Q3 2025 Gail (India) Ltd Earnings Call Transcript
Key Points
- GAIL (India) Ltd (GAILF) reported its highest ever quarterly and nine-month PBT and PAT, with a growth of 39% compared to the same period last year.
- The company declared an interim dividend of 65% of the face value of shares, amounting to INR6.5 per share.
- GAIL (India) Ltd (GAILF) achieved a 6% growth in gross turnover for Q3 FY25, reaching INR34,912 crores.
- The company received an exceptional income of INR2,440 crores from SEFE Marketing and Trading Singapore as a settlement.
- GAIL (India) Ltd (GAILF) plans to expand its infrastructure with new CNG stations and DPNG connections, targeting 80 new CNG stations and 120,000 new DPNG connections in the next two years.
- Natural gas transmission volume decreased by 4% in Q3 FY25 due to reduced offtake by the Power segment and shippers.
- GAIL Gas Limited, a subsidiary, saw a 3% decline in turnover and a 7% decrease in PBT due to a cut in APM gas allocation.
- The company faced a significant drop in trading EBIT due to falling crude prices and higher Henry Hub prices, impacting margins.
- There was a reduction in LPG production due to a cut in APM gas allocation, expected to drop by approximately 75 TMT in Q4 FY25.
- The company experienced a temporary mismatch in contract terms, leading to a loss of over INR900 crores in trading margins.
Ladies and gentlemen, good day, and welcome to GAIL India Limited Q3 and FY25 Earnings Conference Call hosted by Elara Securities India Private Limited. (Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. Gagan Dixit from Elara Securities. Thank you, and over to you, sir.
Yes. Thank you. A warm welcome to everyone to discuss GAIL India Limited Q3 FY25 results. It is our pleasure to be able to bring to you the management of GAIL India Limited, led by Shri R.K. Jain, who is Director, Finance; and other senior executives of the company. So with these words, I would now hand over the conference to the GAIL India Limited management. Over to you, sir.
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Yeah. Thank you, Gagan. My dear friends from investors and analyst community, a very good afternoon to all of you
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