APM gas allocation removal for compressor fuel
From December 16, 2023, GAIL lost APM gas allocation for compressor fuel, increasing OpEx for gas transmission. Full impact will be felt in Q4.
GAIL / Q3-FY24 / risks
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GAIL (India) · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Petrochemical margin volatility
Petrochemical profitability depends on input gas cost and selling prices, which are volatile. Management expects reasonable profit but uncertainty remains.
Gazprom shortfall unresolved
Shortfall volumes from Gazprom have not been supplied, and the matter is sub judice. No compensation or resolution has been factored into guidance.
Low ROCE from petrochemical investments
Analyst raised concern that petrochemical investments have lower ROCE, dragging overall company returns. Management defended based on long-term demand.