GUJGASLTDNSEGujarat Gas LimitedMediumNeutral
Announced Tue, 20 May · 19:02 IST

Gujarat Gas Limited has informed the Exchange about Investor Presentation Q4 & FY 24-25

Mgmt Guided Margin PressureInvestor Communications View source PDF

GUJGASLTD · 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

Awaiting price reaction for this filing.

AI summary

Gujarat Gas filed its Q4 & FY25 investor presentation on 20th May 2025. For Q4 FY25, revenue from operations stood at ₹4,289 Cr (flat YoY), while EBITDA fell to ₹524 Cr from ₹622 Cr YoY, and PAT dropped to ₹388 Cr from ₹550 Cr YoY, signalling YoY margin pressure. For the full year FY25, revenue grew 5.5% to ₹17,185 Cr, EBITDA rose to ₹2,090 Cr, and PAT was largely flat at ₹1,146 Cr. Total gas volumes for FY25 rose to 9.62 MMSCMD, with CNG hitting a record 3.22 MMSCMD in Q4 (up 12% YoY), driven by CNG station expansion and ~60 FDODO agreements. The company remains debt-free with ~₹1,600 Cr in cash reserves and an AAA/A1+ credit rating, while the scheme of arrangement to merge promoter entities (GSPC, GSPL, GEL) into GGL is progressing, with completion expected by October 2025.

Likely market impact

The sharp YoY drop in Q4 profits despite steady revenue is a near-term concern for investors, though full-year performance and record CNG volumes point to underlying business strength. The ongoing restructuring could reshape the company's valuation once the merger and GTL listing are completed by October 2025.