Indraprastha Gas Ltd (NSE:IGL)

Q4 2025 Indraprastha Gas Ltd Earnings Call Transcript

Apr 28, 2025 / 10:30AM GMT

Release Date Price: ₹185.32 (+4.00%)

Transcript

Key Points

Positve

Indraprastha Gas Ltd (BOM:532514) reported a 6% year-on-year growth in total average daily volume, reaching 8.99 mmscmd.
The company achieved a robust double-digit growth of 11% in PNG sales, with domestic sales increasing by 12%.
Indraprastha Gas Ltd (BOM:532514) maintained a healthy operational profitability with an EBITDA of INR1,978 crore and PAT of INR1,468 crore despite increased gas costs.
The company has announced a final dividend of INR1.5 per share, in addition to an interim dividend of INR5.5 declared earlier.
Indraprastha Gas Ltd (BOM:532514) is diversifying with a 500-megawatt solar plant project in Rajasthan, aiming for equity returns of over 14% and potential cost savings in operations.

Negative

Gas costs increased by 13% compared to the previous year, impacting profitability.
There was a deliberate attempt to cap growth due to sudden reductions in APM volumes, affecting the company's ability to meet its volume guidance.
The company faces challenges from the proposed EV policy and reduced allocation of APM gas, which could impact future growth.
CNG volume growth was only 6% year-on-year despite a healthy increase in CNG vehicle additions.
The company has been criticized for not effectively communicating with the investment community to dispel negative perceptions and misperceptions.

Operator

Ladies and gentlemen, good day, and welcome to the Indraprastha Gas Limited Q4 FY25 earnings conference call, hosted by PhillipCapital India Private Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Nitin Tiwari from PhillipCapital (India) Private Limited. Thank you, and over to you, sir.

Nitin Tiwari;India;Limited;Analyst

PhillipCapital

()-

Thanks. On behalf of PhillipCapital (India) Limited, I welcome everyone to Indraprastha Gas Limited's fourth-quarter FY25 earnings call. Today from the management team of IGL, we have the pleasure of having with us the Managing Director, Mr. K. K. Chatiwal; our Director - Commercial, Mr. Mohit Bhatia; and CFO, Mr. Sanjay Kumar. I shall now hand over the floor to the management for their opening remarks, which shall be followed by a question-and-answer session. Over to you, sir.

Kamal Chatiwal

Indraprastha Gas Ltd - Managing Director, Director

A very good

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