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MGL: Upcoming Board Review And LNG Collaboration Will Drive Future Upside

Gas Infrastructure Expansion Will Drive Urban Clean Fuel Adoption

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MGL
AnalystConsensusTarget
Not Invested
Published 31 Jan 2025

Update shared on 05 Dec 2025

Fair value Increased 0.14%
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1Y
-11.0%
7D
-0.2%

The analyst price target for Mahanagar Gas has been raised slightly from ₹1,466.8 to ₹1,468.8 as analysts factor in marginally higher revenue growth expectations and stable discount rates, despite a near flat outlook for profit margins and future P E multiples.

What's in the News

  • Mahanagar Gas has scheduled a board meeting on October 29, 2025 to consider and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing).
  • An extraordinary shareholders meeting via postal ballot is slated for November 17, 2025 to vote on appointing Ajay Sinha as whole time director and deputy managing director, and Pankaj Kuchhal as an independent director (company notice).
  • Oil India and Mahanagar Gas have signed an MoU to explore collaboration opportunities across the LNG value chain and other clean energy initiatives, leveraging OIL's gas expansion plans and MGL's LNG retail and clean energy ambitions (company announcement).

Valuation Changes

  • Consensus Analyst Price Target has risen slightly from ₹1,466.8 to ₹1,468.8, reflecting a marginal upward revision in fair value.
  • Discount Rate remains unchanged at 12.76 percent, indicating no reassessment of the company’s risk profile or cost of capital in the model.
  • Revenue Growth expectations have inched up slightly from 7.97 percent to about 7.99 percent, signaling a modestly more optimistic top line outlook.
  • Net Profit Margin has eased marginally from about 11.42 percent to 11.41 percent, effectively indicating a stable profitability outlook.
  • Future P E has risen slightly from 18.05x to about 18.07x, suggesting a minimal increase in the valuation multiple applied to forward earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.