A

Aegis Logistics Limited

AEGISLOGNSE
Market snapshot · 2026-08-11 13:46 UTC

1,297.60

₹-36.10 (-2.71%)

MARKET CAP

₹45.55K Cr

STOCK P/E

36.4x

52W HIGH

₹1,497.80

52W LOW

₹576.10

BOOK VALUE

₹172.51

EPS

₹35.61

ROE

SECTOR

Energy

DEBT/EQUITY

47.24

VOLUME

8.27L

P/B RATIO

7.52x

PEG RATIO

0.14

Sector

Energy

Themes

Oil & Gas - Storage & TransportationGovernment of Singapore Portfolio
D
Dividend
E
Earnings
₹1,371.00₹1,174.78₹978.57₹782.35₹586.13VolumeEEEDEAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for AEGISLOG.

5.00 analysts

Price Forecast

Current
₹1,298
High Target
₹1,625
▲ +25.2%
Median Target
₹1,069
▼ -17.6%
Low Target
₹706.00
▼ -45.6%
Now₹1,298High ₹1,625Median ₹1,069Low ₹706.00Aug '25Now12M Target
Price history (1Y)
Analyst target range
5 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹967.12 - ₹1,73080%
6M₹854.62 - ₹1,94580%
12M₹716.11 - ₹2,29180%
Realized vol: +45.4% · Drift: +9.0%

Revenue Forecast

₹ Cr
Jun '26Current₹1,069.0
Sep 2026 ETrend estimate range
High₹1,665.4Base₹1,542.0Low₹1,418.6
Sep '25: ₹1,028.0 · Dec '25: ₹914.0 · Mar '26: ₹1,713.0 · Jun '26: ₹1,069.0 · Sep '26: ₹1,542.0 · Dec '26: ₹1,371.0
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E1,028.0914.01,713.01,069.01,542.01,371.0
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Jun '26Current₹11.23
Sep 2026 ETrend estimate range
High₹7.98Base₹7.13Low₹6.27
Sep '25: ₹4.75 · Dec '25: ₹5.22 · Mar '26: ₹14.94 · Jun '26: ₹11.23 · Sep '26: ₹7.13 · Dec '26: ₹7.83
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E4.755.2214.9411.237.137.83
PastCurrentTrend estimate: Low / Base / High
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Neutral
66%
Analyst Consensus
Weakening

From 5 analysts

Mean upside-17.6%

Fundamentals

Strong

Fundamentals institutional score is 97 using growth durability 97.2.

Valuation

Fairly valued

Valuation institutional score is 1 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Weakening

Analyst View institutional score is 20 using mean target upside -17.6%; dispersion penalty 30; recommendation breadth from available consensus.

Technical Structure

Strong Trend

Technicals institutional score is 89 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Neutral backdrop

Recent news flow is balanced or not decisive enough to tilt the tape. Based on 5 recent ticker-linked news items.

Signal Summary

Market intelligence remains Neutral. fundamentals and technical structure provide support, while analyst consensus and market sentiment remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals StrongValuation Fairly valuedAnalyst Consensus WeakeningTechnical Structure Strong TrendMarket Sentiment Neutral backdrop

Key Data Points

Mean Target Price1,069 target
Mean Upside-17.6%
Technical Score89%
Fundamental Score97%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 78.2% above historical median. Valuation is rising — currently in the strongly overvalued zone (z-score: +2.74). Confidence: 67%.

Live forward EPS implies next-12-month EPS of ₹37.48. Applying the stock's normalized valuation corridor produces a fair range of ₹632.66 to ₹826.43, with base value near ₹766.47 (-40.9% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Above normalized range

Forward EPS

₹37.48

Forward P/E

34.6x

Base Fair Value

₹766.47

Fair Range

₹632.66 - ₹826.43

Upside To Base

-40.9%

Estimate Source

Live forward EPS

Growth Estimate

+269.0%

P/E
Strongly Overvalued

5Y Average

15.10

Current

36.44

Overvalued

22.05

Undervalued

16.88

EV/EBITDA
Strongly Overvalued

5Y Average

10.73

Current

25.89

Overvalued

14.95

Undervalued

6.14

P/B
Strongly Overvalued

5Y Average

5.23

Current

7.52

Overvalued

5.86

Undervalued

4.29

Peers & Comparison

Sector: Energy · Theme: Oil & Gas - Storage & Transportation

Oil & Gas - Storage & Transportation Peers3 peers
Avg P/E: 40.3x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
PETRONET LNG LIMITED
PETRONETOil & Gas - Storage & Transportation
-23.3%9.0%
10.7x
Undervalued
-73% vs avg
+0.2%
AEGIS VOPAK TERMINALS LTD
AEGISVOPAKOil & Gas - Storage & Transportation
+45.2%32.4%
105.2x
Premium
+161% vs avg
+14.9%
THE GE SHPG.LTD
GESHIPOil & Gas - Storage & Transportation
+66.9%60.3%
5.0x
Undervalued
-88% vs avg
+36.5%
WHY THESE PEERS

AEGIS LOGISTICS LIMITED trades in line with peers (36.4x vs avg 40.3x), reflecting a fair valuation within the Oil & Gas - Storage & Transportation cohort. Peers include PETRONET LNG LIMITED, AEGIS VOPAK TERMINALS LTD, THE GE SHPG.LTD — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹1.07K CrJun 2026

Latest net profit

₹394 CrJun 2026

Latest EPS

₹11.23Jun 2026

Net margin

44.0%Jun 2026

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.0%15.0%30.0%45.0%60.0%0.00 Cr450 Cr900 Cr1.35K Cr1.80K Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.00 Cr450 Cr900 Cr1.35K Cr1.80K Cr₹0₹4₹8₹12₹16
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOtheradjustmentsOperatingprofitOther incomeInterestOtheradjustmentsProfitbefore taxTax & otherNet Profit0.00 Cr300 Cr600 Cr900 Cr1.20K Cr

Latest reported period: Jun 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Annual view
Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026-2.00K Cr0.00 Cr2.00K Cr4.00K Cr6.00K Cr
  • Debt
  • Free cash flow
  • Cash & equivalents

Results

MetricJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales +8505848247227326586729148371,0289141,7131,069
Expenses +7775037416186585926096697699488241,297600
Operating Profit748183103746763246677989416469
OPM %9%14%10%14%10%10%9%27%8%8%10%24%44%
Other Income +325760621533536363515413523969
Interest23322228433104
Depreciation5553444556666
Profit before tax99130135160220969326894224216639528
Tax %25%20%20%21%25%25%29%16%26%26%15%18%25%
Net Profit +74104108126165726622669167183524394
EPS in Rs2.122.963.073.594.712.061.876.431.974.755.2214.9411.23
Raw PDF
YOY Sales Growth %32.17%-22.13%-5.95%-10.38%-13.89%12.68%-18.48%26.71%14.27%56.14%35.97%87.38%27.75%
Material Cost %86.92%79.54%85.27%75.67%83.38%82.70%82.75%65.77%84.84%86.00%82.79%68.14%47.58%
Employee Cost %0.92%1.34%1.00%1.14%1.23%1.18%1.21%0.93%1.00%0.81%0.94%0.24%0.77%
Other income normal325760621533536363515413523969
Profit excl Excep74104108126165726622669167183524394
Profit for PE74104108126165726622669167183524394
Profit for EPS74104108126165726622669167183524394
YOY Profit Growth %-84%3%24%-19%123%-31%-39%79%-58%131%179%132%470%

All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).

Shareholding Pattern

HolderJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters +58.10%58.10%58.10%58.10%58.10%
FIIs +16.79%16.88%17.87%19.56%19.54%
DIIs +6.40%6.25%5.41%3.67%3.60%
Public +18.71%18.76%18.64%18.67%18.77%
Others0.01%
Jun 2026
Promoters +
FIIs +
DIIs +
Public +

Events Timeline

Annual Report FY26

FY2026PDFCompany Reports Open

Shareholder Meeting / Postal Ballot-Scrutinizer''s Report

Aug 10, 2026PDFCompany Reports Open

Disclosure Pursuant To Regulation 30 Read With Schedule III Of The SEBI (LODR) Regulations, 2015 - Commissioning Of Specialised Storage Terminal For Ammonia At Pipavav By The Company.

Aug 10, 2026PDFCompany Reports Open

Shareholder Meeting / Postal Ballot-Outcome of AGM

Aug 07, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Newspaper Publication

Aug 07, 2026PDFCompany Reports Open