GAILNSEGAIL (India) Limited· GasLowNeutral
Announced Thu, 21 May · 19:16 IST

GAIL (India) Limited has informed the Exchange regarding a press release dated May 21, 2026, titled "GAIL reports PAT of ₹6,968 crore for FY2025-26; profitability moderated amid global headwinds, operations remain resilient".

GAIL · price

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Price reaction · full curve 14 horizons · vs prior close
+8.1%1-day move
₹155.80
prior close
₹153.00
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+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
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AI summary

GAIL reported standalone PAT of ₹6,968 crore for FY26, down 38% from ₹11,312 crore in FY25, primarily due to global headwinds including the Russia-Ukraine conflict and West Asian crisis. Revenue grew marginally to ₹1,38,697 crore while EBITDA fell to ₹13,119 crore from ₹19,168 crore. Despite lower profits, operations remained resilient with highest-ever LPG transmission of 4,600 TMT. The company added 2,000 km of pipeline network and approved investments in renewable energy including ~700 MW solar and ~178 MW wind capacity. The Board recommended a final dividend of ₹0.50 per share, adding to the ₹5.00 interim dividend already paid, bringing total payout ratio to 51.90%. Capex for FY26 stood at ₹9,594 crore.

Likely market impact

GAIL's sharp profit decline reflects challenging global energy market conditions, but the company's resilient operations and investor-friendly 51.90% dividend payout provide some comfort. The aggressive capex push into pipelines and renewable energy signals a strategic shift toward energy transition, which could support long-term growth despite near-term profitability pressures.