Q4 2026 Gail (India) Ltd Earnings Call Transcript
Key Points
- GAIL (India) Ltd (GAILF) reported a turnover increase to INR1,38,328 crores in FY26, driven by higher gas marketing volumes.
- The company successfully commissioned around 2,000 kilometers of natural gas pipelines, including major projects like the Mumbai-Nagpur-Jharsuguda pipeline.
- GAIL (India) Ltd (GAILF) received authorization to double the capacity of the Jamnagar-Loni pipeline, indicating future growth potential.
- The company is expanding its renewable energy portfolio, with significant investments in solar and wind projects, aiming to exceed 1 gigawatt capacity.
- GAIL (India) Ltd (GAILF) maintained uninterrupted natural gas and LPG supplies despite global geopolitical challenges, showcasing operational resilience.
- Profit before tax decreased significantly from INR14,825 crores in FY25 to INR8,964 crores in FY26, impacted by one-time settlements and increased input costs.
- The petrochemical segment faced losses due to high feedstock prices and market volatility, with a reported loss of INR1,413 crores.
- Natural gas transmission volumes declined to 122.18 MMS EMD from 127.32 MMS EMD in the previous year, affected by supply chain disruptions.
- The liquid hydrocarbon segment saw a 14% production decrease, attributed to deallocation of APM gas for LPG production.
- The company's profitability was further impacted by provisions for outstanding dues and elevated input gas costs, affecting overall financial performance.
Good afternoon to my friends from the analyst community, investors, and portfolio managers. I welcome you all to Gail India Limited Investors and Analysts Meet for 2026.
I am Amit Rustagi, Executive Director and Head of India Equity Sales for UBS Securities in India, your host for today's evening.
It's my pleasure to now welcome the Gail management team in the story of India's evolving gas economy. Some leaders are not merely participants, they are architects. Today, I have the pleasure to introduce some of these leaders to you.
I like to introduce Mr. Deepak Gupta, Chairman and Managing Director of Gail, which stands firmly among them. He assumed charge as CMD of Gail in March 2026.
Mr. Gupta joined Gail India Limited as Director Projects in February 2022. After an illustrious tenure in Engineers India Limited, he took on key leadership roles across the energy ecosystem, serving as Chairman of MNGL, Green Gas, while also contributing as director at OPAL and Chairman of Talcher Fertilizers.
At Gail, he led one of the India's
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