This is in continuation to our letter of even no. ND/GAIL/SECTT/2026 dated 15.05.2026. Please find attached Presentation with reference to the Investors' and Analysts' Meet - 2026 scheduled ....
GAIL · price
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GAIL held its annual Investors' and Analysts' Meet presenting FY 2025-26 performance. Standalone turnover was Rs 1,38,328 crore with PAT of Rs 6,968 crore, down from previous year due to challenging LNG market conditions. The company operates 18,000+ km of gas pipelines (~65% market share) and markets 104.21 MMSCMD of natural gas. For FY2026-27, capex of Rs 11,600 crore is planned with focus on pipelines (Rs 2,401 crore), net zero/renewables (Rs 1,950 crore), and petrochemicals (Rs 1,486 crore). The presentation highlighted strategic targets including 3.6 GW renewable energy capacity by 2035, Net Zero for Scope 1 & 2 emissions by 2035, and sourcing additional 4-5 MMTPA LNG by 2030. GAIL's diversified LNG portfolio (16.56 MMTPA) proved beneficial amid Middle East conflicts affecting Qatar/UAE supplies.
The presentation demonstrates GAIL's diversified business model across gas transmission, marketing, petrochemicals, and renewables with clear long-term targets. The focus on capex expansion and energy transition positioning may support investor sentiment despite near-term profitability pressures.