MGLBSEMahanagar Gas LtdMediumNeutral
Announced Fri, 8 May · 15:17 IST

Investor Presentation on Audited Standalone and Consolidated Financial Results and Operational Performance of the Company for the financial year ended March 31, 2026

Mgmt Guided Margin PressureInvestor Communications View source PDF

MGL · 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
-6.4%1-day move
₹1185.00
prior close
₹1173.80
base price
In-mkt
timing
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+0.0-0.0-6.4-10.1-11.7-10.0-8.2-10.4-7.3-9.5-7.5
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AI summary

Mahanagar Gas reported FY26 net revenue of ₹8,240.21 crore, up 13.48% YoY, but profitability declined sharply with PAT falling 18.67% to ₹846.82 crore. EBITDA margins compressed significantly from 21.62% in FY25 to 17.61% in FY26, indicating margin pressure. Q4 FY26 was particularly weak with PAT down 45.56% YoY and EBITDA down 34.09% YoY. The company serves 1.28 million CNG vehicles across 518 stations and 3.21 million PNG household connections across 6 geographic areas. Gas cost per SCM increased from ₹30.08 in FY25 to ₹33.55 in FY26, squeezing margins. The company declared a final dividend of Rs.18 per share. GAIL holds 32.50% stake while the Government of Maharashtra holds 10%.

Likely market impact

Revenue growth is encouraging but the sharp decline in profitability and margin compression raises concerns about cost management and gas price pass-through ability. The significant Q4 underperformance may weigh on near-term stock sentiment.