Aegis Logistics FY26: 670% dividend, Q1 profit slips

Key takeaways from the latest updates

Aegis Logistics Ltd has cleared its audited standalone and consolidated financial results for the quarter and full year ended 31 March 2026. Statutory auditors CNK and Associates LLP issued unmodified opinions on both sets of accounts. Alongside the results, the board recommended a final dividend of 670 percent, translating to Rs 6.70 per share on a face value of Re 1 for FY2025-26. The proposal is subject to shareholder approval at the company’s 69th annual general meeting (AGM). The same set of disclosures also includes quarterly performance data for the June quarter and a broader FY26 snapshot.

Board decisions: audited results and dividend proposal

The company said its board approved the audited standalone and consolidated financial statements for the quarter and year ended 31 March 2026. The auditors’ unmodified opinion indicates no qualification in the audit report for both standalone and consolidated accounts, as stated in the release.

On capital returns, the board recommended a final dividend of Rs 6.70 per share for FY2025-26. The dividend will be placed before shareholders at the 69th AGM, scheduled for 07 August 2026. The record date mentioned for the final dividend is 10 July 2026. Separately, the company’s disclosures also state that the total dividend for FY26 is Rs 8.70 per share, which includes the final dividend component.

Dates investors are tracking

The company’s disclosures list a results date of 06 August 2026, and also mention a board meeting scheduled for 06 August 2026 to consider audited financial results and recommend dividend for FY2026. The AGM date mentioned is 07 August 2026, where shareholder approval is required for the final dividend.

The timeline matters because record dates and AGM approvals determine dividend eligibility and payout processing. Based on the provided details, shareholders on the company’s register as of the record date would be eligible for the final dividend, subject to approval at the AGM.

June-quarter (Jun 25) performance: revenue, income, and EPS

For the quarter ended Jun 25, the quarterly table provided shows total revenue of Rs 1,719.41 crore. Operating income is listed at Rs 198.20 crore, while net income is Rs 131.32 crore. Diluted normalized EPS for the quarter is 3.74.

The same table compares the Jun 25 quarter against the immediately preceding Mar 26 quarter on a QoQ basis, and against Jun 24 on a YoY basis. The QoQ comparison in the table shows operating income down 46.16 percent and net income down 53.38 percent versus Mar 26. On a YoY basis, operating income is up 1.39 percent, while net income is marginally down 0.13 percent versus Jun 24, as per the table.

Cost line items: expenses and depreciation

The June-quarter table shows total operating expense of Rs 1,521.21 crore. Depreciation and amortization are stated at Rs 41.72 crore. Selling, general and administrative expenses total Rs 24.87 crore, while other operating expenses total Rs 66.79 crore.

Net income before taxes is reported at Rs 227.90 crore for the Jun 25 quarter. The dataset also includes another Q1 summary where profit before tax is the same at Rs 227.90 crore and profit after tax is Rs 175.36 crore, with an EPS of Rs 3.70. These figures appear as a separate “Q1 FY 2025-26” summary in the supplied text, alongside total income of Rs 1,781.94 crore and total expenses of Rs 1,554.04 crore.

Q4 FY26 context: strong March quarter numbers cited

Several lines in the provided text refer to March 2026 as a peak quarter. Aegis Logistics reported consolidated net sales of Rs 2,594.39 crore in March 2026, up 52.16 percent from Rs 1,705.04 crore in March 2025. Quarterly net profit is listed at Rs 410.37 crore in March 2026, up 45.69 percent from Rs 281.67 crore in March 2025. EBITDA is reported at Rs 711.51 crore, up 50.04 percent from Rs 474.21 crore.

The release also mentions normalized EBITDA of Rs 670 crore and profit after tax of Rs 455 crore for the quarter, alongside the statement that Q4 revenue rose 52 percent year-on-year to Rs 2,594 crore. These March-quarter figures provide context for why the subsequent quarter’s QoQ comparisons look weaker in the June-quarter table.

FY26 performance snapshot: revenue, PAT, and EBITDA

For the financial year ended 31 March 2026, the provided text states that profit after tax (PAT) rose 41 percent year-on-year to Rs 1,107 crore. Revenue is reported to have grown 23 percent to Rs 8,333 crore, while normalized EBITDA rose 36 percent to Rs 1,599 crore.

A separate audited-results summary provides revenue from operations and net profit in lakh for standalone and consolidated accounts. Converted into crores, standalone revenue from operations is Rs 44,915.4 crore (Rs 449,154 lakh) and standalone net profit is Rs 9,435.5 crore (Rs 94,355 lakh). Consolidated revenue from operations is Rs 83,332.1 crore (Rs 833,321 lakh), and consolidated net profit attributable to owners is Rs 8,981.5 crore (Rs 89,815 lakh). The same summary lists basic EPS for the year ended March 31, 2026 at Rs 26.88 (standalone) and Rs 25.59 (consolidated).

Corporate actions and other disclosures

The supplied text notes that the company’s subsidiary, Aegis Vopak Terminals Ltd, completed its IPO in June 2025 and listed at Rs 235 per share. It also states that Aegis Logistics transferred its gas storage undertaking at Pipavav to Aegis Vopak Terminals Ltd, recognising a profit of Rs 1,144.1 crore (Rs 11,441 lakh).

Another disclosure referenced is from Huron Holdings Ltd, stating there is no encumbrance on 11,11,70,570 equity shares of Aegis Logistics, representing a 31.67 percent stake.

Stock and market data points mentioned

The text mentions Aegis Logistics shares closed at 767.15 on 01 June 2026 (NSE). It also states the stock delivered -0.89 percent returns over the last six months and -2.88 percent over the last 12 months, as per the cited data. A market capitalisation figure of Rs 24,531.39 crore is also included in the supplied material.

Summary table: quarterly and event snapshot

Why the numbers matter

The disclosures place two narratives side by side. FY26 is described as a year with higher PAT, revenue, and normalized EBITDA, supported by strong March-quarter performance. But the June-quarter table shows a sharp QoQ decline in operating income and net income versus the immediately preceding quarter, while YoY movement is modest.

For investors, the final dividend proposal and the stated total dividend of Rs 8.70 per share for FY26 add a defined cash-return datapoint, while the quarter-by-quarter variability highlights the need to track operational performance alongside corporate actions and segment updates.

Conclusion

Aegis Logistics has approved audited FY26 results with unmodified audit opinions and proposed a 670 percent final dividend of Rs 6.70 per share, subject to shareholder approval at the 69th AGM on 07 August 2026. The June-quarter table shows revenue of Rs 1,719.41 crore and net income of Rs 131.32 crore, with weaker QoQ comparisons against the March quarter figures cited in the disclosures. The next key milestones remain the board meeting date mentioned as 06 August 2026, the AGM vote, and the record-date based eligibility for the final dividend.