GAIL reported a strong Q2 FY25 with consolidated PAT of INR 2,694 crore, driven by robust marketing margins and higher transmission volumes.
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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.
medium · analyst_questionSpot LNG prices remain high at ~$13/MMBtu, reducing arbitrage opportunities. Management expects normalization but timing uncertain.
medium · analyst_questionNew PDH-PP plant and GMPL project may not contribute profits in first year (FY26-27), with potential delays or cost overruns.
medium · analyst_questionTariff petition submitted to PNGRB; approval expected by March 2025 but timing and quantum of revision are uncertain.
low · management_commentary