MGLNSEMahanagar Gas LimitedHighNeutral
Announced Tue, 22 Jul · 13:44 IST

Mahanagar Gas Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.

Revenue Growth 20pctEbitda Margin CompressionEbitda Margin ExpansionExceptional ItemResults View source PDF

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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

Mahanagar Gas Limited reported strong Q1 FY26 results with standalone revenue from operations of Rs 2,159.72 crore, up 23.8% year-on-year from Rs 1,744.57 crore in Q1 FY25. Profit after tax rose nearly 14% YoY to Rs 324.32 crore (vs Rs 284.53 crore), translating to an EPS of Rs 32.83 (vs Rs 28.80). EBIDTA grew about 16% to Rs 485.36 crore, though the EBIDTA margin compressed to 24.56% from 26.33% a year ago. Sequentially versus Q4 FY25, PAT jumped 28.6% and EBIDTA rose 28.3%, with margins expanding from 20.3% to 24.6%. Total gas sales volumes grew 9.6% YoY, with PNG industrial/commercial volumes surging 26%. Results include a one-time reversal of Rs 112.87 crore in trade discounts to oil marketing companies relating to earlier periods. The NCLT approved the amalgamation of wholly-owned subsidiary Unison Enviro with MGL on July 9, 2025.

Likely market impact

Strong top-line growth driven by healthy volume expansion across CNG and PNG segments is positive for shareholders. However, declining EBIDTA margins year-on-year and the heavy reliance on a Rs 112.87 crore one-time discount reversal suggest the underlying profitability picture is more nuanced. Pending legal cases around a Rs 331.80 crore GAIL tariff dispute and Rs 54.33 crore GST demand remain key overhangs to monitor.