GAILBSEGail (India) LtdHighNeutral
Announced Thu, 21 May · 18:57 IST

<b>Format of Initial Disclosure to be made by an entity identified as a Large Corporate.</b><br/><br/> <table border=''1px''><tr> <td><b>Sr. No.</b></td> <td><b>Particulars</b></td> <td><b>Details</b></td> ....

Pat NegativeEbitda Margin CompressionEmphasis Of MatterExceptional ItemResults View source PDF

GAIL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+8.1%1-day move
₹155.80
prior close
₹153.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.4+0.7+0.5+1.0+8.1+7.7+8.5+6.5+5.3+5.0+12.9+13.7+10.9
Up moveDown movePending
AI summary

GAIL reported a 38% decline in standalone PAT to ₹6,968 crore for FY26, down from ₹11,312 crore in FY25, despite marginally higher revenue of ₹1,38,697 crore. Q4 standalone PAT fell 38% to ₹1,262 crore from ₹2,049 crore in Q4 FY25. The profit decline was primarily due to LNG supply disruptions from West Asia from March 2026, which reduced natural gas sales and transmission volumes by around 21 MMSCMD and 30 MMSCMD respectively. The company recognized an exceptional income of ₹2,440 crore in FY25 from an LNG supplier settlement. Auditors issued unmodified opinions on both standalone and consolidated results. The Board recommended a final dividend of ₹0.50 per share (5%) in addition to the ₹5 interim dividend already paid.

Likely market impact

The sharp 38% PAT decline reflects operational headwinds from geopolitical disruptions affecting LNG supplies and subsequent margin compression. While revenue remained stable, investors should monitor gas sourcing strategies and ongoing regulatory disputes affecting profitability. The dividend declaration provides some investor comfort despite the profit contraction.