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Earnings Call

Adani Total Gas Earnings Call: Key Takeaways

Adani Total Gas delivered robust volume and revenue growth for Q4 FY26 despite West Asia geopolitical tensions, buoyed by aggressive network expansion and EV infrastructure scaling.

Highlights
Revenue growthRevenue rose 18% YoY for FY26 to ₹6,415 crore.
MarginsEBITDA rose 13% QoQ; FY26 EBITDA per SCM remained stable.
Demand visibilityStrong visibility driven by government priority allocation for homes/transport.
Management confidenceBalanced confidence, emphasizing resilient execution during geopolitical uncertainty.

Growth

Revenue grew 16% QoQ to ₹1,696 crore; CNG volumes rose 17% while PNG increased 5%.

Outlook

Projecting FY27 EBITDA of approximately ₹1,500 crore with continued double-digit revenue growth.

Risks

Currency volatility and gas pool price fluctuations remain significant margin triggers.

Source

Earnings Call filed with NSE, NSE: ATGL. Summary written with AI assistance from the document.

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Adani Total Gas Ltd: key numbers

Share price
₹611.65
Market cap
₹67,270 Cr
Revenue (annual)
₹5,894 Cr
Net profit (annual)
₹655.7 Cr
P/E (TTM)
106.4×Sector 25.1×
Promoter holding
74.80%+0.00% QoQ
FII holding
12.77%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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