GAIL (India) Limited has informed the Exchange about Presentation
GAIL · price
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GAIL held its FY 2025-26 investor presentation on May 22, 2026. Standalone turnover was Rs 1,38,328 crore with EBITDA of Rs 13,119 crore, PBT of Rs 8,964 crore, and PAT of Rs 6,968 crore. One-off adjustments included Rs 675 crore provision in Gas Marketing and Rs 133 crore write-back in Gas Transmission, with positive net impact from revised asset useful life (pipelines 30→40 years, PE plants 25→35 years). FY 2026-27 capex guidance is Rs 11,600 crore. The company plans to source additional 4-5 MMTPA LNG by 2030, has 1,500 km pipelines under construction, and targets 3.6 GW renewable energy capacity by 2035 with net-zero Scope 1&2 emissions by 2035. India gas demand is projected to grow from ~297 MMSCMD in 2030 to ~495 MMSCMD in 2040, with CGD sector growing at ~15% CAGR.
GAIL's diversified LNG portfolio and infrastructure expansion position it well for India's gas demand growth, though Middle East conflict and Hormuz closure create near-term supply uncertainty. The company maintains strong financials with 51.90% dividend payout and improving balance sheet metrics.