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AEGISLOG: Unchanged Fair Value And Stake Sale Plans Will Support Bullish Outlook

Update shared on 14 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-10.8%
7D
-1.9%

Narrative Update: Aegis Logistics Analyst Price Target

Analysts have maintained their fair value estimate for Aegis Logistics at ₹866.50, reflecting unchanged assumptions on revenue growth, profit margins, and future valuation multiples despite recent market volatility.

What's in the News

  • The board has scheduled a meeting for October 29, 2025, to consider the sale of a 51 percent equity stake, comprising 621,146 shares of INR 10 each in Aegis Gas (LPG) Private Limited, to Aegis Vopak Terminal Limited (company filing).
  • The board has set a meeting for November 7, 2025, to review and approve the unaudited standalone and consolidated financial results for the quarter and six months ended September 30, 2025, and to discuss other business matters (company filing).
  • A special or extraordinary shareholders meeting will be held via postal ballot on November 30, 2025, to seek approval for material related party transactions proposed to be entered into by Aegis Gas (LPG) Private Limited, a wholly owned subsidiary (company filing).

Valuation Changes

  • Fair Value Estimate, unchanged at ₹866.50, indicating no revision to the analyst target price.
  • Discount Rate, stable at 12.76 percent, reflecting no change in the risk or return assumptions.
  • Revenue Growth, effectively unchanged at about 16.61 percent, with only a negligible rounding adjustment in the model.
  • Net Profit Margin, effectively unchanged at about 10.26 percent, with minor decimal level refinements but no directional shift.
  • Future P/E, steady at about 36.0x, implying no alteration to the long term valuation multiple applied to earnings.

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Disclaimer

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