GAIL (India) · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Recent government notification reduced APM allocations, impacting GAIL Gas by INR 16 crore/quarter and GAIL standalone by INR 6 crore/quarter. Management sees opportunity to source LNG but margin pressure remains.
Spot LNG prices remain high at ~$13/MMBtu, reducing arbitrage opportunities. Management expects normalization but timing uncertain.
New PDH-PP plant and GMPL project may not contribute profits in first year (FY26-27), with potential delays or cost overruns.
Tariff petition submitted to PNGRB; approval expected by March 2025 but timing and quantum of revision are uncertain.
