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Earnings Call

GAIL (India) Earnings Call: Key Takeaways

GAIL reports FY26 standalone Turnover of ₹1,38,328 crore and PAT of ₹6,968 crore. Strategy focuses on expanding gas infrastructure, sourcing diversified LNG, and scaling Petrochemicals/Renewables.

Why this was an Alfa AlertNot a filter event. Financials show a year-on-year decline in PAT and EBITDA without specific prior guidance comparison.
Highlights
Revenue growthStandalone Turnover ₹1.38L Cr (+1% YoY); Consolidated ₹1.41L Cr (Flat).
MarginsStandalone EBITDA margin contracted to ₹13,119 cr from ₹19,168 cr YoY.
Demand visibilityStrong outlook led by CGD sector growth at 15% CAGR.
Management confidenceHigh focus on 'One Nation-One Grid' and long-term energy transition.

Growth

Consolidated Turnover at ₹1,41,716 cr; Standalone PAT declined from ₹11,312 cr (FY25) to ₹6,968 cr (FY26).

Outlook

FY27 Capex target ₹11,600 cr. Aiming for 3.6 GW Renewable capacity by 2035 and Net Zero by 2040.

Risks

Global supply disruptions from Middle East conflict and Strait of Hormuz closure impacting LNG availability.

Source

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

Read the document ↗

GAIL (India) Ltd: key numbers

Share price
₹172.70
Market cap
₹1,13,552 Cr
Revenue (annual)
₹1,41,598 Cr
Net profit (annual)
₹7,582 Cr
P/E (TTM)
11.5×Sector 25.1×
Promoter holding
51.79%-0.09% QoQ
FII holding
15.00%Current quarter

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

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