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Earnings Call

Mahanagar Gas Earnings Call: Key Takeaways

MGL reported Q4 FY26 results with average sales volumes up 6.15% YoY. Performance impacted by West Asia supply disruptions affecting industrial/commercial segments, while domestic and CNG remains supported by domestic gas.

Highlights
MarginsNear-term pressure from gas costs; aiming to maintain >₹8/SCM EBITDA.
Demand visibilityStrong demand for PNG/CNG due to high alternate fuel prices.
Management confidenceHigh on volume growth due to new regulatory enablers for infrastructure.

Growth

FY26 EBITDA at ₹1,451cr vs ₹1,570cr YoY. Net Profit at ₹847cr vs ₹1,041cr. Quarterly sales volume grew 1.12% sequentially.

Outlook

Targeting double-digit volume growth in FY27; planned capex of ~₹1,200cr; maintaining EBITDA guidance above ₹8/SCM.

Risks

Supply disruptions from West Asia crisis (Strait of Hormuz); 20% curtailment in industrial/commercial supply; high spot LNG prices.

Source

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

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Mahanagar Gas Ltd: key numbers

Share price
₹1,071.30
Market cap
₹10,582 Cr
Revenue (annual)
₹8,246 Cr
Net profit (annual)
₹841.2 Cr
P/E (TTM)
14.8×Sector 25.1×
Promoter holding
32.50%+0.00% QoQ
FII holding
23.21%Current quarter

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

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