Normalization of energy prices
If energy prices stabilize and the uncertainty premium fades, distribution margins could revert to historical levels (~₹4,000/ton) unless volume growth compensates.
AEGISLOG / Q4-FY26 / risks
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Aegis Logistics · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Execution risk on large capex pipeline
The $5 billion capex plan through 2030 depends on timely land allocation, permits, and project execution, especially for the Vadvan port MoU.
Geopolitical disruption to LPG supply
Continued West Asia instability could disrupt LPG supply, though management notes alternative sources are being developed.