APM gas allocation cut
A 20% reduction in APM gas allocation in October 2024 will increase input costs, requiring price hikes of INR 5-6/kg to maintain margins.
IGL / Q2-FY25 / risks
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Indraprastha Gas · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
EV policy impact on CNG volumes
Delhi's mandatory EV norm for cab fleets could cap CNG growth, though management sees no near-term impact.
Gurugram area dispute
Disputed allocation of Gurugram GA remains sub judice, limiting expansion in a key growth area.
Gas sourcing cost uncertainty
Long-term gas sourcing contracts are still under evaluation; short-term RLNG and IGX purchases may be at higher costs.