17%, so the hurdle is +10 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 2.2 points below its cost of capital (14.6% WACC).
Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₹88.9B | ₹83.2B | ₹67.6B | ₹70.4B | ₹86.2B |
| Revenue growth | — | +23% | -4% | -18% | — |
| Gross profit | ₹22.1B | ₹14.9B | ₹10.8B | ₹9.18B | ₹7.25B |
| EBITDA | ₹20.7B | ₹14.9B | ₹11.1B | ₹9.30B | ₹7.44B |
| Net income | ₹13.3B | ₹8.98B | ₹6.63B | ₹5.69B | ₹4.63B |
| Free cash flow | n/a | ₹13.3B | -₹3.70B | ₹584M | -₹1.85B |
| Capital expenditure | n/a | ₹8.21B | ₹9.45B | ₹6.16B | ₹5.38B |
| Total debt | ₹48.0B | ₹41.5B | ₹46.1B | ₹26.7B | ₹19.2B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Aegis Logistics AEGISLOG.NS | $4.23B | +54% | +20% | 21% | 27.3× | 26.9% |
| Indian Oil IOC.NS | $21.9B | 0% | +23% | 7% | 20.8× | -2.3% |
| Hindustan Petroleum HINDPETRO.NS | $8.67B | -2% | +17% | 0% | n/a | 24.7% |
| Royal Vopak VPK.AS | $6.51B | +14% | +1% | 29% | 15.5× | 8.8% |
| Adani Total Gas ATGL.NS | $6.69B | -11% | +24% | 14% | 27.9× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | AEGISLOG.NS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -21.9% | +12.2% | lowest of 6 |
| 6-month return | +54.3% | +25.1% | 2nd highest of 6 |
| Distance from 52-week high | -25.4% | -13.1% | 2nd lowest of 6 |
| Revenue growth (TTM) | +19.7% | +8.6% | 2nd highest of 6 |
| Operating margin | 20.9% | 11.7% | highest of 6 |
| Forward P/E | 27.3× | 16.0× | 2nd most expensive of 6 |
| Growth the price implies (Req g, 7 yrs) | 26.9% | 6.9% | most demanding of 5 |
| Growth delivered (Del g) | +16.7% | +7.3% | 2nd highest of 5 |
| Hurdle (Req g minus delivered) | +10.2 pp | -2.4 pp | most demanding of 5 |
| ROIC minus cost of capital | -2.2 pp | +8.4 pp | 3rd lowest of 6 |
| EV / EBITDA | 20.2× | 12.3× | 2nd most expensive of 6 |
| Net debt / EBITDA | -0.5× | 0.7× | 3rd least indebted of 6 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Aegis Logistics AEGISLOG.NS | India | $4.23B | +54% | +20% | 21% | 27.3× | 26.9% | +16.7% |
| Grafton GFTU.L | United Kingdom | $2.59B | +25% | +9% | 6% | 13.6× | 8.8% | +8.5% |
| Pool POOL | United States | $7.56B | +13% | +3% | 11% | 18.6× | 5.9% | +6.1% |
| GigaCloud Technology GCT | United States | $2.08B | +45% | +23% | 12% | 11.1× | 8.0% | +36.2% |
| Cricut CRCT | United States | $1.84B | +104% | -1% | 17% | 31.3× | -10.4% | -5.9% |
| Gujarat Mineral Development GMDCLTD.NS | India | $1.56B | -34% | +19% | 15% | 16.0× | n/a | n/a |