Aegis Logistics share price today

Aegis Logistics Ltd's share price was ₹1,224.90 at the close on 4 November 2026. It has been rising for 20 weeks. That is 13.2% above its average price over the last 200 trading days. In the last 52 weeks it traded between ₹588 and ₹1,418, and at that close it sat 77% of the way up from that low.

A share price tends to move through four phases: moving sideways (stage 1), rising (stage 2), stalling near a high (stage 3) and falling (stage 4). Today Aegis Logistics Ltd is in stage 2. The phase helps read everything below.

Over the past 13 weeks it has done better than the NIFTY 500, and it has stayed ahead for 1 week in a row.

Over the last 11 years the share price moved +1,106% while the NIFTY 500 moved +251%, so it is ahead of the index over that whole period. The chart above shows the 13-week comparison for every week.

This page treats a rise as over when the price closes below its 200-day average on two Fridays in a row.

Two changes stood out: profit up on a year earlier for 12 quarters in a row (every quarter we can compare) and operating margin up 7 points on a year earlier.

1. Profit up on a year earlier for 12 quarters in a row (every quarter we can compare)

   In the September 2026 quarter profit was ₹320 crore, +31.1% on a year earlier.

2. Operating margin up 7 points on a year earlier

   20% in the September 2026 quarter, from 13%.

For July to September 2026 (the quarter ended 30 September 2026), Aegis Logistics reported revenue of ₹2,213 crore, down 3.5% from ₹2,294 crore a year earlier, and a profit of ₹320 crore, up 31.1% from ₹244 crore.

Aegis Logistics results: July to September 2026 against a year earlier

The next results, for October to December 2026, are due by 14 February 2027: listed companies must publish quarterly results within 45 days of the quarter's end (60 days for the January to March quarter).

The newest call in our records is from 14 August 2026, about April to June 2026; a call about these results is not in our records yet.

From the company's reported quarterly results (quarter ended 30 September 2026). Revenue and profit in ₹ crore.

Aegis Logistics closed at ₹1,224.90 on 4 November 2026, up 60.9% from ₹761.35 a year earlier (7 November 2025) and up 478.6% over five years. Its highest weekly close since March 2016 was ₹1,417.90 on 21 August 2026.

Aegis Logistics share price: then and now

Weekly closing prices. Each change is the move from that price to the 4 Nov 2026 close. A day's intraday high or low can go beyond these weekly closes.

564 weekly closes from 11 March 2016 to 4 November 2026.

4 Nov 2026: Aegis Logistics closed at ₹1,224.90, up 11.7% on the week and down 12.6% on the month. Results for July to September 2026: Revenue down 3.5% and profit up 31.1% on a year earlier.

Earlier

• 14 Aug 2026: Aegis Logistics held its results call for April to June 2026. Management guided: EPS yearly growth at or above the logistics benchmark.
• 10 Jul 2026: ex-date for a dividend of ₹6.70 a share.

Aegis Logistics paid ₹6.70 a share in regular dividends in the 12 months to 5 November 2026 (1 payment), a yield of 0.55% at the ₹1,224.90 close on 4 November 2026. The last was a dividend of ₹6.70 a share, ex-date 10 July 2026.

Aegis Logistics dividends since 1 April 2021

Amounts as the company declared them on the NSE. A dividend goes to whoever owns the shares before the ex-date.

Yes. Aegis Logistics Ltd paid out 34% of its profit as dividends in FY26, and it paid a dividend in each of its last 13 reported years.

From the NSE corporate-actions record, read 5 November 2026.

On the call for April to June 2026, held on 14 August 2026, Aegis Logistics' management guided: EPS yearly growth at or above the logistics benchmark.

“We will pursue this growth with disciplined funding through a balanced mix of equity, internal accruals, and debt, targeting a gearing ratio of approximately 0.6.”Murad Moledina, on the call for April to June 2026

What management guided

• FY27 and beyond distribution operating margin: ₹7,000 per tonne and above.
• Mumbai liquid-storage addition: 64,000 cubic metres for ₹125 crore, aiming for commissioning in H1 FY27.
• JNPA phase one adds 100,000 cubic metres in October to December 2026 within a ₹1,675 crore programme for 318,100 cubic metres liquid, 77,236 metric tonnes LPG and 35,000 metric tonnes annual bottling; approved tank adds 52,000 metric tonnes.
• Kochi adds 49,577 cubic metres early next FY; Mangalore rail-loading and bottling infrastructure carries ₹52.5 crore; Pipavav VLGC jetty, rail gantry and KGPL connection goal FY27.

Management’s own plans and goals, from our notes of the call. A plan is not a result.

Source: the call transcript.

From the call for April to June 2026, 14 August 2026. The July to September 2026 results are out since, so this part may be out of date until we update it.

The changes showing up in Aegis Logistics' own numbers are a bigger market to serve. It is too early to say whether they last.

We check 16 kinds of change in every company, such as costs spread over more sales, higher-value products, new orders, new regions or falling debt, against its reported numbers and what management said on its calls. Only changes the numbers back are shown.

Checked against results and calls up to April to June 2026, 10 October 2026. The July to September 2026 results are out since, so this part may be out of date until we update it.

Distribution margin falls below management's stated floor after energy prices normalize while customer volumes continue growing; that would show procurement scale is failing to replace the temporary pricing benefit.

Each change stops working if

• Distribution scale and procurement: Growing distribution volume no longer preserves unit margin after energy prices stabilize.
• Multimodal evacuation: Customers retain existing delivery routes despite completed connections.
• Liquid capacity contribution: Commissioning slips again or customer occupancy fails to follow completion.
• : Industrial distribution fails to begin or realized margins do not cover operating and capital costs.

The main risks

• : Repeated commissioning revisions delay capacity contribution. ⚠ estimate
• : Temporary energy pricing may explain part of the distribution uplift. ⚠ estimate
• : Cash conversion does not make the full expansion programme self-financing. ⚠ estimate
• : Ammonia commissioning precedes proof of distribution profitability. ⚠ estimate

Our read after the April to June 2026 results, written 10 October 2026. The July to September 2026 results are out since, so this part may be out of date until we update it.

When Aegis Logistics reports October to December 2026, these are the 5 checks that show whether the story is still on course. First: Distribution volume in the Sep 2026 quarter stays above 2.5 lakh tonnes (it was 1.92 lakh a year earlier) even if West Asia supply eases.

Aegis Logistics is on 3 of our India lists: Multibagger study list, Small & mid cap stocks and Oil & gas stocks.

Aegis Logistics Ltd earned ₹320 Cr of net profit in the Sep 2026 quarter, +31.1% on the same quarter a year earlier. That is the 12th quarter in a row of profit growth. Full-year FY26 profit was ₹1,107 Cr. Over 10 years profit has grown 24.3% a year on average. That is 14.5% of the quarter's revenue.

Net profit is what is left after every cost, interest and tax. Earnings per share, dividends and book value all grow from it.

The same quarter a year earlier earned ₹244 Cr.

For the full year, FY26 profit was ₹1,107 Cr (+40.7% on the year before).

Why profit moved: revenue changed −3.5% on a year earlier and the margin moved +7.0 percentage points. Most of the change came from keeping more of each sale.

On average over the last four quarters, profit changed +82.8% and revenue +21.7%. Profit is growing faster than sales: fixed costs are spread over more sales, so each extra rupee of revenue adds more to profit.

FY27-Q1. revenue ₹2,357 Cr and profit ₹545 Cr as reported.

FY27-Q2. revenue ₹2,213 Cr and profit ₹320 Cr as reported.

Why-sources: our stock research file (10 October 2026) and the company’s own results for those quarters.

Aegis Logistics Ltd reported ₹2,213 Cr of revenue in the Sep 2026 quarter, −3.5% on the same quarter a year earlier. Over 10 years it has grown 14.2% a year on average. The last full year, FY26, came in at ₹8,333 Cr. The last four reported quarters add to ₹8,889 Cr.

Revenue is everything the company billed its customers in the period.

FY26 revenue was ₹8,333 Cr, +23.2% on the year before.

Recent pace: the last four quarters grew +21.7% on average, against 14.2% a year over the longer run, so this year is growing faster than its own long-run rate.

Is growth speeding up? Revenue over the last 12 months grew +19.7%, against +12.2% a year over the last 8 quarters (accelerating); profit over the last 12 months grew +73.1%, against +49.1% a year (accelerating).

FY27-Q1. revenue ₹2,357 Cr and profit ₹545 Cr as reported.

FY27-Q2. revenue ₹2,213 Cr and profit ₹320 Cr as reported.

Why-sources: our stock research file (10 October 2026) and the company’s own results for those quarters.

Aegis Logistics Ltd's operating margin was 20.0% in the Sep 2026 quarter, 7.0 percentage points higher than the same quarter a year ago. Its latest full-year margin is the highest it has ever reported. Across 13 years it has been between 2.0% and 17.0%. The latest quarter is above every full year in that period.

Operating margin is what is left from every ₹100 of sales after the costs of running the business, before interest and tax. It shows pricing power and cost control.

Why this happened. The Operating Leverage Catapult is conditional here: management identifies scale-driven procurement and shipping efficiencies, but the calls do not separate those savings from temporary energy pricing. The benefit already appears in earnings; the remaining benefit depends on additional customers and retained unit economics. Competitor pricing responses and the share passed to customers are unknown.

Why the margin moved: operating margin changed +7.0 percentage points on the year while gross margin changed +6.7 points. So the gain came mostly from the gross margin, which means input costs and prices charged.

As noted under valuation: when margins are at a record, every ratio built on profit looks better than usual, so a low multiple can mislead.

FY27-Q1. revenue ₹2,357 Cr and profit ₹545 Cr as reported.

FY27-Q2. revenue ₹2,213 Cr and profit ₹320 Cr as reported.

Why-sources: our stock research file (10 October 2026) and the company’s own results for those quarters.

Over the last 3 years, 126% of Aegis Logistics Ltd's reported profit came in as cash from its operations, so the profit is backed by cash. In FY26 it brought in ₹2,028 Cr of operating cash against ₹1,107 Cr of profit. After ₹932 Cr of spending on assets, ₹1,096 Cr was left over as free cash.

The profit and loss account shows what was earned. The cash-flow statement shows the cash that actually came in. Comparing operating cash flow with profit is one of the best checks that a profit is real.

Cash-flow figures here are yearly, because quarterly cash statements are not published, so this section changes once a year.

Why 126% of profit came in as cash: the cash cycle got 18 days shorter between FY21 and FY26, so cash that used to wait in the business now arrives sooner.

What to look at next: the bigger use of cash is spending on new assets, at 7.3× depreciation over three years. The next section checks what that spending is building.

Aegis Logistics Ltd's cash cycle, the days between paying suppliers and getting paid by customers, was −12 days in FY26, down from 6 days in FY21. It spent ₹3,540 Cr on assets over the last 3 years. Customers take 21 days to pay, and stock sits for 7 days on average.

Working capital is the cash tied up between paying suppliers and getting paid. Debtor days: how long customers take to pay. Inventory days: how long stock sits. The cash cycle: the whole loop, in days of sales.

Why this happened. Mumbai and JNPA have dated capacity plans, but the latest schedules supersede earlier promises. Commissioning begins the contribution window; it does not establish full utilization. The Capex Inflection Point does not describe the whole company because spending continues beyond these assets. Tariffs, committed occupancy and competitors' new capacity are not supplied.

At FY26 sales of ₹8,333 Cr, each day of that cycle ties up about ₹22.8 Cr, so roughly −₹274 Cr is tied up in the business at any time.

FY26: customers took 21 days to pay and stock sat for 7 days, about 0.2 months of sales sitting as stock, for a full cycle of −12 days, shorter than FY21's 6.

The full loop: cash goes out to suppliers and production on day 0. Stock sits for 7 days. Customers pay about 21 days after that. Suppliers are paid at 40 days. Together that makes the −12-day cycle.

Spending on assets: ₹3,540 Cr over the last 3 years, against ₹486 Cr of depreciation (the yearly wear and tear on existing assets). So it is building well beyond replacing what wears out. Work still in progress is ₹764 Cr (FY26): assets paid for that are not earning yet.

In short: the cash is going into new capacity, not getting stuck in the daily cycle. The question is whether the new capacity earns.

Aegis Logistics Ltd's P/E is 32.3×, near the low end of its own history: it has been lower only 33% of the time. Its usual P/E (the middle reading) is 37.8×, over 11 years of weekly prices. This compares the share price with the company’s own past. It does not say what the business is worth.

P/E is the share price divided by a year's profit per share: how many rupees the market pays for each rupee of yearly profit.

Keep one thing in mind: margins are the best this company has ever reported. A multiple that looks low against its own past can mislead when profit is at a record. If margins fall back, today's multiple is higher than it looks.