Adani Total Gas Limited has informed the Exchange regarding 'Intimation about ongoing geopolitical developments in the middle east region and PNGRB order for gas supply etc.'.
ATGL · price
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On the reaction day the stock moved 19.8 pts more than Nifty Midcap 150 and 16.9 pts more than its LPG/CNG/PNG/LNG Supplier peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Adani Total Gas has informed exchanges that the escalation of conflict in the Middle East has led some of its gas suppliers to curtail supplies, directly impacting gas delivery to its industrial customers. The Ministry of Petroleum and Natural Gas has issued the Natural Gas (Supply Regulation) Order, 2026, invoking the Essential Commodities Act to prioritize natural gas allocation. Under the order, domestic PNG, CNG for transport, and LPG production get 100% of their past 6-month average supply (Priority I), while industrial and commercial CGD customers are guaranteed only 80% of past 6-month average (Priority IV). Gas is being diverted from petrochemical facilities and power plants to meet priority sector needs, with GAIL coordinating the pooled pricing mechanism. The company is still assessing the financial impact and is coordinating with authorities to mitigate the disruption.
Short-term negative on industrial/commercial volumes for ATGL, as its non-priority sector customers face supply cuts. However, its core domestic PNG and CNG businesses are protected under Priority I, providing some earnings stability. Near-term margins and volume growth from industrial customers may take a hit, while stock could see volatility pending assessment of full impact.