Скачать или смотреть GAIL (India) Limited | GAIL | Earning Call | Alfa Finder

📞 NSE - Earning Call
🔔 GAIL (India) Limited (https://www.google.com/search?q=GAIL%...) (GAIL)
🏭 Industry: Utilities:Non-Electrical
🏗️ Market Cap: ₹105458.02 Cr
💰 Stock PE: 12.28 | Industry PE: 15.40
📅 Arrival: 02-Feb-2026 16:10:49
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📉 Price & Volume Metrics
💵 Price Now: ₹160.39
📊 Change(W|M|Q): -0.26% | -6.63% | -12.24%
📦 Volume Avg(W|M): 14,969,844 | 11,364,033
⚪ Day RSI: 42.01
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📌 Subject: GAIL (India) Limited has informed the Exchange about Link of Recording
🔍 Detection: MEDIA_FOUND
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📊 AI Summary & Key Insights
⚖️ Sentiment: NEUTRAL
📝 GAIL reported a mixed quarter where operational recovery in gas transmission was offset by significant margin pressure in the petrochemical segment due to rising input costs and adverse global pricing. While transmission volumes are recovering toward normal levels, the company is grappling with high Henry Hub (HH) gas prices impacting feedstock costs and a volatile global energy market. A key highlight is the interim dividend of ₹5 per share and the upward revision of the interim gas pipeline tariff, though management is aggressively petitioning for a further increase to offset historical losses.

📈 Growth: Mixed quality growth. Revenue remained flat QoQ at ₹34,030 crore. PAT declined 27.6% QoQ to ₹1,603 crore. Transmission volumes improved to 125.45 MMSCMD (up from 123.59 MMSCMD), while Petrochemical volumes were flat at 219 TMT. Growth is currently volume-led in transmission but margin-constrained in manufacturing.
⚠️ Risks: Petrochemical segment reported a loss of ₹483 crore due to high feedstock costs (HH linked) and currency depreciation (USD/INR reaching 92 levels). Management noted that January HH price spikes will further pressure Q4 margins. There is also regulatory uncertainty regarding the finality of the unified tariff revision.
🔮 Future: Guidance for gas transmission volume is 124-125 MMSCMD for FY26 and 134-135 MMSCMD for FY27. Capex guidance for FY27 is ₹9,000-10,000 crore. Target to increase long-term LNG portfolio by 6-7 MMTPA by 2030. Marketing margin guidance maintained at ₹4,000 crore+ despite volatility.
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🔗 Content Source: ANALYZED FILE (https://gailebank.gail.co.in/audio_vi...)
🔗 NSE Source: ORIGINAL PDF (https://nsearchives.nseindia.com/corp...)
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🔗 🔍 SCREENER (https://www.screener.in/company/GAIL/...)
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⏱️ Time Taken: 1m 39s

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