GAIL (India) Ltd (CHIX:GAIDl)
$ 13.1 -0.050 (-0.38%) Market Cap: 14.41 Bil Enterprise Value: 16.50 Bil PE Ratio: 9.75 PB Ratio: 1.42 GF Score: 83/100

Q4 2025 Gail (India) Ltd Earnings Call Transcript

May 14, 2025 / 06:00 AM GMT
Release Date Price: $12.8 (+0.79%)

Key Points

Positve
  • GAIL (India) Ltd (FRA:GQI) achieved the highest ever profit before tax (PBT) and profit after tax (PAT) in its history, showcasing strong financial performance.
  • The company successfully completed the breakwater project at KLL, enhancing its operational flexibility and enabling operations during the monsoon period.
  • GAIL's natural gas transmission and marketing segments showed growth, with a 6% increase in transmission and a 3% increase in marketing volumes.
  • The board recommended a final dividend of INR 1 per equity share, reflecting a strong dividend payout ratio of 43.59% for the financial year.
  • GAIL Gas Limited, a subsidiary, reported a 42% increase in PBT and a 40% increase in PAT, indicating robust growth in the city gas distribution business.
Negative
  • The liquid hydrocarbons (LHC) segment experienced a decline in production by 5% due to reduced APM gas allocation.
  • There was a drop in transmission volumes in the current quarter, attributed to a shift to liquid fuels by some shippers due to lower liquid fuel prices.
  • The petrochemical segment faced challenges with increased input costs and distress on petrochemical prices, impacting profitability.
  • GAIL's profitability was affected by an exceptional income in the previous quarter, leading to a decrease in PBT and PAT in the current quarter.
  • The company faces risks related to volatility in Brent and Henry Hub prices, which could impact the gas marketing business.


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

GAIL.NS - GAIL (India) Ltd
Q4 2025 Gail (India) Ltd Earnings Call
May 14, 2025 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Oh okay, morning everyone and thank you for joining Gail's annual Investor and analyst meet 2025 being organized via our web conference. My name is Abhishek and I cover the oil and gas sector at Montial Oswal Financial Services.

Before we begin this call, a request to all the participants to please keep your video on while you are asking a question.

So as to display your organization name during the call.

This analyst meet was Earlier to be held as a physical meeting in Mumbai, but due to unavoidable reasons had to be converted into a virtual conference.

And we are joined today by senior management from Gale. We have with us Shri Sahi Kumar Gupta, who is the Chairman and managing director for Gale India
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