Gujarat Energy Ltd (BOM:539336)

Q3 2026 Gujarat Gas Ltd Earnings Call Transcript

Jan 21, 2026 / 10:30 AM GMT

Release Date Price: ₹399.25 (+1.31%)

Transcript

Key Points

Positve

Gujarat Gas Ltd (BOM:539336) reported a strong performance in the CNG segment with a 11% year-over-year growth in CNG sales.
The company has embarked on a major digitization drive, enhancing operational efficiency and decision-making capabilities.
Gujarat Gas Ltd (BOM:539336) has signed 8 new agreements with biogas producers, increasing its commitment to cleaner energy.
The company has engaged McKinsey and Company to evaluate growth opportunities and advise on expansion initiatives.
Gujarat Gas Ltd (BOM:539336) maintains a strong credit profile with a AAA stable rating and an A1+ rating from Crystal Care and India ratings.

Negative

There was a 10% decrease in industrial sales volume compared to the previous quarter, primarily due to lower Morbi volumes.
The company faced a 64% shortfall in gas allocation for the CNG segment, resulting in an overall shortfall of 51% in the priority segment.
Propane prices remained lower than natural gas prices, impacting Morbi volumes negatively.
The ongoing geopolitical tensions could disrupt supply chains and cause price volatility.
The company experienced a contraction in Morbi volumes due to high volatility in spot prices and a decrease in propane prices.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GGAS.NS - Gujarat Gas Ltd
Q3 2026 Gujarat Gas Ltd Earnings Call
Jan 21, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good evening and welcome to the Gujarat Cash Limited Q3 FY26 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode.

There will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing, then 0 on a touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to the company secretary of Gujarat Gas, Mr. Sandeep Davi.

Thank you, and over to you, Mr. Davi.

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Unidentified_2 [2]
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