Regulatory delay in fuel cost recovery
PNGRB has not yet approved recovery of higher gas costs for compressor fuel; hearing scheduled for November 2023.
GAIL / Q2-FY24 / risks
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GAIL (India) · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
Sustained petrochemical margin pressure
Oversupply from new capacities and low polymer prices may delay breakeven target.
Gazprom volume shortfall unresolved
Legal proceedings ongoing for undelivered LNG volumes; outcome uncertain.
One-off items impacting earnings quality
Frequent one-offs (e.g., GST provision, inventory costs) reduce predictability of core earnings.