25% EPS CAGR target
Management reiterated a bare minimum 25% year-on-year growth in EPS, achieved over the last 3 years.
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Aegis Logistics · forward-looking guidance across the available source record.
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Distribution margin guidance of ₹3,000-3,500/ton
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 target of $5 billion by 2030
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.
KGPL/JLPL pipeline commissioning in Q2 FY26
The KGPL and JLPL pipelines are expected to be commissioned in the second quarter of FY26, boosting Kandla volumes.
Kandla-Gorakhpur LPG pipeline commissioning by June 2026
The pipeline is expected to be operational by June 2026, with most of the 3,900 km completed except the last 8-12 km.
Capex of $1.2 billion by FY27
Aegis Logistics and Aegis WPAC terminals together will reach an aggregate capital expenditure outlay of $1.2 billion by next year.
Long-term capex roadmap of $5 billion by 2030
The company has laid out a long-term capex roadmap of $5 billion by 2030, funded through internal accruals and prudent debt.
First phase of JNPT liquids capacity commissioning in Q1 FY27
The first phase of new liquids capacity at JNPT is expected to be commissioned in the first quarter of FY27.
Capex of $1.2 billion by March 2027
Aggregate capital expenditure across the port network, including organic and inorganic investments, expected to reach $1.2 billion by March 2027.
Capex pipeline of $5 billion through 2030
Identified capex pipeline of approximately $5 billion through 2030, aligned with traditional energy and energy transition infrastructure.
Gas distribution target of 2 million tons by FY28
Management targets total gas distribution (LPG + ammonia) of 2 million metric tons by FY28, driven by new terminals and pipeline connectivity.
Sustainable distribution margin of ₹7,000/ton
Management expects the current ₹7,000/ton distribution margin to sustain through FY28, supported by volume-driven procurement efficiencies.