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Earnings Call

Gujarat Gas Earnings Call: Key Takeaways

Gujarat Energy (formerly Gujarat Gas) reported Q4 FY26 EBITDA of ₹943 Cr and FY26 PAT of ₹2,299 Cr. The company is now an integrated conglomerate following a scheme of arrangement.

Highlights
Revenue growthFY26 Revenue at ₹24,198 Cr; Q4 FY26 Revenue ₹5,976 Cr.
MarginsEBITDA margin improved; Q4 FY26 EBITDA ₹943 Cr vs ₹790 Cr YoY.
Demand visibilityStrong growth in CNG (12% YoY) and industrial PNG.
Management confidenceHigh; citing expansion across the entire energy value chain.

Growth

Q4 FY26 EBITDA rose 19% YoY to ₹943 Cr. Full-year FY26 revenue stood at ₹24,198 Cr.

Outlook

Recommended ₹8.90 dividend. Expanding PNG infrastructure and leveraging integrated assets across E&P, Trading, and Renewables.

Risks

Middle East crisis impacts LPG/PNG dynamics; industrial volume shifts in Morbi ceramic segment.

Source

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

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