GAIL (India) Ltd

- No explicit mention of any current or planned new fundraising through equity or debt in the call transcript. - There is an equity contribution of INR 1,458 crore during Q1 FY26 but this appears related to ongoing projects, not new fundraising. - CapEx plans for FY26 and FY27 total around INR 12,000 crore, funded through pipeline projects, petrochemicals, E&P, net-zero plans, and operational CapEx, but no mention of raising new capital. - The company’s focus seems to be on internal funding and project execution rather than seeking external fundraising at this point. - For any specific queries related to fundraising, management invited investors to connect with their IR team for detailed information.

- Capex plan for FY26-27 is around INR 12,000 crore. - Breakdown of Capex: - Pipeline projects: ~INR 4,000 crore - Petrochemical projects: INR 2,500 crore - Exploration & Production (E&P): INR 500 crore - Net-zero plan related investments: INR 2,000 crore - City Gas Distribution (CGD) projects: ~INR 200 crore - Operational Capex: INR 1,400 crore - Equity contribution: INR 850 crore - Ongoing pipeline projects include Mumbai-Nagpur-Jharsuguda, Jagdishpur-Haldia-Bokaro-Dhamra, Kochi-Koottanad-Bangalore-Mangalore, Srikakulam-Angul, and Gurdaspur-Jammu pipelines. - Petrochemical projects: PP Pata 60 KTA and 1,250 KTA GMPL are commissioning in current year; PDH-PP delayed to FY26-27. - Evaluation ongoing for ethane cracker project in Madhya Pradesh; no investment decision yet.

- Transmission volume guidance revised to 127-128 MMSCMD for FY26 due to shutdowns and weather impacts. - Expect transmission volume growth to 135-136 MMSCMD in FY27, driven by natural CGD growth and new refinery customers (Barauni, Paradip, Haldia, Bongaigaon, Guwahati). - CGD segment growing at ~12% annually, contributing around 3.5 MMSCMD to volumes. - New pipeline projects (Mumbai-Nagpur-Jharsuguda, Srikakulam-Angul, Kolkata section, etc.) to add incremental volumes. - Petrochemical projects (PP Pata 60 KTA, PDH-PP Usar) commissioning in FY26-FY27 expected to boost sales. - LPG Jamnagar-Loni pipeline capacity doubled to 6.5 MMTPA with a INR 5,000 crore CapEx, supporting future growth. - Marketing margins expected between INR 4,000-4,500 crore in FY26. - Overall capex ~INR 12,000 crore in FY26-27 supporting infrastructure and projects growth.

- Transmission volumes forecasted to increase from 127-128 MMSCMD in FY26 to 135-136 MMSCMD in FY27, supported by natural CGD growth and new refinery pipelines. - Petrochemical segment expected to improve but remains pressured by higher Henry Hub prices; breakeven likely but no profit guidance for FY26. - Marketing margins maintained at INR 4,000-4,500 crore for FY25-26. - Capex of around INR 12,000 crore planned for FY26-27 focusing on pipelines (INR 4,000 crore), petrochemicals (INR 2,500 crore), and net-zero projects (INR 2,000 crore), supporting growth. - EPS/profit outlook is cautious with one-off items like INR 133 crore differential tariff impacting Q1; overall Q1 FY26 profit after tax declined 8% QoQ. - Expect normalizing power sector demand and reduced fertiliser plant shutdowns to drive earnings growth in coming quarters.

The transcript on page 11 and nearby pages does not explicitly mention the current or expected order book or pending orders for GAIL. It primarily focuses on tariff reviews, pipeline volumes, project updates, financial results, and operational details. Specific details about order books or pending orders are not provided in the text. If you need information about project statuses or capital expenditure: - Capex of INR 3,176 crore incurred in Q1 FY26, including INR 536 crore on pipelines. - Several pipeline projects mentioned: Mumbai-Nagpur-Jharsuguda, Jagdishpur-Haldia-Bokaro-Dhamra (partially commissioned), Kochi-Koottanad-Bangalore-Mangalore, Srikakulam-Angul. - New authorization for Gurdaspur-Jammu pipeline planned for FY26-27. - LPG pipeline capacity expansion project (Jamnagar-Loni) with INR 5,000 crore Capex authorized. No direct data on orderbook or pending contract values stated in the provided transcript.