GAIL (India) Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Published 25 Aug 2026 | Gas | Market Cap: ₹1.1L Cr
Natural Gas Transmission volume expected around 123 MMSCMD for FY'27, with potential revisions based on geopolitical/domestic demand changes. Profitability for LPG, gas trading, and petrochemical segments is expected to decline in coming quarters due to cooling of high prices in Q1 FY27 (Page 13).
From GAIL (India)'s Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Price
₹173
Market Cap
₹1.1L Cr
P/E Ratio
11.4
Revenue Rank
Margin Rank
How does GAIL (India) rank in Gas?
Compare GAIL (India) against every Gas company this quarter on revenue, margins and earnings-call signals.
GAIL (India) — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹35.6K Cr, net profit ₹1.5K Cr.
Full financials →📊 Revenue & Sales Performance
Rank 3- →Natural Gas Transmission volume expected around 123 MMSCMD for FY'27, with potential revisions based on geopolitical/domestic demand changes. (Page 3)
- →Transmission volume growth driven by increased PNG connections, industrial uptake, and CGD sector expansion, targeting 275 new CNG stations and 3.7 lakh new DPNG connections over next two years. (Page 4)
- →LPG-HC production increased 20% due to additional gas allocation; production likely stable around 1.9 MMSCMD for FY'27. (Pages 6, 13)
- →Petrochemical unit (Pata Plant) moving towards ethane feedstock for sustainable margins; full utilization expected soon. (Pages 6, 10)
- →Incremental demand growth anticipated from CGD, fertilizer, power, industrial sectors, and LNG long-haul trucks as per PNGRB Vision 2030 targeting ~300 MMSCMD gas consumption. (Pages 5, 10, 13)
- →New pipeline projects and capacity augmentations under implementation, e.g., Jharsuguda pipeline volumes expected to rise with industries and fertilizer plants. (Pages 4, 10)
- →Strategic gas sourcing expansions planned, including long-term contracts and diverse geographies to bolster supply up to 2030. (Page 13)
📈 Profitability & Margins
Rank 3- →Profitability for LPG, gas trading, and petrochemical segments is expected to decline in coming quarters due to cooling of high prices in Q1 FY27 (Page 13).
- →Gas marketing PBT guidance for FY26-27 is maintained at around ₹4,500 crore, with possible revision after subsequent quarter results (Page 3).
- →Polymer segment (petrochemicals) running at breakeven expected in FY27; shift to ethane feedstock aimed at sustainable long-term margins (Page 3).
- →Transmission volume expected to be around 123 MMSCMD for FY27, assuming geopolitical stability (Page 3).
- →Ongoing commissioning of petrochemical plants (GMPL and PDH-PP) expected to start contributing to earnings from FY28 onwards; full profitability likely by FY29 (Page 6).
- →Strong capital expenditure (₹6,176 crore in Q1) towards infrastructure and projects supports medium to long-term growth (Page 4).
- →Overall, earnings growth may moderate from the Q1 high due to normalization of price arbitrage and geopolitical factors but new projects and government policies provide growth tailwinds.
🏗️ Capital Expenditure Plans
Yes- →Capex for FY'27: ₹11,500 crores guidance; ₹6,176 crores incurred in Q1 FY'27, showing strong progress.
- →Projects scheduled for completion in current financial year: JHBDPL remaining section, KKMBPL Phase II, Gurdaspur-Jammu Pipeline, C2-C3 Pipeline.
- →Projects slated for FY 2027-28 completion: Vijaipur-Bina Pipeline, DUPL-DPPL capacity augmentation.
- →JLPL capacity augmentation targeted for completion by July 2028.
- →Petrochemical projects:
- → - 1,250 KTA PTA plant at GMPL in advanced commissioning stage, production to start shortly.
- → - 500 KTA PDH-PP plant scheduled for commissioning in next financial year.
- →Strategic focus: Strengthening gas infrastructure, downstream capabilities, clean energy projects, and supporting India's energy transition and security goals.
💰 Fundraising & Capital Structure
No information📋 Order Book & Pipeline
No informationKey Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were GAIL (India) Q1 FY27 results?
Natural Gas Transmission volume expected around 123 MMSCMD for FY'27, with potential revisions based on geopolitical/domestic demand changes. Profitability for LPG, gas trading, and petrochemical segments is expected to decline in coming quarters due to cooling of high prices in Q1 FY27 (Page 13).
What is GAIL (India) share price analysis?
GAIL (India) currently shows a below-average growth signal. The stock trades at a P/E of 11.4 with a market cap of ₹113,092 Cr. Investors should review the full earnings analysis for detailed insights.
Is GAIL (India) planning capital expenditure?
Capex for FY'27: ₹11,500 crores guidance; ₹6,176 crores incurred in Q1 FY'27, showing strong progress.
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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.