The state-run company's performance was bolstered by natural gas marketing operating profit climbing two-and-a-half-fold to ₹3,284 crore, alongside a 31% rise in revenue from operations to ₹45,924 crore. Strategic moves include a board approval to list subsidiary GAIL Gas through a stake dilution of up to 25%, paired with a slump-sale transfer of six city gas licensed areas taking effect in 2027. These developments occurred amid supply pressures following key supplier Petronet LNG's force majeure declaration, which completely halted Qatari gas flows to GAIL since March 3.
Key points
Natural gas transmission and marketing divisions provided the primary momentum behind the…: Natural gas transmission and marketing divisions provided the primary momentum behind the sharp quarterly profit expansion.
The company is actively restructuring and preparing to unlock value from its retail city…: The company is actively restructuring and preparing to unlock value from its retail city gas distribution network.
Upstream geopolitical disruptions in the Persian Gulf have entirely cut off Qatari LNG su…: Upstream geopolitical disruptions in the Persian Gulf have entirely cut off Qatari LNG supplies via Petronet LNG.
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Revenue from operations at the state-run gas transporter surged 31% year-on-year to ₹45,924 crore.
The company's board, which met Friday, approved listing of wholly owned subsidiary GAIL Gas, a city gas distributor, by diluting up to 25% of its stake. It also cleared a proposal to transfer six city gas licensed areas to GAIL Gas through a slump sale with effect from January 1, 2027, according to a regulatory filing.
Operating profit from GAIL's natural gas marketing business jumped two-and-a-half times to ₹3,284 crore in the September quarter from ₹1,304 crore a year earlier. Operating profit from gas transmission rose 36% to ₹1,926 crore, while profit from the LPG and other liquid hydrocarbons business nearly quadrupled to ₹442 crore. Losses in the petrochemicals business narrowed to ₹22 crore from ₹299 crore a year earlier.
The Iran war and the near-closure of the Strait of Hormuz have disrupted energy flows from the Gulf. Petronet LNG, a key supplier of Qatari LNG to GAIL, declared force majeure on March 3. Since then, GAIL hasn't received any Qatari volumes from Petronet, the company…
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