GAILNSEGAIL (India) Limited· GasHighNeutral
Announced Thu, 21 May · 18:35 IST

GAIL (India) Limited has submitted to the Exchange, the financial results for the period ended March 31, 2026.

Pat NegativeEbitda Margin CompressionExceptional 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
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AI summary

GAIL reported standalone revenue of ₹1,38,697 crore for FY2026, marginally higher than prior year (₹1,37,288 crore). However, profit before tax dropped significantly to ₹8,964 crore from ₹14,825 crore in FY2025—a decline of ~39%. Net profit after tax fell to ₹6,968 crore from ₹11,312 crore, with EPS at ₹10.60 versus ₹17.20 previously. The profit decline is partly due to an exceptional item of ₹2,440 crore (LNG settlement) included in prior year results. Q4 FY2026 standalone net profit was ₹1,262 crore. The Board recommended final dividend of ₹0.50 per share (5%). Auditors issued unmodified opinion with emphasis of matter on contingent liabilities (₹3,768 crore CESTAT demand) and pending PNGRB tariff orders. Operational challenges included LNG supply disruption from West Asia geopolitical situation affecting March 2026 volumes.

Likely market impact

The 38% PAT decline despite stable revenues signals operational margin compression and cost pressures. The stock may face near-term weakness due to earnings miss versus historical levels, though the dividend and clean audit opinion provide some support. Contingent liabilities and governance gaps (lack of independent directors) could raise investor concerns.