Please find attached herewith a revised Presentation with reference to the Investors' and Analysts' Meet - 2026 scheduled to be held on Friday, 22.05.2026 at 04:00 PM (IST).
GAIL · price
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GAIL held its Investors and Analysts Meet on 22nd May 2026 presenting FY2025-26 performance. The company reported standalone PAT of Rs 6,968 crore, down significantly from Rs 11,312 crore in FY25 (38% decline), with EBITDA falling to Rs 13,119 crore from Rs 19,168 crore. One-off items including Rs 675 crore provision for doubtful dues partially impacted results, partially offset by tariff settlement gains and depreciation write-backs. GAIL operates 18,000+ km pipeline network with 65% market share and 16.56 MMTPA LNG portfolio. The company targets 3.6 GW renewable capacity by 2035 and Net Zero Scope 1 and 2 emissions by 2035. Capex of Rs 11,600 crore is planned for FY27, with major pipeline projects and petrochemical expansion underway. Management flagged Middle East conflict and Strait of Hormuz closure as key supply disruption risks.
The significant profit decline in FY26 may weigh on near-term sentiment despite maintained 51.90% dividend payout. However, the analyst meet signals management's focus on transparent investor communication regarding both challenges (LNG supply disruptions, margin pressures) and growth initiatives (capacity expansion, renewables), which could support long-term value creation if execution stays on track.