Aegis Logistics Limited · NSE:AEGISLOG
Aegis Logistics — Investor Presentation (October 2026)
37 slides from Aegis Logistics's investor presentation, Oct 16, 2026
Slide 1: Aegis Logistics Limited Corporate Presentation
AEGIS LOGISTICS LIMITED Corporate Presentation October 2026 1
Slide 2: Safe Harbour
Safe Harbour This presentation has been prepared for general information purposes in respect of Aegis Logistics Limited (“Company”) together with its subsidiaries, joint ventures and associates (collectively, the “Group”) only, without regard to any specific objectives, suitability, financial situat
Slide 3: Table of contents
Table of contents Company overview Section 1 Key investment highlights Section 2 Growth strategy Section 3 Appendix 3
Slide 4: Section 1: Company overview
Section 1: Company overview 4
Slide 5: Our vision and mission
Our vision and mission Vision Mission To support India’s transition towards a To store and distribute bulk liquids and more sustainable future gases in a safe, sustainable manner 5
Slide 6: Aegis at a glance: Seven decades in building India's leading logistics platform
Aegis at a glance: Seven decades in building India's leading logistics platform1 Company overview Key highlights Asset base Integrated logistics leader India's leading integrated oil, gas and chemical logistics company1; incorporated in 1956 3,74,800MT c.2.5mnKL 36,000MT Present across entire value
Slide 7: Operating across two complementary segments: Liquids and gas
Operating across two complementary segments: Liquids and gas Business Revenue model Capacity1 EBITDA Presence ◆ Fee-based revenue Liquids ◆ Third party liquid logistics ◆ Handling and other 2.5mnKL INR472cr. Terminals service charges Liquid storage capacity2 FY26 EBITDA4 across 7 ports (includes 0.5
Slide 8: LPG record distribution volume drives profitability
LPG record distribution volume drives profitability Logistics Distribution ‘000 MT ‘000 MT CAGR: 12% 5,152 CAGR: 16% 754 4,523 4,105 560 521 277 1,161 1,124 145 FY24 FY25 FY26 Q1FY26 Q1FY27 FY24 FY25 FY26 Q1FY26 Q1FY27 Note: Refer glossary for all acronyms 8
Slide 9: LPG terminalling capacity
LPG terminalling capacity Static Throughput ‘000 MT ‘000 MT CAGR: 30% 65x 79x 79x 43x 83x 81x 81x 79x 79x 246 246 CAGR: 34% 19,600 19,600 115 115 119 119 9,600 9,600 9,600 63 63 5,000 5,000 5,000 38 2,500 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 Q1FY27 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 Q1FY27 T
Slide 10: Necklace of terminals across both coasts of India
Necklace of terminals across both coasts of India Network at a glance Build, own, and operate India’s leading network of tank terminals and distribution facilities 1, incorporating the safety and environmental standards Presence across India's coastline Port-wise terminal presence Kandla Liquid Gas
Slide 11: Our tank storage infrastructure
Our tank storage infrastructure Terminal locations Largest private sector liquid and LPG terminal operator in India1,3 Aegis owns, operates and builds terminals for open markets, providing tailored solutions to bridge gaps in the gas value chain, enabling faster, more efficient access to all our cus
Slide 12: Our LPG distribution network
Our LPG distribution network Pan-India LPG reach We are expanding the footprint of LPG products and services across major Indian cities through our wide range of domestic, commercial, industrial cylinders, transport fuel stations, bottling plants and other services Rajasthan Bihar Gujarat Madhya Jha
Slide 13: Key strategic partners
Key strategic partners Partner since 2014 Aegis Logistics Ltd. Partner since 2022 ◆ Technical know-how to store new ◆ Global gas sourcing and shipping products Key strengths ◆ Experienced board members on ◆ Global customer relationships subsidiary boards ◆ Innovative business models MSCI ESG rating
Slide 14: India's first independent ammonia storage terminal
India's first independent ammonia storage terminal Pipavav ammonia terminal Facility highlights Commissioned in August 2026 36,000MT1 10% ITOCHU stake in Aegis Terminal Static capacity Pipavav Ltd. How the terminal creates value First-mover positioning 1 Strengthens position in India’s specialised c
Slide 15: Section 2: Key investment highlights
Section 2: Key investment highlights 15
Slide 16: Key investment highlights
Key investment highlights India’s reliance on energy imports creates a long runway across LPG, liquids & chemicals and 1 ammonia 2 India’s leading integrated oil, gas & chemical logistics company Integrated across the full LPG value chain, from global sourcing to last-mile 3 distribution 4 Multi-var
Slide 17: India's reliance on energy imports creates a long runway for LPG
1 India’s reliance on energy imports creates a long runway for LPG Widening LPG demand supply shortfall Imports plugging the gap Demand across end-use segments 40.0 70% 66% 64% 62% 33.2 56% 31.3 29.7 27.8 26.3 21.3 Households Commercial 20.7 18.5 13.8 14.8 12.1 12.8 12.8 13.1 Industry Auto LPG FY20
Slide 18: India's reliance on energy imports creates a long runway for liquids & chemicals
1 India’s reliance on energy imports creates a long runway for liquids & chemicals Robust growth in bulk chemicals trade… India’s chemical industry India Bulk Chemical Trade (MMT) CAGR: 2% 18.9 6th ~7% 80,000+ Largest chemical producer Contribution to India’s Products, from bulk to globally, 3rd in
Slide 19: India's reliance on energy imports creates a long runway for ammonia
1 India’s reliance on energy imports creates a long runway for ammonia Imports of ammonia will help meet the increasing demand-supply Key drivers deficit… Growth in non-urea fertilizers Green hydrogen / ammonia (MMT) ~4–5% demand CAGR, FY24–FY29 5MTPA green hydrogen by 2030 26.4 23.9 Industrial / HV
Slide 20: India's leading integrated oil, gas & chemical logistics company
2 India’s leading integrated oil, gas & chemical logistics company One-point contact for all energy solutions Gas Liquid LPG Ammonia Petroleum products Chemicals Lubricants Vegetable oils Logistics, sourcing and 36,000MT1 at Pipavav Refined fuels for oil Liquid chemicals, including Specialty liquids
Slide 21: Integrated across the full LPG value chain
3 Integrated across the full LPG value chain, from global sourcing to last-mile distribution Our integrated logistics services include sourcing, storing, moving, and distributing products LPG Strategic port Storage Evacuation Autogas, commercial & sourcing location terminals infrastructure industria
Slide 22: Multi-variate revenue model catering to both B2B and B2C segments
4 Multi-variate revenue model catering to both B2B and B2C segments Gas distribution | retail margin Gas and liquid logistics | fee-based Steel, auto and OMCs, Indian and MNC Households Hotels and restaurants Autogas stations PSU oil companies petrochemicals companies Domestic cylinders: Commercial
Slide 23: Consistent earnings growth, improving margins and solid balance-sheet strength
5 Consistent earnings growth, improving margins and solid balance-sheet strength Normalized EBITDA1 Profit before taxes INR in cr. INR in cr. 1,433 1,599 989 1,173 861 1,007 719 727 256 228 FY24 FY25 FY26 Q1FY26 Q1FY27 FY24 FY25 FY26 Q1FY26 Q1FY27 Profit after taxes Earnings per share2 INR in cr. IN
Slide 24: Consistent earnings growth (contd.)
5 Consistent earnings growth, improving margins and solid balance-sheet strength (…contd.) Expansion in liquidity reserves1 Total assets trajectory INR in cr. INR in cr. 5,940 14,491 11,233 3,191 8,073 1,968 FY24 FY25 FY26 FY24 FY25 FY26 Net debt / (Net cash) Book value per share2 INR in cr. INR per
Slide 25: Experienced board and management team
6 Experienced board and management team Board of directors Managing director Non-executive directors Independent directors Lars Erik Mikael Amal Raj Chandaria Raj Kishore Singh Johansson Non-executive Director Independent Director Independent Director Raj Kapurchand Chandaria Chairman and Managing D
Slide 26: Experienced board and management team (contd.)
6 Experienced board and management team (…contd.) Key managerial personnel and senior management Murad Mohammed Husein Raj Kapurchand Chandaria Sudhir Omprakash Malhotra Haripal Singh Mann Moledina Chairman and Managing Director Chief Executive Officer Chief Financial Officer Vice President, LPG Ret
Slide 27: Section 3: Growth strategy
Section 3: Growth strategy 27
Slide 28: Project GATI: Gateway access to India
Project GATI: Gateway access to India 01 02 03 04 05 Greenfield Brownfield Mergers & New Big-ticket expansion expansion acquisitions energy projects 28
Slide 29: Proposed acquisition of majority stake in Tristar
Proposed acquisition of majority stake in Tristar Aegis Logistics Limited via its step-down 100% subsidiary, Aegis Logistics International Pte Ltd (collectively “Aegis”), has entered into a definitive agreement under which Aegis proposes to acquire c.89.8% of Tristar Holdings Limited (“Tristar”) fro
Slide 30: Appendix
Appendix 30 AEGIS
Slide 31: Q1FY27: Consolidated profit statement
Q1FY27: Consolidated profit statement INR in cr. Q1FY27 Q1FY26 Y-o-Y % Revenue 2,357 1,719 37% Cost of sales 1,551 1,388 Others 79 75 Normalized EBITDA (Segment)* 727 256 184% Net finance, hedging & forex-related expenses / (55) (24) (income) Depreciation 53 42 Unallocated expenses 10 10 Profit befo
Slide 32: Consolidated profit statement
Consolidated profit statement INR in cr. FY26 FY25 FY24 Revenue 8,333 6,764 7,046 Cost of sales 6,414 5,297 5,769 Others 320 294 270 Normalized EBITDA (Segment)* 1,599 1,173 1,007 Net finance, hedging & forex-related expenses / (72) (21) (4) (income) Depreciation 199 152 135 Unallocated expenses 39
Slide 33: Consolidated balance sheet
Consolidated balance sheet Assets (INR in cr.) FY26 FY25 FY24 Equities & Liabilities (INR In cr.) FY26 FY25 FY24 Non-current assets Equity Property, plant and equipment 6,344 5,070 4,123 Equity share capital 35 35 35 Other equity 6,020 4,596 3,859 Capital work in progress 764 1,308 697 Equity attrib
Slide 34: Consolidated cash flow
Consolidated cash flow INR in cr. FY26 FY25 FY24 Profit before tax 1,433 989 861 Operating profit before working capital changes 1,529 1,107 955 Net cash inflow / (outflow) from operating activities (A) 2,028 558 656 Net cash inflow / (outflow) from investing activities (B) (2,533) (1,462) (712) Net
Slide 35: Dividend growth
Dividend growth INR per share 10.00 9.00 8.70 8.00 7.00 6.00 5.00 4.00 3.00 2.00 1.00 0.00 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 35
Slide 36: Glossary
Glossary B2B Business to Business Kg Kilogram B2C Business to Consumer KL Kilolitre Bn Billion KT Kilo Tonnes CAGR Compounded Annual Growth Rate LPG Liquefied Petroleum Gas CCUS Carbon Capture, Utilisation and Storage MMT Million Metric Tonnes Cr. Crore MMTPA Million Metric Tonnes Per Annum DAP Diam
Slide 37: Thank you
Thank you Aegis Logistics Limited CIN: L63090GJ1956PLC001032 Mr. Murad Mohammed Husein Moledina, CFO murad@aegisindia.com 37
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