Gas Pool Price Volatility
The government pool gas price was $12.42/MMBtu in March 2026, and imported LNG inclusion may increase costs, pressuring margins.
medium · analyst_question
Adani Total Gas Limited — Q4 FY26
Adani Total Gas delivered a solid Q4 FY26 with revenue of INR 1,696 crore (+16% YoY) and EBITDA of INR 310 crore (+13% YoY), driven by strong volume growth in CNG (+17% YoY) and...
bullish
medium
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Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Incremental Gas Supply Shortfall
Government allocation based on six-month average may not cover incremental demand from CNG/PNG growth, requiring costlier spot purchases.
medium · analyst_questionIndustrial Volume Leakage
Management acknowledged slight de-growth in industrial/commercial volumes due to higher gas prices, which could persist if prices remain elevated.
low · management_commentary