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India-Netherlands joint venture (Aegis Logistics + Royal Vopak) operating LPG and liquid-chemical storage terminals at Indian ports.
India-Netherlands joint venture (Aegis Logistics + Royal Vopak) operating LPG and liquid-chemical storage terminals at Indian ports.
Rents out tank capacity to customers, with fees for reserved tanks plus charges for each tonne moved through, so income follows contracted capacity more than commodity prices. It combines the Indian terminal assets of Aegis Logistics and Royal Vopak, and Vopak is a partner.
Moat: narrow (regulatory licence, installed base, scale). Port-side land and licences for large-scale storage are scarce and capital-intensive to replicate.
Headquarters: Mumbai, India · Employees: 477
Size Aegis Vopak Terminals (AEGISVOPAK.NS) is an India Industrials company (Air Freight/Couriers) with a market value of $2.89B, the 295th largest of 1,058 India companies the cockpit tracks. Shares closed at ₹246.50 on 6 Nov 2026.
Performance Over six months the shares gained 14.1%, against -8.0% for the median peer and 0.0% for the India market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 17.0% over the last twelve months (peer median +6.6%); the operating margin is 52.6% (peer median 3.8%).
Valuation It trades at 61.3× forward earnings against a peer median of 12.4× (2nd most expensive of 16).
Capital Return on invested capital runs 13.4 points below its cost of capital (17.8% WACC).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₹9.46B | ₹9.23B | ₹7.89B | ₹5.62B | ₹3.53B |
| Revenue growth | — | +17% | +40% | +59% | — |
| Gross profit | ₹4.98B | ₹5.63B | ₹5.12B | ₹3.42B | ₹2.02B |
| EBITDA | ₹7.17B | ₹6.90B | ₹5.78B | ₹3.98B | ₹2.29B |
| Net income | ₹2.83B | ₹3.10B | ₹2.00B | ₹865M | -₹750,000 |
| Free cash flow | n/a | -₹466M | ₹2.62B | -₹4.82B | -₹1.09B |
| Capital expenditure | n/a | ₹7.01B | ₹1.36B | ₹6.71B | ₹1.79B |
| Total debt | ₹41.2B | ₹37.3B | ₹40.2B | ₹32.7B | ₹23.7B |
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 Vopak Terminals AEGISVOPAK.NS | $2.89B | +14% | +17% | 53% | 61.3× | n/a |
| Adani Total Gas ATGL.NS | $6.69B | -11% | +24% | 14% | 27.9× | n/a |
| Adani Ports & Special Economic Zone ADANIPORTS.NS | $47.2B | +12% | +23% | 44% | 29.4× | 34.5% |
| JSW Infrastructure JSWINFRA.NS | $8.33B | +20% | +17% | 36% | 46.8× | 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 | AEGISVOPAK.NS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -16.2% | -0.6% | 3rd lowest of 21 |
| 6-month return | +14.1% | -8.0% | 7th highest of 21 |
| Distance from 52-week high | -23.2% | -19.6% | 10th lowest of 21 |
| Revenue growth (TTM) | +17.0% | +6.6% | 6th highest of 21 |
| Operating margin | 52.6% | 3.8% | highest of 20 |
| Forward P/E | 61.3× | 12.4× | 2nd most expensive of 16 |
| ROIC minus cost of capital | -13.4 pp | -1.4 pp | 2nd lowest of 20 |
| EV / EBITDA | 43.6× | 9.4× | most expensive of 8 |
| Net debt / EBITDA | 5.3× | 2.1× | most indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Aegis Vopak Terminals AEGISVOPAK.NS | India | $2.89B | +14% | +17% | 53% | 61.3× | n/a | n/a |
| ID Logistics IDL.PA | France | $2.80B | +7% | +16% | 4% | 30.3× | 10.4% | +17.9% |
| Yunda 002120.SZ | China | $2.74B | -20% | +7% | 4% | 9.7× | -13.2% | +9.0% |
| Mitsubishi Logistics 9301.T | Japan | $2.67B | -15% | -1% | 6% | 16.0× | n/a | n/a |
| Huaihe Energy 600575.SS | China | $3.38B | -12% | +38% | n/a | 12.2× | n/a | n/a |
| Delhivery DELHIVERY.NS | India | $3.40B | -11% | +24% | 0% | 81.8× | n/a | n/a |
| SENKO 9069.T | Japan | $2.45B | +23% | +7% | 4% | 15.2× | 4.4% | +9.5% |
| Jiayou International Logistics 603871.SS | China | $2.41B | -8% | -10% | 19% | 11.3× | -7.9% | +20.7% |
| China Railway Special Cargo Logistics 001213.SZ | China | $2.35B | -11% | -3% | 3% | n/a | 2.1% | +7.2% |
| Liaoning Cheng Da 600739.SS | China | $2.29B | -16% | -27% | -17% | n/a | 4.4% | -10.1% |
| Xiamen C&D 600153.SS | China | $3.77B | -8% | -6% | 1% | 12.4× | 21.2% | +9.3% |
| Antong 600179.SS | China | $3.81B | -7% | +9% | 16% | n/a | -4.0% | +13.5% |
| Shanghai Zhonggu Logistics 603565.SS | China | $3.97B | +16% | +4% | 27% | 10.4× | -14.4% | +0.4% |
| Eastern Air Logistics 601156.SS | China | $4.70B | +23% | +20% | 14% | 10.9× | -16.0% | +9.9% |
| Xiamen International Trade 600755.SS | China | $1.77B | -10% | +28% | 0% | 11.5× | n/a | n/a |
| Compagnie de l'Odet ODET.PA | France | $4.74B | -30% | -83% | -8% | n/a | 24.3% | -29.4% |
| Yamato 9064.T | Japan | $4.83B | +26% | +2% | 2% | 34.5× | 8.9% | +1.9% |
| Logista Integral LOG.MC | Spain | $5.42B | +15% | +4% | 2% | 15.8× | -5.9% | +5.4% |
| Fukuyama Transporting 9075.T | Japan | $1.51B | +18% | +6% | 4% | 11.6× | 12.0% | +2.2% |
| SG Holdings Co., Ltd. 9143.T | Japan | $5.56B | +1% | +14% | 5% | 14.0× | -2.6% | +4.6% |
| Swiggy SWIGGY.NS | India | $5.61B | -32% | +42% | -15% | n/a | n/a | n/a |