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Earnings Call Transcript

Adani Total Gas Earnings Call Transcript: Key Takeaways

Adani Total Gas demonstrated resilience despite global supply chain disruptions, prioritizing infrastructure expansion across its 34 geographical areas while pivoting toward low-carbon fuels like e-mobility and biomass.

Guidance and delivery
Management target Revenue 19.0% FY30
Highlights
Revenue growthStandalone revenue grew 18% YoY driven by volume expansion.
MarginsEBITDA margins maintained despite volatile global LNG pricing environments.
Demand visibilityStrong domestic demand for clean energy in household and transport segments.
Management confidenceConfident but cautious regarding global geopolitical energy uncertainties.

Growth

Revenue grew 18% to ₹6,378 Cr; EBITDA increased 11% to ₹1,225 Cr. Volume sales rose 14% YoY.

Outlook

Investing ₹10,000 Cr to ₹15,000 Cr over the next five years. Targeted expansion in CNG and PNG infrastructure.

Risks

Global gas price volatility, currency exchange fluctuations, and regulatory hurdles in newer geographical areas remain primary headwinds.

Last quarter's promises, checked

Delivered

  • Guided 10,000 EV points near term → 5,100 delivered (= PARTIAL)
  • Guided double-digit growth → 14% volume/18% revenue delivered (= BEAT)
  • Guided 1.1M total households → 1.1M delivered (= BEAT)

Partly delivered

  • Guided ₹1,500 Cr EBITDA for FY27 → ₹1,225 Cr FY26 baseline (= PARTIAL)
Source

Earnings Call Transcript filed with BSE, 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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