GAIL (India) Limited — Q1FY27 earnings call summary

Filed 04 August 2026 · Official transcript

Multiple analyst queries on gas demand outlook, sourcing strategy, margin normalization, and project timelines addressed
Natural Gas Transmission volume guidance ~123 MMSCMD for FY27 amid geopolitical volatility
Polymer segment loss ₹130 Cr in Q1; plant at 100% capacity, breakeven expected in FY27
Capex ₹6,176 Cr in Q1; FY27 guidance ~₹11,500 Cr for gas infrastructure and clean energy projects
Gas Marketing volumes 93.82 MMSCMD; FY27 PBT guidance ~₹4,500 Cr, subject to revision
CGD network expanding; target 275 new CNG stations and 3.7 lakh DPNG connections in 2 years
LPG Transmission volume down 3%; LHC production up 20%, PBT ₹772 Cr aided by higher LPG prices
Q1FY27 consolidated turnover ₹41,277 Cr (+16%) and PAT ₹4,665 Cr (+214%) vs Q4FY26