Gujarat Gas Management Guidance Tracker
8 forward-looking guidance items tracked across 2 quarters.
Margins
Q2 FY26EBITDA margin guidance of ₹4.5-5.5 per scm for FY26Active
Management reiterated the full-year EBITDA margin guidance of ₹4.5 to ₹5.5 per scm, despite current margins being at the higher end.
Q3 FY26Full-year EBITDA margin guidance of ₹5.5-6.5 per SCMActiveCFO guided EBITDA margin per SCM for FY26 in the range of ₹5.5 to ₹6.5.
Capex
Q2 FY26Capex of ~₹800 crore for FY26 and similar for FY27Tracked
The company plans to incur capital expenditure of approximately ₹800 crore in FY26, with a similar range expected for FY27.
Q3 FY26Capex of ₹650-700 crore for FY26ActiveCompany plans capital expenditure of ₹650-700 crore for the full financial year.
Other
Expansion
Growth
Q3 FY26Morbi volume recovery to 3.0-3.2 MMSCMD by March 2026Active
Management expects Morbi industrial volumes to reach 3.0-3.2 MMSCMD by March 2026, driven by price cuts and rising propane prices.
Q3 FY26Target 60-70% long-term gas contracts by end of 2027TrackedManagement aims to increase long-term gas sourcing to 60-70% of total portfolio by end of 2027 to reduce spot exposure.