EI

Energy Infrastructure Trust

Q4 FY26Gas

Energy Infrastructure Trust Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price73
Market cap₹4.8K Cr
P/E60.5
Updated23 Sept 2026
Read4 min read

What the Q4 FY26 call signalled

1 of 3 strong

RevenueSlow growth
MarginMargins steady
CapexCapex planned

The short version

Volume growth is expected to remain nearly flat over the next 2 years, maintaining current levels (Page 13). Volume growth is expected to remain flat over the next 2 years, with Reliance maintaining volumes through infill wells and a slight increase from ONGC.

From Energy Infrastructure Trust's Q4 FY26 earnings-call transcript · updated 23 Sept 2026.

Revenue & Sales Performance

Slow growth
  • Volume growth is expected to remain nearly flat over the next 2 years, maintaining current levels (Page 13).
  • Reliance volumes show a slight decline but are supported by infill wells to sustain trajectory (Page 13).
  • ONGC volumes are expected to see a slight increase over the next few years (Page 13).
  • LNG terminal connectivities (e.g., Ennore and Kakinada) and additional upstream developments are expected to increase gas flow stability and utilization (Pages 6 & 13).
  • KG Basin production remains a key growth driver with reserves of ~139 BCM, supporting long-term volume growth potential (Page 6).
  • No significant new asset additions planned near-term, but management continues to explore accretive opportunities (Page 16).

2 more points management made on revenue & sales performance

Profitability & Margins

See what Energy Infrastructure Trust said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • The Trust is exploring expansion into LNG storage tanks but is currently awaiting more policy clarity and government funding details before proceeding.
  • Discussions have been ongoing about how large investors can fund LNG storage and related molecule storage, especially post the recent conflict affecting supply chains.
  • No immediate near-term asset acquisitions or expansions are planned; however, the management continues to seek value-accretive opportunities for investors.

2 more points management made on capital expenditure plans

Top-ranked in Gas

Ranked on what management guided this quarter

5x potential
1Aegis Logistics
Rev 2Mar 3
2IRM Energy
Rev 2Mar 3
3
Rev 3Mar 3
4
Rev 3Mar 3
5
Rev 3Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Energy Infrastructure Trust said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript does not provide specific information regarding the current or expected order book or pending orders for Energy Infrastructure Trust or its related entities. However, key points related to business outlook include: - The pipeline has long-term contracts, including take-or-pay agreements with major customers like Reliance, ensuring steady cash flows. - Expansion plans such as potential LNG storage tanks are contingent on government policy clarity. - Volume trajectories are expected to remain flat over the next two years, with slight growth from ONGC and stabilization from Reliance.

2 more points management made on order book & pipeline

Energy Infrastructure Trust — Quarterly revenue & net profit

Revenue Net profit
Sep 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹1.0K Cr, net profit ₹48 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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Frequently Asked Questions

What were Energy Infrastructure Trust Q4 FY26 results?

Volume growth is expected to remain nearly flat over the next 2 years, maintaining current levels (Page 13). Volume growth is expected to remain flat over the next 2 years, with Reliance maintaining volumes through infill wells and a slight increase from ONGC.

What is Energy Infrastructure Trust share price analysis?

Energy Infrastructure Trust currently shows a neutral. The stock trades at a P/E of 60.5 with a market cap of ₹4,824 Cr. Investors should review the full earnings analysis for detailed insights.

Is Energy Infrastructure Trust planning capital expenditure?

The Trust is exploring expansion into LNG storage tanks but is currently awaiting more policy clarity and government funding details before proceeding.

Keep Energy Infrastructure Trust on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.