Aegis Logistics Management Guidance Tracker

8 forward-looking guidance items tracked across 2 quarters.

Growth

Q1 FY2625% EPS CAGR targetTracked

Management reiterated a bare minimum 25% year-on-year growth in EPS, achieved over the last 3 years.

Q1 FY26KGPL/JLPL pipeline commissioning in Q2 FY26Active

The KGPL and JLPL pipelines are expected to be commissioned in the second quarter of FY26, boosting Kandla volumes.

Margins

Q1 FY26Distribution margin guidance of ₹3,000-3,500/tonTracked

Full-year distribution EBITDA per ton expected to be in the range of ₹3,000-3,500, similar to last year's ₹3,500.

Capex

Q1 FY26Capex target of $5 billion by 2030Tracked

Aggregate capex across the group expected to reach $5 billion by 2030, funded by internal accruals and debt with a gearing ratio capped at 0.66x to 3.5x EBITDA.

Q3 FY26Capex of $1.2 billion by FY27Tracked

Aegis Logistics and Aegis WPAC terminals together will reach an aggregate capital expenditure outlay of $1.2 billion by next year.

Q3 FY26Long-term capex roadmap of $5 billion by 2030Tracked

The company has laid out a long-term capex roadmap of $5 billion by 2030, funded through internal accruals and prudent debt.

Expansion

Q3 FY26Kandla-Gorakhpur LPG pipeline commissioning by June 2026Tracked

The pipeline is expected to be operational by June 2026, with most of the 3,900 km completed except the last 8-12 km.

Q3 FY26First phase of JNPT liquids capacity commissioning in Q1 FY27Active

The first phase of new liquids capacity at JNPT is expected to be commissioned in the first quarter of FY27.