Aegis Vopak Terminals Ltd

Aegis Vopak Terminals Ltd has made the audio recording of its earnings conference call available on its website. The call, held on August 14, 2026, discussed the company's unaudited financial results for the quarter ended June 30, 2026. Investors and analysts can access the recording via the provided link on the company's investor relations page. This intimation is in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Aegis Vopak Terminals Ltd has made the audio recording of its earnings conference call for the quarter ended June 30, 2026, available on its website. The call, held on Friday, August 14, 2026, discussed the company's unaudited financial results. Investors and analysts can access the recording via the provided link on the company's investor relations page. This intimation is in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Aegis Vopak Terminals Ltd announced that its wholly-owned subsidiary, Konkan Storage Systems (Kochi) Private Limited (KCPL), has entered into a Framework Agreement with Sea Lord Containers Limited (SCL). Under this agreement, KCPL will engage SCL for the construction of liquid product storage tanks with an aggregate capacity of 49,577 cbm. The project also includes associated facilities like truck loading bays, a tanker loading gantry, and a carbon steel pipeline. The total consideration for this agreement is INR 37,17,00,000. SCL is part of the Promoter Group of Aegis Vopak Terminals Ltd, and the transaction is conducted on an arm's length basis.

Aegis Vopak Terminals Ltd has executed a Framework Agreement with Aegis Logistics Limited (ALL) for the construction and development of a new refrigerated storage tank for propane. The tank will have a capacity of 51,998 MT and allied facilities at its terminal in Jawaharlal Nehru Port Authority (JNPA). The company will pay ALL INR 1,42,50,00,000 upon execution of the agreement. ALL is a promoter company of Aegis Vopak Terminals Ltd, and the transaction is conducted on an arm's length basis. An Asset Transfer Agreement will be executed upon project completion.

Aegis Vopak Terminals Ltd has issued a revised outcome of its Board Meeting held on August 05, 2026. The revision pertains to the Unaudited Standalone and Consolidated Financial Results for the quarter ended June 30, 2026. The company clarified that the change was due to a typographical error in the date of the board meeting mentioned in the Limited Review Report of the Standalone Financial Results. The correction is purely clerical. The revised outcome and financial results for the specified quarter have been submitted for record.

Aegis Vopak Terminals Ltd announced its unaudited financial results for the quarter ended June 30, 2026. The Board of Directors approved the standalone and consolidated financial results, along with the limited review report from statutory auditors C.N K & Associates LLP. The company also provided disclosures related to security cover as per SEBI Listing Regulations. The board meeting commenced at 3:11 p.m. and concluded at 4:11 p.m. on August 05, 2026.

Aegis Vopak Terminals' consolidated PAT came in at ₹69.4 Cr, down 6.0% QoQ from ₹73.9 Cr. The YoY comparison needs care: this filing restates the Q1 FY26 base to ₹208.0 Cr revenue / ₹78.8 Cr PAT to include Hindustan Aegis LPG and Aegis Terminal (Pipavav), both consolidated via common-control pooling of interest after the print. On that like-for-like base, revenue grew a healthy 12.4% YoY to ₹233.8 Cr, but PAT actually fell 11.9%. The raw comparison against last year's originally reported ₹164.0 Cr revenue and ₹47.7 Cr PAT (+42.5%/+45.5%) is a scope-change artifact, not organic growth, and is not the number that should anchor the verdict. EPS was ₹0.60 versus ₹0.69 a year ago (restated). The margin bridge explains the gap: net profit margin compressed to 29.7% from 37.9% (restated) even as the company's own operating-margin metric held near flat (76.8% vs 74.8%). PBT itself slipped 6.0% YoY (adjusted) to ₹89.0 Cr as finance costs (+29.9% YoY to ₹39.3 Cr) and depreciation (+32.8% YoY to ₹55.5 Cr) outran revenue growth — consistent with the heavy capex ramp management flagged on the last call. The bigger swing sat in tax: the effective rate jumped to 22.0% from 16.8% a year ago and 15.2% in Q4 FY26, turning a modest PBT decline into a sharper PAT drop. Segment mix diverged sharply too — Liquid Terminal revenue rose 30.6% YoY to ₹126.5 Cr while Gas Terminal revenue fell 3.5% YoY to ₹107.2 Cr. Street had already turned cautious ahead of this print: analysts cut FY27 revenue estimates from ₹1,410 Cr to ₹1,260 Cr and EPS from ₹4.77 to ₹4.06, and Jefferies trimmed its target to ₹240 from ₹255 despite keeping a Buy rating — our pre-result preview's own Q1 revenue/PAT range (₹2,400-2,450 Cr / ₹900-950 Cr) is roughly 10x the company's actual quarterly scale and looks like a data error rather than a usable estimate, so the Street's cautious tone (not the mis-scaled figures) is the relevant benchmark, and this print validates that caution. Against management's own prior guidance of 30-40% YoY throughput growth and gas terminaling becoming the dominant segment, the quarter missed on both counts: adjusted revenue growth of 12.4% trails the guided range and the gas segment shrank YoY. On corporate actions, the company sold a 10% stake in Aegis Terminal (Pipavav) to Itochu for ₹80.3 Cr in Q4 FY26 (the gain shows up only in standalone other income, explaining that quarter's outsized standalone PAT and this quarter's steep standalone QoQ decline), paid its FY26 final dividend (record date July 10, 2026), and holds its 13th AGM with a capex update on August 7, 2026.

Aegis Vopak Terminals Ltd has announced that its Board of Directors will convene on Wednesday, August 5, 2026. The primary agenda item for this meeting is to consider and approve the Unaudited Financial Results (Standalone & Consolidated) for the quarter ended June 30, 2026. Additionally, the company has confirmed that the trading window for its directors and designated persons, which opened on July 1, 2026, will remain closed until the end of business hours on August 7, 2026. The announcement is in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Aegis Vopak Terminals Ltd has submitted its 13th Annual Report for the financial year ended March 31, 2026. The report, along with the Notice for the 13th Annual General Meeting (AGM), has been sent to shareholders. The AGM is scheduled for August 7, 2026, at 11:00 a.m. IST and will be conducted via Video Conferencing/Other Audio Visual Means, in compliance with MCA and SEBI regulations. The Annual Report is also available on the company's website, www.aegisvopak.com. The filing includes detailed financial statements (standalone and consolidated), management discussion, corporate governance reports, and auditor's reports.

Aegis Vopak Terminals Ltd has announced its 13th Annual General Meeting (AGM) will be held on Friday, August 07, 2026, at 11:00 a.m. IST. The meeting will be conducted through Video Conferencing/Other Audio Visual Means, in compliance with SEBI and Ministry of Corporate Affairs circulars. The company has also attached its Annual Report for the financial year ended March 31, 2026, along with the AGM notice. The Annual Report and AGM notice are available on the company's website, www.aegisvopak.com. Members can access these documents electronically.