Aegis Logistic-In a sweet spot

IOC is doing a capex of ~9000 crore for setting up the pipeline for crude oil From Mundra to panipat

@desaidhwanil, do you think on future basis this can impact on aegis terminal business in terms of throughput or with aggressive capex announced by Aegis, how would this picture can turn into. Bit confused about the clarity for future in terms of how business will going to form.

Disclosure - Not invested ,Just posting to understand the business and it’s probabilities moving ahead.

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