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Geopolitical gas price volatility
View Risks →Irm Energy Ltd — Q4 FY26
IRM Energy delivered a steady FY26 with revenue of ₹1,066.66 Cr (+9% YoY), EBITDA of ₹112.25 Cr (+17% YoY), and PAT of ₹56.89 Cr (+21% YoY).
bullish
medium
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IRM Energy delivered a steady FY26 with revenue of ₹1,066.66 Cr (+9% YoY), EBITDA of ₹112.25 Cr (+17% YoY), and PAT of ₹56.89 Cr (+21% YoY). Volume grew 9% to 223.67 MMSCM, driven by CNG (61% of revenue) and PNG expansion. The company added 39 CNG stations (total 150) and 83,262 domestic PNG connections. Management guided for double-digit volume growth in FY27 (targeting 250+ MMSCM) and EBITDA per SCM improvement of 10-15% to ₹5.3-5.5. Capex of ₹150-180 Cr is planned for the high-growth Namakkal GA, funded by IPO proceeds. Key risks include geopolitical gas price volatility and delayed NGT order implementation in Punjab, which could cap industrial volume recovery.
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CNG stations
150
+39 YoY
Added 39 stations in FY26, reaching 150 total; 36 more planned in FY27.
Total volume
223.67 MMSCM
+9% YoY
Volume growth supported by CNG and PNG segments across all GAs.
Domestic PNG connections added
83,262
+83,262 YoY
Robust addition driven by household adoption and government PNG campaign.
Pipeline network
6,695 km
+26% YoY
Expanded steel pipeline infrastructure to support customer additions.
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Guidance and risk preview
Management expects double-digit volume growth, with all segments (CNG, PNG domestic/commercial) growing over 20% YoY, and industrial recovery in Fa...
The Gulf crisis has increased spot gas prices and reduced APM/NWG allocations, pressuring margins.
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