ALFA Finder| Revenue growth | 12% QoQ standalone growth; consolidated revenue reached ₹41,277 crore. |
|---|---|
| Margins | Marketing margins expanded sharply; expected to normalize as index lags converge. |
| Demand visibility | Strong; transmission volumes growing 4 MMSCMD QoQ, led by fertilizer/CGD. |
| Management confidence | Confident but cautious; explicitly flagged that record marketing margins are temporary. |
Growth
Standalone revenue grew 12% QoQ to ₹38,912 crore, driven by elevated crude/LPG prices and a 20% volume surge in the Liquid Hydrocarbon (LHC) segment.
Outlook
FY27 natural gas transmission volume guided at 123 MMSCMD. Annual capex planned at ₹11,500 crore.
Risks
Gas marketing margins are vulnerable to normalizing JCC index lags. Geopolitical volatility and high LNG spot prices threaten consistent marketing profitability.
Earnings Call Transcript filed with NSE, NSE: GAIL. Summary written with AI assistance from the document.
GAIL (India) Ltd: key numbers
- Share price
- ₹187.91
- Market cap
- ₹1,23,553 Cr
- Revenue (annual)
- ₹1,41,598 Cr
- Net profit (annual)
- ₹7,582 Cr
- P/E (TTM)
- 9.8×Sector 21.7×
- Promoter holding
- 51.85%+0.06% QoQ
- FII holding
- 16.59%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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