India Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

India Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

Aegis Logistics Limited distributes liquefied petroleum gas and provides logistics and terminalling services in the oil, gas  and chemicals sectors. The Company also manufactures and distributes oleochemicals and kerosene oil and provides chemical storage facilities.

<ul>
<li>Aegis Logistics is India’s leading logistics player in Liquified Petroleum Gas (LPG/Propane) and Chemicals.</li>
<li>It has demonstrated a stellar track record over past decade, delivering a 25% CAGR in EBITDA and Net profit, along with a 28% CAGR in dividend payouts.</li>
<li>Given the strength of its partnership with Vopak and various capital expenditure lined up in medium term, it should continue to deliver robust operational and financial performance.</li>
</ul>


Aegis Logistics is India’s leading logistics player in Liquified Petroleum Gas (LPG/Propane) and Chemicals.
It has demonstrated a stellar track record over past decade, delivering a 25% CAGR in EBITDA and Net profit, along with a 28% CAGR in dividend payouts.
Given the strength of its partnership with Vopak and various capital expenditure lined up in medium term, it should continue to deliver robust operational and financial performance.


2025 High Conviction Idea:Aegis Logistics-A Decade Track Record of 25% Growth in Profits & Dividends

Event-Driven

Quess Corp Limited operates as an integrated business services provider. The Company offers IT staffing, industrial asset and facility management, skill development, and general recruitment services. Quess serves customers worldwide.

<ul>
<li>
<a href="https://www.smartkarma.com/entities/quess-corp-ltd" target="_blank" data-smartkarma-citation="entities:26937:1" rel="noopener">Quess Corp Ltd (QUESS IN) </a>will spinoff into 3 different companies, each representing a business vertical of its consolidated operations. All three companies are expected to be listed during Q1FY26.</li>
<li>It has received approval from the stock exchanges and is now awaiting the go ahead from National Company Law Tribunal (NCLT).</li>
<li>Improving business performance and sum-of-the-parts valuation of the three separate listed businesses indicate potential upside from the current valuation.</li>
</ul>



Quess Corp Ltd (QUESS IN) will spinoff into 3 different companies, each representing a business vertical of its consolidated operations. All three companies are expected to be listed during Q1FY26.
It has received approval from the stock exchanges and is now awaiting the go ahead from National Company Law Tribunal (NCLT).
Improving business performance and sum-of-the-parts valuation of the three separate listed businesses indicate potential upside from the current valuation.


Quess Corp - Can the Spinoff of India’s Largest Staffing Company Unlock Value?

Sree Capital
Fundamental Research on Listed Indian Companies

2025 High Conviction Idea:Aegis Logistics-A Decade Track Record of 25% Growth in Profits & Dividends

Aegis Logistics is India's top player in LPG and chemicals logistics, showing impressive growth in net profit, and dividends. Strong partnerships...

Sreemant Dudhoria

Quess Corp - Can the Spinoff of India’s Largest Staffing Company Unlock Value?

Quess Corp Ltd to spinoff into 3 companies, expected to be listed in Q1FY26, pending NCLT approval. Potential upside in valuation with improved...

Sreemant Dudhoria

2025 High Conviction Idea:Aegis Logistics-A Decade Track Record of 25% Growth in Profits & Dividends

​Aegis Logistics is India's top player in LPG and chemicals logistics, showing impressive growth in net profit, and dividends. Strong partnerships...

Sreemant Dudhoria

Quess Corp - Can the Spinoff of India’s Largest Staffing Company Unlock Value?

​Quess Corp Ltd to spinoff into 3 companies, expected to be listed in Q1FY26, pending NCLT approval. Potential upside in valuation with improved...

Sreemant Dudhoria

Aegis Logistics is India's top player in LPG and chemicals logistics, showing impressive growth in net profit, and dividends. Strong partnerships...

Quess Corp Ltd to spinoff into 3 companies, expected to be listed in Q1FY26, pending NCLT approval. Potential upside in valuation with improved...