Aegis Vopak Terminals · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
79%
Numeric claims
0
Consistency
—
Question ledger
Yash Nandwani · IFL Capital
directthis is not on account of any take pay. this is on account of better product mix and increased realization rate especially from our J&P terminal which has now stabilized operations... This is expected to stay and further improve going forward.
Yash Nandwani · IFL Capital
directwe are expanding at Kandla around 100,000 and then we are also expanding at Mangalore as well as Kochi as well as Halia which is 60 60 that is around 200,000 further and we are also doing 318,000 at GMP PA we are at 1.7 million so I think we should be around 2.5 million plus by FY27 end
Siddhhat Johan · BNK Securities
evasiveNow we have already said the details we will share with the investors when the operations on this account starts. So you will get the details in this calendar year. It is expected to start somewhere around October 2026.
Siddhhat Johan · BNK Securities
directusually across the board quarter 1 is the least, quarter 2, quarter 3 are always similar and quarter 4 is the surge. So, that is how this is happening. This is almost similar to Q2 in terms of volumes handled. As far as EBIT is concerned, as you know the revenues have reduced by 1 cr depreciation has increased by 1 cr and therefore the EBIT to that extent is affected and some cost.
Siddhhat Johan · BNK Securities
directwe were sitting on an assets commissioned... we are sitting on 5,000 cr we have already bought alia asset at 1,000 cr we are executing 1,675 cr at j&pa we intend to spend around another 500 cr on liquid assets at Kanda, Mangalangor, Kochi... we are well geared to reach a capex of 10,000 cr by the time we end FY 27.
Neil Odal Sahu · JM Financial
partialQ4 typically Alia is at the utilization of 55% of throughput capacity. So accordingly the volumes of Alia will be added... VGC jetty at Tanda has started operating... we expect a volume increase at Kanda also for Q4. So yeah, we expect to do well in Q4... volume should definitely cross a million and more.
Neil Odal Sahu · JM Financial
partialHPCL agreement is not a takeway agreement. It is a exclusive agreement. HPCL has to bring the cargo on the east coast at our HLA terminal... when we started their volumes were 0.4 million now it has reached more than 1.5 million... The capacity most we can do is 2.5 million.
Neil Odal Sahu · JM Financial
directwe expect by February end to be able to commission JLPL. As far as Kandla Gurapur is concerned, I think the worst case scenario is June 26. It should happen before but I think by June we expect it to be operationalized both at Kangla as well as at Pawa.
Kub · Modify Investments
directSo it's 1.7 million. So what you do is the Q3 number run rate if you want to see you multiply by 4 and you divide by 1.7 million. So you'll get a yearly average rate realization. Occupancy has got no relevance here... if you want to technically understand what is the occupancy then it is 77% physical occupancy not revenue generating occupancy revenue generating occupancy always close to 100%.
Kub · Modify Investments
directyes that's around 1250 yeah
Kub · Modify Investments
partialthe capacity of Kand Gorakpur pipeline is 8.25 million tons. There are three points of input... 5.75 million from Kandla, 1.5 from Pipawa, 1 million from Dah... it will take probably 2 three years time to reach full utilization.
Siddhhat Chawan · BNK Securities
directThe pipeline is Uran Chakan. You're correct. But our LG terminal is under construction. So we would be able to tap that once it commissions... we are already connected and hooked into Mumbai Chakan pipeline from our Mumbai terminal... in addition to that here in for our upcoming terminal we would also hook into Puran Shakan pipeline from JNPa
