Stockrabit · Analysts
Questions across 3 calls

Vishal Mehta

IIFL Capital

Aegis Vopak Terminals Limited

Aegis Vopak Terminals Limited CC-Jun25.pdf · 2025-08-08
Yeah. Thanks for the opportunity. Sir, my first question is on our liquids numbers for this quarter. If I kind of derive the average realization in liquids, one would probably have expected the realization to kind of go up as we've added these new capacities of JNPT and Mangalore in liquid, which were supposedly to come at a better realization or better product mix. So, what happened there, if you could throw some light?
Sure. Thanks. That's helpful. Second question, sir. Probably, I know that you don't give guidance on throughputs, etc. But post your addition in LPG side at Mangalore and Pipavav, how are the volumes currently trending, if you can give some directional sense, how the last month have been compared to monthly volumes in the previous quarter that would help us?

Aegis Logistics Limited

Aegis Logistics Limited CC-Feb26.pdf · 2026-01-30
Congratulations on continued strong set of numbers from your end, especially on the liquid storage and the distribution front. My question first would be on this 15-year take-or-pay contract, which you've signed with this large conglomerate for storing petroleum products at Pipavav. For this, will we have to build more capacity or we replace some of our existing low realization volumes with this customer? Because this, I guess, will block probably around 50,000 CBM of our capacity, which is around 40%, 50% of our existing capacity at the port. So yes, I just wanted to check on that?
Sir, realization for petroleum would be in the range of INR300, INR400 per month?