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Earnings Call Transcript

GAIL (India) Earnings Call Transcript: Key Takeaways

GAIL reported strong Q1FY27 consolidated PAT of ₹4,665 crore, driven by favorable price index movements in gas marketing despite geopolitical volatility in West Asia impacting volumes.

Highlights
MarginsMarketing margins expected to normalize as price index benefits fade.
Demand visibilityStrong outlook via PNGRB Vision 2030 targeting 300 MMSCMD gas consumption.
Management confidenceHigh on long-term demand despite short-term volatility and geopolitical risks.

Growth

Consolidated turnover rose to ₹41,277 Cr; EBITDA surged to ₹7,573 Cr vs ₹2,703 Cr in Q4FY26.

Outlook

FY27 capex guidance of ₹11,500 Cr; gas transmission volume target of 123 MMSCMD; gas marketing PBT guidance ₹4,500 Cr.

Risks

West Asia crisis disrupting supply; potential margin shrinkage as JCC 9-month and 3-month averages converge.

Source

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

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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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GAIL (India) Q1 FY27 Results: Net Profit ₹4,671 Cr, Up 96.1% YoY

GAIL (India) Ltd reported revenue from operations of ₹41,350 Cr (+16.7% YoY) and net profit of ₹4,671 Cr (+96.1% YoY) for Q1 FY27.

Key figure
Net profit ₹4,671 Cr · +96.1% YoY