GAIL (India)（532155）株式概要GAIL（インド）社は、天然ガスの加工・販売会社として、インド国内外で事業を展開している。 詳細532155 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績2/6財務の健全性3/6配当金4/6報酬当社が推定した公正価値より40.7%で取引されている 収益は年間14.64%増加すると予測されています リスク分析利益率(5.4%)は昨年より低い(8.8%) 3.28%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る532155 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹168.0528.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02t2016201920222025202620282031Revenue ₹2.0tEarnings ₹105.5bAdvancedSet Fair ValueView all narrativesGAIL (India) Limited 競合他社Adani Total GasSymbol: NSEI:ATGLMarket cap: ₹827.2bGujarat EnergySymbol: NSEI:GUJGASLTDMarket cap: ₹270.0bIndraprastha GasSymbol: NSEI:IGLMarket cap: ₹227.5bGujarat State PetronetSymbol: NSEI:GSPLMarket cap: ₹151.4b価格と性能株価の高値、安値、推移の概要GAIL (India)過去の株価現在の株価₹168.0552週高値₹202.6552週安値₹134.35ベータ0.561ヶ月の変化3.42%3ヶ月変化10.27%1年変化-16.02%3年間の変化56.69%5年間の変化55.99%IPOからの変化1,555.69%最新ニュースReported Earnings • May 22Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹11.53 (down from ₹18.93 in FY 2025). Revenue: ₹1.42t (flat on FY 2025). Net income: ₹75.8b (down 39% from FY 2025). Profit margin: 5.4% (down from 8.8% in FY 2025). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 1.9% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year.お知らせ • May 11GAIL (India) Limited to Report Q4, 2026 Results on May 21, 2026GAIL (India) Limited announced that they will report Q4, 2026 results on May 21, 2026お知らせ • Mar 11Gail (India) Limited Appoints Rohit Mathur, Government Nominee Director, Effective from March 9, 2026GAIL (India) Limited announced the appointment Of Rohit Mathur, Joint Secretary, Ministry of Petroleum & Natural Gas (MoP&NG) (DIN:08216731) on the Board as Government Nominee Director of the Company with effect from March 9, 2026 for a period of three years on co-terminus basis or until further orders, whichever is earlier. The Company is taking necessary action to complete the appointment formalities and requisite disclosures in this regard will be submitted in due course.Buy Or Sell Opportunity • Mar 09Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to ₹149. The fair value is estimated to be ₹191, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.Declared Dividend • Feb 04Dividend of ₹5.00 announcedShareholders will receive a dividend of ₹5.00. Ex-date: 5th February 2026 Payment date: 2nd March 2026 Dividend yield will be 3.6%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (118% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Feb 03Price target increased by 14% to ₹235Up from ₹206, the current price target is an average from 31 analysts. New target price is 44% above last closing price of ₹163. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of ₹11.59 for next year compared to ₹18.93 last year.最新情報をもっと見るRecent updatesReported Earnings • May 22Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹11.53 (down from ₹18.93 in FY 2025). Revenue: ₹1.42t (flat on FY 2025). Net income: ₹75.8b (down 39% from FY 2025). Profit margin: 5.4% (down from 8.8% in FY 2025). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 1.9% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year.お知らせ • May 11GAIL (India) Limited to Report Q4, 2026 Results on May 21, 2026GAIL (India) Limited announced that they will report Q4, 2026 results on May 21, 2026お知らせ • Mar 11Gail (India) Limited Appoints Rohit Mathur, Government Nominee Director, Effective from March 9, 2026GAIL (India) Limited announced the appointment Of Rohit Mathur, Joint Secretary, Ministry of Petroleum & Natural Gas (MoP&NG) (DIN:08216731) on the Board as Government Nominee Director of the Company with effect from March 9, 2026 for a period of three years on co-terminus basis or until further orders, whichever is earlier. The Company is taking necessary action to complete the appointment formalities and requisite disclosures in this regard will be submitted in due course.Buy Or Sell Opportunity • Mar 09Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to ₹149. The fair value is estimated to be ₹191, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.Declared Dividend • Feb 04Dividend of ₹5.00 announcedShareholders will receive a dividend of ₹5.00. Ex-date: 5th February 2026 Payment date: 2nd March 2026 Dividend yield will be 3.6%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (118% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Feb 03Price target increased by 14% to ₹235Up from ₹206, the current price target is an average from 31 analysts. New target price is 44% above last closing price of ₹163. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of ₹11.59 for next year compared to ₹18.93 last year.New Risk • Feb 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.0% Last year net profit margin: 9.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.0% net profit margin).Reported Earnings • Feb 01Third quarter 2026 earnings released: EPS: ₹2.67 (vs ₹6.21 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.67 (down from ₹6.21 in 3Q 2025). Revenue: ₹351.7b (down 4.5% from 3Q 2025). Net income: ₹17.6b (down 57% from 3Q 2025). Profit margin: 5.0% (down from 11% in 3Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 1.4% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 20% per year.お知らせ • Jan 23GAIL (India) Limited to Report Q3, 2026 Results on Jan 31, 2026GAIL (India) Limited announced that they will report Q3, 2026 results on Jan 31, 2026お知らせ • Nov 22GAIL (India) Limited Announces Cessation of Gail (India) Limited as Director, Effective November 22, 2025GAIL (India) Limited announced that pursuant to Ministry of Petroleum & Natural Gas letter No. A-22012/1/2018-Estt-PNG; E-25372 dated November 20, 2025, Ms. c, Government Nominee Director (DIN 09831741), ceases to be Director of the Company with effect from November 22, 2025.Reported Earnings • Nov 02Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹3.00 (down from ₹4.10 in 2Q 2025). Revenue: ₹355.4b (up 4.9% from 2Q 2025). Net income: ₹19.7b (down 27% from 2Q 2025). Profit margin: 5.6% (down from 7.9% in 2Q 2025). Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 24GAIL (India) Limited to Report Q2, 2026 Results on Oct 31, 2025GAIL (India) Limited announced that they will report Q2, 2026 results at 12:08 PM, Indian Standard Time on Oct 31, 2025お知らせ • Aug 29Gail (India) Limited Approves Final Dividend for the Financial Year 2024-25GAIL (India) Limited at its AGM held on August 29, 2025 approved to declare final dividend for the Financial Year 2024-25 @ 10.00% INR 1.00/- per equity share) on the paid-up equity share capital of the Company.Reported Earnings • Jul 29First quarter 2026 earnings released: EPS: ₹3.60 (vs ₹4.84 in 1Q 2025)First quarter 2026 results: EPS: ₹3.60 (down from ₹4.84 in 1Q 2025). Revenue: ₹353.1b (up 1.6% from 1Q 2025). Net income: ₹23.7b (down 26% from 1Q 2025). Profit margin: 6.7% (down from 9.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.6% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 28Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 04 August 2025. Payment date: 28 September 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (2.5%).お知らせ • Jul 22GAIL (India) Limited, Annual General Meeting, Aug 29, 2025GAIL (India) Limited, Annual General Meeting, Aug 29, 2025, at 11:30 Indian Standard Time.お知らせ • Jul 21GAIL (India) Limited to Report Q1, 2026 Results on Jul 28, 2025GAIL (India) Limited announced that they will report Q1, 2026 results on Jul 28, 2025New Risk • Jul 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.7% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • May 14Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹18.93 (up from ₹15.06 in FY 2024). Revenue: ₹1.42t (up 6.5% from FY 2024). Net income: ₹124.5b (up 26% from FY 2024). Profit margin: 8.8% (up from 7.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 4.9%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 2.7% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 06GAIL (India) Limited to Report Q4, 2025 Results on May 13, 2025GAIL (India) Limited announced that they will report Q4, 2025 results on May 13, 2025お知らせ • Mar 28Gail (India) Limited Announces Appointment of Shri Yajurvendra Anil Mahajan as Non-Official Independent Directors, Effective 28 March 2025GAIL (India) Limited announced appointments Committee of the Cabinet (A.CC) has approved the appointment of Shri Yajurvendra Anil Mahajan as Non-Official Independent Directors on the Board of Directors of the Company for a period of one year with effect from 28 March 2025 or until further orders.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹181, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Gas Utilities industry in India. Total returns to shareholders of 100% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹187 per share.Price Target Changed • Feb 04Price target decreased by 7.2% to ₹215Down from ₹232, the current price target is an average from 32 analysts. New target price is 21% above last closing price of ₹178. Stock is down 1.9% over the past year. The company is forecast to post earnings per share of ₹15.19 for next year compared to ₹15.06 last year.Declared Dividend • Feb 01Dividend increased to ₹6.50Dividend of ₹6.50 is 18% higher than last year. Ex-date: 7th February 2025 Payment date: 1st March 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but not covered by cash flows (110% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.9% over the next 2 years. However, it would need to fall by 62% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: ₹6.21 (vs ₹4.86 in 3Q 2024)Third quarter 2025 results: EPS: ₹6.21 (up from ₹4.86 in 3Q 2024). Revenue: ₹368.3b (up 6.2% from 3Q 2024). Net income: ₹40.8b (up 28% from 3Q 2024). Profit margin: 11% (up from 9.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.2% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.お知らせ • Jan 23GAIL (India) Limited to Report Q3, 2025 Results on Jan 30, 2025GAIL (India) Limited announced that they will report Q3, 2025 results on Jan 30, 2025Buy Or Sell Opportunity • Jan 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to ₹172. The fair value is estimated to be ₹218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 6.2%. Revenue is forecast to grow by 7.6% in 2 years. Earnings are forecast to decline by 1.9% in the next 2 years.Reported Earnings • Nov 07Second quarter 2025 earnings released: EPS: ₹4.10 (vs ₹3.72 in 2Q 2024)Second quarter 2025 results: EPS: ₹4.10 (up from ₹3.72 in 2Q 2024). Revenue: ₹338.9b (up 2.7% from 2Q 2024). Net income: ₹26.9b (up 10% from 2Q 2024). Profit margin: 7.9% (up from 7.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.8% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Nov 06Now 23% overvaluedOver the last 90 days, the stock has fallen 8.1% to ₹209. The fair value is estimated to be ₹170, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has declined by 7.3%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to decline by 1.7% in the next 2 years.お知らせ • Oct 29GAIL (India) Limited to Report Q2, 2025 Results on Nov 05, 2024GAIL (India) Limited announced that they will report Q2, 2025 results on Nov 05, 2024New Risk • Oct 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 42x cash flows per share).Price Target Changed • Aug 03Price target increased by 9.1% to ₹227Up from ₹208, the current price target is an average from 32 analysts. New target price is approximately in line with last closing price of ₹237. Stock is up 106% over the past year. The company is forecast to post earnings per share of ₹15.78 for next year compared to ₹15.06 last year.お知らせ • Aug 01GAIL (India) Limited, Annual General Meeting, Aug 28, 2024GAIL (India) Limited, Annual General Meeting, Aug 28, 2024, at 11:30 Indian Standard Time.Reported Earnings • Jul 31First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: ₹4.84 (up from ₹2.73 in 1Q 2024). Revenue: ₹350.4b (up 6.9% from 1Q 2024). Net income: ₹31.8b (up 78% from 1Q 2024). Profit margin: 9.1% (up from 5.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 54%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.2% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.お知らせ • Jul 23GAIL (India) Limited to Report Q1, 2025 Results on Jul 30, 2024GAIL (India) Limited announced that they will report Q1, 2025 results on Jul 30, 2024New Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 42x cash flows per share). Share price has been volatile over the past 3 months (8.0% average weekly change).Reported Earnings • May 17Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₹15.06 (up from ₹8.52 in FY 2023). Revenue: ₹1.35t (down 7.7% from FY 2023). Net income: ₹99.0b (up 76% from FY 2023). Profit margin: 7.4% (up from 3.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.0%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.9% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.お知らせ • May 10GAIL (India) Limited to Report Q4, 2024 Results on May 16, 2024GAIL (India) Limited announced that they will report Q4, 2024 results at 12:08 PM, Indian Standard Time on May 16, 2024Buy Or Sell Opportunity • Apr 03Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ₹189. The fair value is estimated to be ₹156, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has declined by 8.7%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.Buy Or Sell Opportunity • Feb 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to ₹178. The fair value is estimated to be ₹147, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has declined by 8.7%. Revenue is forecast to grow by 6.3% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.Price Target Changed • Jan 30Price target increased by 13% to ₹171Up from ₹151, the current price target is an average from 30 analysts. New target price is approximately in line with last closing price of ₹172. Stock is up 81% over the past year. The company is forecast to post earnings per share of ₹14.01 for next year compared to ₹8.52 last year.お知らせ • Jan 30GAIL (India) Limited Declares Interim Dividend for the Fiscal Year 2024GAIL (India) Limited declared an interim dividend of 55% for the fiscal year 2024, that is INR 5.50 per equity share.Reported Earnings • Jan 30Third quarter 2024 earnings released: EPS: ₹4.86 (vs ₹0.63 in 3Q 2023)Third quarter 2024 results: EPS: ₹4.86 (up from ₹0.63 in 3Q 2023). Revenue: ₹351.8b (down 2.0% from 3Q 2023). Net income: ₹31.9b (up ₹27.8b from 3Q 2023). Profit margin: 9.1% (up from 1.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.8% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.お知らせ • Jan 19GAIL (India) Limited to Report Q3, 2024 Results on Jan 29, 2024GAIL (India) Limited announced that they will report Q3, 2024 results on Jan 29, 2024お知らせ • Nov 29GAIL (India) Limited Appoints Rajeev Kumar Singhal as Director (Business Development)This is to inform that a letter bearing no. CA-31022/5/2021-PNG (40321) dated- November 28, 2023 has been received from the Ministry of Petroleum and Natural Gas, Government of India (MoP&NG) nominating Shri Rajeev Kumar Singhal, Executive Director, GAIL (?India)? Limited as Director (Business Development) with effect from the date of his assumption of charge of the post till the date of his superannuation i.e. November 29, 2028, or until further orders, whichever is the earlier.お知らせ • Nov 01M V Iyer Ceased to be Director of GAIL (India) LimitedGAIL (India) Limited announced that Shri M V Iyer, Director (Business Development) ceased to be Director of the Company w,e.f November 1, 2023 consequent upon his superannuation on October 31, 2023 from the services of GAIL. Further, Ministry of Petroleum & Natural Gas vide its Letter No. CA-31022/2/2023-PNG (47901) dated 31.10.2023 entrusted the additional charge of the post of Director (Business Development) to Shri Sanjay Kumar, Director (Marketing) for a period of three months from 01, 11.2023 or till the appointment of a regular incumbent to the post or until further orders, whichever is the earliest.Reported Earnings • Nov 01Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: ₹3.72 (up from ₹2.00 in 2Q 2023). Revenue: ₹332.6b (down 14% from 2Q 2023). Net income: ₹24.4b (up 86% from 2Q 2023). Profit margin: 7.3% (up from 3.4% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 27%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.5% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.お知らせ • Oct 26Gail (India) Limited Announces Change in DirectorateGAIL (India) Limited announced the appointment of Shri Asheesh Joshi, Joint Secretary, MoP&NG, in place of Shri Praveen M. Khanooja, Additional Secretary, MoP&NG as a Government Nominee Director w.e.f. 18 October 2023 on GAIL's Board is as under: Shri Asheesh Joshi is an IAS Officer of 2006 batch belonging to Uttarakhand Cadre. He was Secretary (Additional Charge) of Drinking Water & Sanitation Department, Govt. of Uttarakhand prior to his posting in the Ministry of Petroleum and Natural Gas. He possesses rich experience of holding the position of District Magistrate and working at Senior Position in various Departments such as Housing, Home, Agriculture, Finance, Land Revenue, Planning, Energy, Tourism and Rural Development in the Govt. of Uttarakhand.お知らせ • Oct 21GAIL (India) Limited to Report Q2, 2024 Results on Oct 31, 2023GAIL (India) Limited announced that they will report Q2, 2024 results on Oct 31, 2023Price Target Changed • Aug 03Price target increased by 7.1% to ₹129Up from ₹121, the current price target is an average from 30 analysts. New target price is 12% above last closing price of ₹116. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹12.11 for next year compared to ₹8.52 last year.Reported Earnings • Jul 29Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₹8.52 (down from ₹18.40 in FY 2022). Revenue: ₹1.46t (up 57% from FY 2022). Net income: ₹56.2b (down 54% from FY 2022). Profit margin: 3.9% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 31%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is expected to fall by 4.3% p.a. on average during the next 3 years compared to a 10% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 25+ 1 more updateGAIL (India) Limited, Annual General Meeting, Aug 23, 2023GAIL (India) Limited, Annual General Meeting, Aug 23, 2023, at 11:30 Indian Standard Time.お知らせ • Jun 14Gail (India) Limited Announces Appointment of Shri Sanjay Kumar as Director (Marketing) on the Board of DirectorsGAIL (India) Limited announced regarding nomination of Shri Sanjay Kumar, Executive Director (Marketing), GAIL as Director (Marketing) on the Board of Directors of the Company with effect from the date of his assumption of charge of the post till the date of his superannuation i.e. June 30, 2027, or until further orders, whichever is the earlier Shri Sanjay Kumar is a graduate in Mechanical Engineering from IIT Kharagpur. He also holds a Master of Business Administration (MBA) degree. He joined GAIL in the year 1988 and over the next 3 decades has worked in various roles across domains experience has enabled him to gain deep insight on all aspects of the gas and LNG value chain. Shri Sanjay Kumar played important role in developing GAIL's overseas LNG trading subsidiary GAIL Global (Singapore) Pte. Ltd. into a standalone entity that is now well established in the global LNG business. In GAIL, Shri Sanjay Kumar was responsible for overseeing GAIL's Gas Marketing and Transmission business. Presently, he is the Managing Director of Indraprastha Gas Limited (IGL), the largest CNG distribution company of India.お知らせ • Jun 03GAIL (India) Limited (NSEI:GAIL) Completed the acquisition of JBF Petrochemicals Limited.GAIL (India) Limited (NSEI:GAIL) agreed to acquire JBF Petrochemicals Limited on October 18, 2022. GAIL participated in the process of Request for Resolution plan for JBF Petrochemicals in the Corporate Insolvency Resolution Process (CIRP) under the Insolvency and Bankruptcy Code 2016 (IBC). The transaction was approved by committee of creditors. GAIL (India) Limited (NSEI:GAIL) Completed the acquisition of JBF Petrochemicals Limited on June 1, 2023.Reported Earnings • May 19Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₹8.52 (down from ₹18.40 in FY 2022). Revenue: ₹1.47t (up 59% from FY 2022). Net income: ₹56.2b (down 54% from FY 2022). Profit margin: 3.8% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 31%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is expected to decline by 17% p.a. on average during the next 2 years, while revenues in the Gas Utilities industry in Asia are expected to grow by 4.0%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 17Gail (India) Limited Announces Board AppointmentsShri Praveen Mal Khanooja, Additional Secretary, MoP&NG and Shri Kushagra Mittal, Deputy Secretary, MoP&NG are nominated as Government Nominee Directors on the Board of Directors of GAIL (India) Limited with effect from May 16, 2023. for a period of three years on co-terminus basis or until further orders, whichever is earlier.お知らせ • May 11GAIL (India) Limited to Report Q4, 2023 Results on May 18, 2023GAIL (India) Limited announced that they will report Q4, 2023 results on May 18, 2023お知らせ • Feb 18GAIL Eyeing Stake in LNG Plant, Long-Term Deals in USGAIL (India) Limited (NSEI:GAIL) is seeking a stake in a liquefied natural gas (LNG) export terminal in the US along with a long-term supply of one million tonnes per annum of LNG, according to the expression of interest document issued by the company. The company is exploring the opportunity to acquire up to 26% equity in an existing LNG liquefaction plant or a project that will be commissioned latest by 2027. It is also seeking to source 1 million tonnes per annum of LNG from the US plant on a free-on-board basis for 15 years, starting tentatively from the last quarter of 2026. The purchase contract can be extended by another 5 or 10 years. US LNG terminal operators or project developers can submit their expression of interest by March 10, 2023.お知らせ • Feb 10GAIL (India) Limited Appoints Shri Roshan Lal Arya as Non-Official Independent DirectorGAIL (India) Limited appointed Shri Roshan Lal Arya as Non-Official Independent Director on the Board of the company for a period of three years with effect from the date of the notification of his appointment, or until further order, whichever is earlier.Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: ₹0.63 (vs ₹5.67 in 3Q 2022)Third quarter 2023 results: EPS: ₹0.63 (down from ₹5.67 in 3Q 2022). Revenue: ₹363.9b (up 39% from 3Q 2022). Net income: ₹4.14b (down 89% from 3Q 2022). Profit margin: 1.1% (down from 14% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.7% p.a. on average during the next 3 years, while revenues in the Gas Utilities industry in Asia are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 24GAIL (India) Limited to Report Q3, 2023 Results on Jan 30, 2023GAIL (India) Limited announced that they will report Q3, 2023 results at 12:08 PM, Indian Standard Time on Jan 30, 2023Board Change • Nov 16High number of new and inexperienced directorsThere are 12 new directors who have joined the board in the last 3 years. The company's board is composed of: 12 new directors. No experienced directors. No highly experienced directors. Director of Business Development & Director of Marketing Mahesh Vishwanathan Iyer is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 05Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: ₹2.00 (down from ₹4.33 in 2Q 2022). Revenue: ₹389.7b (up 79% from 2Q 2022). Net income: ₹13.2b (down 54% from 2Q 2022). Profit margin: 3.4% (down from 13% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 21%. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is expected to decline by 1.6% p.a. on average during the next 3 years, while revenues in the Gas Utilities industry in Asia are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Sep 22Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₹111, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 2.5% in 2 years. Earnings is forecast to decline by 33% in the next 2 years.Buying Opportunity • Aug 22Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be ₹166, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to decline by 33% in the next 2 years.Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: ₹7.34 (vs ₹4.81 in 1Q 2022)First quarter 2023 results: EPS: ₹7.34 (up from ₹4.81 in 1Q 2022). Revenue: ₹379.0b (up 116% from 1Q 2022). Net income: ₹32.5b (up 52% from 1Q 2022). Profit margin: 8.6% (down from 12% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 14% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 25Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 01 August 2022. Payment date: 25 September 2022. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 7.1%. Within top quartile of Indian dividend payers (1.7%). Higher than average of industry peers (1.2%).Reported Earnings • May 30Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: ₹27.60 (up from ₹13.61 in FY 2021). Revenue: ₹927.7b (up 62% from FY 2021). Net income: ₹122.6b (up 100% from FY 2021). Profit margin: 13% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.8%. Over the next year, revenue is forecast to grow 10%, compared to a 14% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Board Change • Apr 27High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. Chairman, MD, Director of Projects & Director of Human Resources Manoj Jain is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 23% share price gain to ₹159, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Gas Utilities industry in Asia. Total returns to shareholders of 5.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹181 per share.Buying Opportunity • Feb 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.4%. The fair value is estimated to be ₹173, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% per annum over the last 3 years. Earnings per share has grown by 16% per annum over the last 3 years.Reported Earnings • Feb 08Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: ₹8.51 (up from ₹4.18 in 3Q 2021). Revenue: ₹266.0b (up 70% from 3Q 2021). Net income: ₹37.8b (up 101% from 3Q 2021). Profit margin: 14% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) exceeded analyst estimates by 45%. Over the next year, revenue is forecast to grow 13%, compared to a 13% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Board Change • Jan 01High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. Chairman, MD, Director of Projects & Director of Human Resources Manoj Jain is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Executive Departure • Dec 02Director of Finance, CFO & Director Anjani Tiwari has left the companyOn the 1st of December, Anjani Tiwari's tenure as Director of Finance, CFO & Director ended after 3.0 years in the role. As of September 2021, Anjani still personally held only 586.00 shares (₹93k worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 1.63 years, which is considered inexperienced in the Simply Wall St Risk Model.Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS ₹6.49 (vs ₹2.47 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹217.6b (up 58% from 2Q 2021). Net income: ₹28.8b (up 159% from 2Q 2021). Profit margin: 13% (up from 8.1% in 2Q 2021). The increase in margin was driven by higher revenue.Executive Departure • Aug 07Part-time Non-official Independent Director Banto Kataria has left the companyOn the 6th of August, Banto Kataria's tenure as Part-time Non-official Independent Director ended after 3.0 years in the role. We don't have any record of a personal shareholding under Banto's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.67 years.Reported Earnings • Aug 06First quarter 2022 earnings released: EPS ₹4.81 (vs ₹1.45 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹177.0b (up 45% from 1Q 2021). Net income: ₹21.4b (up 227% from 1Q 2021). Profit margin: 12% (up from 5.4% in 1Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • Jun 11Full year 2021 earnings released: EPS ₹13.61 (vs ₹20.89 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹573.7b (down 21% from FY 2020). Net income: ₹61.4b (down 35% from FY 2020). Profit margin: 11% (down from 13% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Price Target Changed • Jun 11Price target increased to ₹178Up from ₹164, the current price target is an average from 7 analysts. New target price is 8.9% above last closing price of ₹164. Stock is up 70% over the past year.Executive Departure • Jun 09Part-Time Government Nominee Director Ashish Chatterjee has left the companyOn the 1st of June, Ashish Chatterjee's tenure as Part-Time Government Nominee Director ended after 4.4 years in the role. We don't have any record of a personal shareholding under Ashish's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.50 years.Executive Departure • Apr 02Director of Human Resources & Whole-Time Director has left the companyOn the 1st of April, Prafulla Gupta's tenure in the role of Director of Human Resources & Whole-Time Director ended. We don't have any record of a personal shareholding under Prafulla's name. A total of 3 executives have left over the last 12 months.Is New 90 Day High Low • Feb 20New 90-day high: ₹145The company is up 49% from its price of ₹97.45 on 21 November 2020. The Indian market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Gas Utilities industry, which is up 41% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹91.91 per share.株主還元532155IN Gas UtilitiesIN 市場7D2.8%1.1%-0.7%1Y-16.0%-10.9%-4.3%株主還元を見る業界別リターン: 532155過去 1 年間で-10.9 % の収益を上げたIndian Gas Utilities業界を下回りました。リターン対市場: 532155は、過去 1 年間で-4.3 % のリターンを上げたIndian市場を下回りました。価格変動Is 532155's price volatile compared to industry and market?532155 volatility532155 Average Weekly Movement4.4%Gas Utilities Industry Average Movement5.9%Market Average Movement7.2%10% most volatile stocks in IN Market10.2%10% least volatile stocks in IN Market4.7%安定した株価: 532155 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 532155の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19845,010Deepak Guptawww.gailonline.comGAIL(インド)社は天然ガス処理・配給会社としてインド国内外に事業を展開している。送電事業、天然ガス販売事業、石油化学事業、LPG・その他液体炭化水素事業、都市ガス販売事業、その他事業を行っている。同社は、電力、肥料、工業、自動車、石油化学、家庭・商業部門への天然ガスの送電・販売、圧縮バイオガスの販売に携わっている。また、液化石油ガス（LPG）、プロパン、ペンタン、ナフサ、混合燃料油、エチレン、プロピレン、ポリプロピレンの製造・販売、G-LexやG-Leneのブランド名で高密度ポリエチレンや直鎖状低密度ポリエチレンなどの石油化学製品の製造も行っている。また、風力発電や太陽光発電も行っている。同社は1984年に設立され、インドのニューデリーに本社を置いている。もっと見るGAIL (India) Limited 基礎のまとめGAIL (India) の収益と売上を時価総額と比較するとどうか。532155 基礎統計学時価総額₹1.10t収益（TTM）₹75.82b売上高(TTM)₹1.42t14.5xPER（株価収益率0.8xP/Sレシオ532155 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計532155 損益計算書（TTM）収益₹1.42t売上原価₹1.17t売上総利益₹242.02bその他の費用₹166.19b収益₹75.82b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）11.53グロス・マージン17.09%純利益率5.35%有利子負債／自己資本比率22.4%532155 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.3%現在の配当利回り48%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/10 12:22終値2026/06/10 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋GAIL (India) Limited 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。54 アナリスト機関Siddharth Chauhan360 ONE Capital Market Private LimitedVivekanand SubbaramanAmbit Capitalnull nullAntique Stockbroking Ltd.51 その他のアナリストを表示
Reported Earnings • May 22Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹11.53 (down from ₹18.93 in FY 2025). Revenue: ₹1.42t (flat on FY 2025). Net income: ₹75.8b (down 39% from FY 2025). Profit margin: 5.4% (down from 8.8% in FY 2025). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 1.9% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year.
お知らせ • May 11GAIL (India) Limited to Report Q4, 2026 Results on May 21, 2026GAIL (India) Limited announced that they will report Q4, 2026 results on May 21, 2026
お知らせ • Mar 11Gail (India) Limited Appoints Rohit Mathur, Government Nominee Director, Effective from March 9, 2026GAIL (India) Limited announced the appointment Of Rohit Mathur, Joint Secretary, Ministry of Petroleum & Natural Gas (MoP&NG) (DIN:08216731) on the Board as Government Nominee Director of the Company with effect from March 9, 2026 for a period of three years on co-terminus basis or until further orders, whichever is earlier. The Company is taking necessary action to complete the appointment formalities and requisite disclosures in this regard will be submitted in due course.
Buy Or Sell Opportunity • Mar 09Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to ₹149. The fair value is estimated to be ₹191, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
Declared Dividend • Feb 04Dividend of ₹5.00 announcedShareholders will receive a dividend of ₹5.00. Ex-date: 5th February 2026 Payment date: 2nd March 2026 Dividend yield will be 3.6%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (118% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Feb 03Price target increased by 14% to ₹235Up from ₹206, the current price target is an average from 31 analysts. New target price is 44% above last closing price of ₹163. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of ₹11.59 for next year compared to ₹18.93 last year.
Reported Earnings • May 22Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹11.53 (down from ₹18.93 in FY 2025). Revenue: ₹1.42t (flat on FY 2025). Net income: ₹75.8b (down 39% from FY 2025). Profit margin: 5.4% (down from 8.8% in FY 2025). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 1.9% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year.
お知らせ • May 11GAIL (India) Limited to Report Q4, 2026 Results on May 21, 2026GAIL (India) Limited announced that they will report Q4, 2026 results on May 21, 2026
お知らせ • Mar 11Gail (India) Limited Appoints Rohit Mathur, Government Nominee Director, Effective from March 9, 2026GAIL (India) Limited announced the appointment Of Rohit Mathur, Joint Secretary, Ministry of Petroleum & Natural Gas (MoP&NG) (DIN:08216731) on the Board as Government Nominee Director of the Company with effect from March 9, 2026 for a period of three years on co-terminus basis or until further orders, whichever is earlier. The Company is taking necessary action to complete the appointment formalities and requisite disclosures in this regard will be submitted in due course.
Buy Or Sell Opportunity • Mar 09Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to ₹149. The fair value is estimated to be ₹191, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
Declared Dividend • Feb 04Dividend of ₹5.00 announcedShareholders will receive a dividend of ₹5.00. Ex-date: 5th February 2026 Payment date: 2nd March 2026 Dividend yield will be 3.6%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (118% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Feb 03Price target increased by 14% to ₹235Up from ₹206, the current price target is an average from 31 analysts. New target price is 44% above last closing price of ₹163. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of ₹11.59 for next year compared to ₹18.93 last year.
New Risk • Feb 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.0% Last year net profit margin: 9.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.0% net profit margin).
Reported Earnings • Feb 01Third quarter 2026 earnings released: EPS: ₹2.67 (vs ₹6.21 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.67 (down from ₹6.21 in 3Q 2025). Revenue: ₹351.7b (down 4.5% from 3Q 2025). Net income: ₹17.6b (down 57% from 3Q 2025). Profit margin: 5.0% (down from 11% in 3Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 1.4% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Jan 23GAIL (India) Limited to Report Q3, 2026 Results on Jan 31, 2026GAIL (India) Limited announced that they will report Q3, 2026 results on Jan 31, 2026
お知らせ • Nov 22GAIL (India) Limited Announces Cessation of Gail (India) Limited as Director, Effective November 22, 2025GAIL (India) Limited announced that pursuant to Ministry of Petroleum & Natural Gas letter No. A-22012/1/2018-Estt-PNG; E-25372 dated November 20, 2025, Ms. c, Government Nominee Director (DIN 09831741), ceases to be Director of the Company with effect from November 22, 2025.
Reported Earnings • Nov 02Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹3.00 (down from ₹4.10 in 2Q 2025). Revenue: ₹355.4b (up 4.9% from 2Q 2025). Net income: ₹19.7b (down 27% from 2Q 2025). Profit margin: 5.6% (down from 7.9% in 2Q 2025). Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 24GAIL (India) Limited to Report Q2, 2026 Results on Oct 31, 2025GAIL (India) Limited announced that they will report Q2, 2026 results at 12:08 PM, Indian Standard Time on Oct 31, 2025
お知らせ • Aug 29Gail (India) Limited Approves Final Dividend for the Financial Year 2024-25GAIL (India) Limited at its AGM held on August 29, 2025 approved to declare final dividend for the Financial Year 2024-25 @ 10.00% INR 1.00/- per equity share) on the paid-up equity share capital of the Company.
Reported Earnings • Jul 29First quarter 2026 earnings released: EPS: ₹3.60 (vs ₹4.84 in 1Q 2025)First quarter 2026 results: EPS: ₹3.60 (down from ₹4.84 in 1Q 2025). Revenue: ₹353.1b (up 1.6% from 1Q 2025). Net income: ₹23.7b (down 26% from 1Q 2025). Profit margin: 6.7% (down from 9.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.6% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 28Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 04 August 2025. Payment date: 28 September 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (2.5%).
お知らせ • Jul 22GAIL (India) Limited, Annual General Meeting, Aug 29, 2025GAIL (India) Limited, Annual General Meeting, Aug 29, 2025, at 11:30 Indian Standard Time.
お知らせ • Jul 21GAIL (India) Limited to Report Q1, 2026 Results on Jul 28, 2025GAIL (India) Limited announced that they will report Q1, 2026 results on Jul 28, 2025
New Risk • Jul 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.7% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • May 14Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹18.93 (up from ₹15.06 in FY 2024). Revenue: ₹1.42t (up 6.5% from FY 2024). Net income: ₹124.5b (up 26% from FY 2024). Profit margin: 8.8% (up from 7.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 4.9%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 2.7% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 06GAIL (India) Limited to Report Q4, 2025 Results on May 13, 2025GAIL (India) Limited announced that they will report Q4, 2025 results on May 13, 2025
お知らせ • Mar 28Gail (India) Limited Announces Appointment of Shri Yajurvendra Anil Mahajan as Non-Official Independent Directors, Effective 28 March 2025GAIL (India) Limited announced appointments Committee of the Cabinet (A.CC) has approved the appointment of Shri Yajurvendra Anil Mahajan as Non-Official Independent Directors on the Board of Directors of the Company for a period of one year with effect from 28 March 2025 or until further orders.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹181, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Gas Utilities industry in India. Total returns to shareholders of 100% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹187 per share.
Price Target Changed • Feb 04Price target decreased by 7.2% to ₹215Down from ₹232, the current price target is an average from 32 analysts. New target price is 21% above last closing price of ₹178. Stock is down 1.9% over the past year. The company is forecast to post earnings per share of ₹15.19 for next year compared to ₹15.06 last year.
Declared Dividend • Feb 01Dividend increased to ₹6.50Dividend of ₹6.50 is 18% higher than last year. Ex-date: 7th February 2025 Payment date: 1st March 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but not covered by cash flows (110% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.9% over the next 2 years. However, it would need to fall by 62% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: ₹6.21 (vs ₹4.86 in 3Q 2024)Third quarter 2025 results: EPS: ₹6.21 (up from ₹4.86 in 3Q 2024). Revenue: ₹368.3b (up 6.2% from 3Q 2024). Net income: ₹40.8b (up 28% from 3Q 2024). Profit margin: 11% (up from 9.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.2% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
お知らせ • Jan 23GAIL (India) Limited to Report Q3, 2025 Results on Jan 30, 2025GAIL (India) Limited announced that they will report Q3, 2025 results on Jan 30, 2025
Buy Or Sell Opportunity • Jan 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to ₹172. The fair value is estimated to be ₹218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 6.2%. Revenue is forecast to grow by 7.6% in 2 years. Earnings are forecast to decline by 1.9% in the next 2 years.
Reported Earnings • Nov 07Second quarter 2025 earnings released: EPS: ₹4.10 (vs ₹3.72 in 2Q 2024)Second quarter 2025 results: EPS: ₹4.10 (up from ₹3.72 in 2Q 2024). Revenue: ₹338.9b (up 2.7% from 2Q 2024). Net income: ₹26.9b (up 10% from 2Q 2024). Profit margin: 7.9% (up from 7.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.8% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Nov 06Now 23% overvaluedOver the last 90 days, the stock has fallen 8.1% to ₹209. The fair value is estimated to be ₹170, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has declined by 7.3%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to decline by 1.7% in the next 2 years.
お知らせ • Oct 29GAIL (India) Limited to Report Q2, 2025 Results on Nov 05, 2024GAIL (India) Limited announced that they will report Q2, 2025 results on Nov 05, 2024
New Risk • Oct 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 42x cash flows per share).
Price Target Changed • Aug 03Price target increased by 9.1% to ₹227Up from ₹208, the current price target is an average from 32 analysts. New target price is approximately in line with last closing price of ₹237. Stock is up 106% over the past year. The company is forecast to post earnings per share of ₹15.78 for next year compared to ₹15.06 last year.
お知らせ • Aug 01GAIL (India) Limited, Annual General Meeting, Aug 28, 2024GAIL (India) Limited, Annual General Meeting, Aug 28, 2024, at 11:30 Indian Standard Time.
Reported Earnings • Jul 31First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: ₹4.84 (up from ₹2.73 in 1Q 2024). Revenue: ₹350.4b (up 6.9% from 1Q 2024). Net income: ₹31.8b (up 78% from 1Q 2024). Profit margin: 9.1% (up from 5.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 54%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.2% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
お知らせ • Jul 23GAIL (India) Limited to Report Q1, 2025 Results on Jul 30, 2024GAIL (India) Limited announced that they will report Q1, 2025 results on Jul 30, 2024
New Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 42x cash flows per share). Share price has been volatile over the past 3 months (8.0% average weekly change).
Reported Earnings • May 17Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₹15.06 (up from ₹8.52 in FY 2023). Revenue: ₹1.35t (down 7.7% from FY 2023). Net income: ₹99.0b (up 76% from FY 2023). Profit margin: 7.4% (up from 3.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.0%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.9% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
お知らせ • May 10GAIL (India) Limited to Report Q4, 2024 Results on May 16, 2024GAIL (India) Limited announced that they will report Q4, 2024 results at 12:08 PM, Indian Standard Time on May 16, 2024
Buy Or Sell Opportunity • Apr 03Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ₹189. The fair value is estimated to be ₹156, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has declined by 8.7%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.
Buy Or Sell Opportunity • Feb 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to ₹178. The fair value is estimated to be ₹147, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has declined by 8.7%. Revenue is forecast to grow by 6.3% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.
Price Target Changed • Jan 30Price target increased by 13% to ₹171Up from ₹151, the current price target is an average from 30 analysts. New target price is approximately in line with last closing price of ₹172. Stock is up 81% over the past year. The company is forecast to post earnings per share of ₹14.01 for next year compared to ₹8.52 last year.
お知らせ • Jan 30GAIL (India) Limited Declares Interim Dividend for the Fiscal Year 2024GAIL (India) Limited declared an interim dividend of 55% for the fiscal year 2024, that is INR 5.50 per equity share.
Reported Earnings • Jan 30Third quarter 2024 earnings released: EPS: ₹4.86 (vs ₹0.63 in 3Q 2023)Third quarter 2024 results: EPS: ₹4.86 (up from ₹0.63 in 3Q 2023). Revenue: ₹351.8b (down 2.0% from 3Q 2023). Net income: ₹31.9b (up ₹27.8b from 3Q 2023). Profit margin: 9.1% (up from 1.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.8% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
お知らせ • Jan 19GAIL (India) Limited to Report Q3, 2024 Results on Jan 29, 2024GAIL (India) Limited announced that they will report Q3, 2024 results on Jan 29, 2024
お知らせ • Nov 29GAIL (India) Limited Appoints Rajeev Kumar Singhal as Director (Business Development)This is to inform that a letter bearing no. CA-31022/5/2021-PNG (40321) dated- November 28, 2023 has been received from the Ministry of Petroleum and Natural Gas, Government of India (MoP&NG) nominating Shri Rajeev Kumar Singhal, Executive Director, GAIL (?India)? Limited as Director (Business Development) with effect from the date of his assumption of charge of the post till the date of his superannuation i.e. November 29, 2028, or until further orders, whichever is the earlier.
お知らせ • Nov 01M V Iyer Ceased to be Director of GAIL (India) LimitedGAIL (India) Limited announced that Shri M V Iyer, Director (Business Development) ceased to be Director of the Company w,e.f November 1, 2023 consequent upon his superannuation on October 31, 2023 from the services of GAIL. Further, Ministry of Petroleum & Natural Gas vide its Letter No. CA-31022/2/2023-PNG (47901) dated 31.10.2023 entrusted the additional charge of the post of Director (Business Development) to Shri Sanjay Kumar, Director (Marketing) for a period of three months from 01, 11.2023 or till the appointment of a regular incumbent to the post or until further orders, whichever is the earliest.
Reported Earnings • Nov 01Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: ₹3.72 (up from ₹2.00 in 2Q 2023). Revenue: ₹332.6b (down 14% from 2Q 2023). Net income: ₹24.4b (up 86% from 2Q 2023). Profit margin: 7.3% (up from 3.4% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 27%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.5% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
お知らせ • Oct 26Gail (India) Limited Announces Change in DirectorateGAIL (India) Limited announced the appointment of Shri Asheesh Joshi, Joint Secretary, MoP&NG, in place of Shri Praveen M. Khanooja, Additional Secretary, MoP&NG as a Government Nominee Director w.e.f. 18 October 2023 on GAIL's Board is as under: Shri Asheesh Joshi is an IAS Officer of 2006 batch belonging to Uttarakhand Cadre. He was Secretary (Additional Charge) of Drinking Water & Sanitation Department, Govt. of Uttarakhand prior to his posting in the Ministry of Petroleum and Natural Gas. He possesses rich experience of holding the position of District Magistrate and working at Senior Position in various Departments such as Housing, Home, Agriculture, Finance, Land Revenue, Planning, Energy, Tourism and Rural Development in the Govt. of Uttarakhand.
お知らせ • Oct 21GAIL (India) Limited to Report Q2, 2024 Results on Oct 31, 2023GAIL (India) Limited announced that they will report Q2, 2024 results on Oct 31, 2023
Price Target Changed • Aug 03Price target increased by 7.1% to ₹129Up from ₹121, the current price target is an average from 30 analysts. New target price is 12% above last closing price of ₹116. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹12.11 for next year compared to ₹8.52 last year.
Reported Earnings • Jul 29Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₹8.52 (down from ₹18.40 in FY 2022). Revenue: ₹1.46t (up 57% from FY 2022). Net income: ₹56.2b (down 54% from FY 2022). Profit margin: 3.9% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 31%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is expected to fall by 4.3% p.a. on average during the next 3 years compared to a 10% decline forecast for the Gas Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 25+ 1 more updateGAIL (India) Limited, Annual General Meeting, Aug 23, 2023GAIL (India) Limited, Annual General Meeting, Aug 23, 2023, at 11:30 Indian Standard Time.
お知らせ • Jun 14Gail (India) Limited Announces Appointment of Shri Sanjay Kumar as Director (Marketing) on the Board of DirectorsGAIL (India) Limited announced regarding nomination of Shri Sanjay Kumar, Executive Director (Marketing), GAIL as Director (Marketing) on the Board of Directors of the Company with effect from the date of his assumption of charge of the post till the date of his superannuation i.e. June 30, 2027, or until further orders, whichever is the earlier Shri Sanjay Kumar is a graduate in Mechanical Engineering from IIT Kharagpur. He also holds a Master of Business Administration (MBA) degree. He joined GAIL in the year 1988 and over the next 3 decades has worked in various roles across domains experience has enabled him to gain deep insight on all aspects of the gas and LNG value chain. Shri Sanjay Kumar played important role in developing GAIL's overseas LNG trading subsidiary GAIL Global (Singapore) Pte. Ltd. into a standalone entity that is now well established in the global LNG business. In GAIL, Shri Sanjay Kumar was responsible for overseeing GAIL's Gas Marketing and Transmission business. Presently, he is the Managing Director of Indraprastha Gas Limited (IGL), the largest CNG distribution company of India.
お知らせ • Jun 03GAIL (India) Limited (NSEI:GAIL) Completed the acquisition of JBF Petrochemicals Limited.GAIL (India) Limited (NSEI:GAIL) agreed to acquire JBF Petrochemicals Limited on October 18, 2022. GAIL participated in the process of Request for Resolution plan for JBF Petrochemicals in the Corporate Insolvency Resolution Process (CIRP) under the Insolvency and Bankruptcy Code 2016 (IBC). The transaction was approved by committee of creditors. GAIL (India) Limited (NSEI:GAIL) Completed the acquisition of JBF Petrochemicals Limited on June 1, 2023.
Reported Earnings • May 19Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₹8.52 (down from ₹18.40 in FY 2022). Revenue: ₹1.47t (up 59% from FY 2022). Net income: ₹56.2b (down 54% from FY 2022). Profit margin: 3.8% (down from 13% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 31%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is expected to decline by 17% p.a. on average during the next 2 years, while revenues in the Gas Utilities industry in Asia are expected to grow by 4.0%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 17Gail (India) Limited Announces Board AppointmentsShri Praveen Mal Khanooja, Additional Secretary, MoP&NG and Shri Kushagra Mittal, Deputy Secretary, MoP&NG are nominated as Government Nominee Directors on the Board of Directors of GAIL (India) Limited with effect from May 16, 2023. for a period of three years on co-terminus basis or until further orders, whichever is earlier.
お知らせ • May 11GAIL (India) Limited to Report Q4, 2023 Results on May 18, 2023GAIL (India) Limited announced that they will report Q4, 2023 results on May 18, 2023
お知らせ • Feb 18GAIL Eyeing Stake in LNG Plant, Long-Term Deals in USGAIL (India) Limited (NSEI:GAIL) is seeking a stake in a liquefied natural gas (LNG) export terminal in the US along with a long-term supply of one million tonnes per annum of LNG, according to the expression of interest document issued by the company. The company is exploring the opportunity to acquire up to 26% equity in an existing LNG liquefaction plant or a project that will be commissioned latest by 2027. It is also seeking to source 1 million tonnes per annum of LNG from the US plant on a free-on-board basis for 15 years, starting tentatively from the last quarter of 2026. The purchase contract can be extended by another 5 or 10 years. US LNG terminal operators or project developers can submit their expression of interest by March 10, 2023.
お知らせ • Feb 10GAIL (India) Limited Appoints Shri Roshan Lal Arya as Non-Official Independent DirectorGAIL (India) Limited appointed Shri Roshan Lal Arya as Non-Official Independent Director on the Board of the company for a period of three years with effect from the date of the notification of his appointment, or until further order, whichever is earlier.
Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: ₹0.63 (vs ₹5.67 in 3Q 2022)Third quarter 2023 results: EPS: ₹0.63 (down from ₹5.67 in 3Q 2022). Revenue: ₹363.9b (up 39% from 3Q 2022). Net income: ₹4.14b (down 89% from 3Q 2022). Profit margin: 1.1% (down from 14% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.7% p.a. on average during the next 3 years, while revenues in the Gas Utilities industry in Asia are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 24GAIL (India) Limited to Report Q3, 2023 Results on Jan 30, 2023GAIL (India) Limited announced that they will report Q3, 2023 results at 12:08 PM, Indian Standard Time on Jan 30, 2023
Board Change • Nov 16High number of new and inexperienced directorsThere are 12 new directors who have joined the board in the last 3 years. The company's board is composed of: 12 new directors. No experienced directors. No highly experienced directors. Director of Business Development & Director of Marketing Mahesh Vishwanathan Iyer is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 05Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: ₹2.00 (down from ₹4.33 in 2Q 2022). Revenue: ₹389.7b (up 79% from 2Q 2022). Net income: ₹13.2b (down 54% from 2Q 2022). Profit margin: 3.4% (down from 13% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 21%. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is expected to decline by 1.6% p.a. on average during the next 3 years, while revenues in the Gas Utilities industry in Asia are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Sep 22Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₹111, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 2.5% in 2 years. Earnings is forecast to decline by 33% in the next 2 years.
Buying Opportunity • Aug 22Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be ₹166, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to decline by 33% in the next 2 years.
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: ₹7.34 (vs ₹4.81 in 1Q 2022)First quarter 2023 results: EPS: ₹7.34 (up from ₹4.81 in 1Q 2022). Revenue: ₹379.0b (up 116% from 1Q 2022). Net income: ₹32.5b (up 52% from 1Q 2022). Profit margin: 8.6% (down from 12% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 14% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 25Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 01 August 2022. Payment date: 25 September 2022. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 7.1%. Within top quartile of Indian dividend payers (1.7%). Higher than average of industry peers (1.2%).
Reported Earnings • May 30Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: ₹27.60 (up from ₹13.61 in FY 2021). Revenue: ₹927.7b (up 62% from FY 2021). Net income: ₹122.6b (up 100% from FY 2021). Profit margin: 13% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.8%. Over the next year, revenue is forecast to grow 10%, compared to a 14% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Board Change • Apr 27High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. Chairman, MD, Director of Projects & Director of Human Resources Manoj Jain is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 23% share price gain to ₹159, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Gas Utilities industry in Asia. Total returns to shareholders of 5.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹181 per share.
Buying Opportunity • Feb 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.4%. The fair value is estimated to be ₹173, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% per annum over the last 3 years. Earnings per share has grown by 16% per annum over the last 3 years.
Reported Earnings • Feb 08Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: ₹8.51 (up from ₹4.18 in 3Q 2021). Revenue: ₹266.0b (up 70% from 3Q 2021). Net income: ₹37.8b (up 101% from 3Q 2021). Profit margin: 14% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) exceeded analyst estimates by 45%. Over the next year, revenue is forecast to grow 13%, compared to a 13% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Board Change • Jan 01High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. Chairman, MD, Director of Projects & Director of Human Resources Manoj Jain is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Executive Departure • Dec 02Director of Finance, CFO & Director Anjani Tiwari has left the companyOn the 1st of December, Anjani Tiwari's tenure as Director of Finance, CFO & Director ended after 3.0 years in the role. As of September 2021, Anjani still personally held only 586.00 shares (₹93k worth at the time). A total of 5 executives have left over the last 12 months. The current median tenure of the management team is 1.63 years, which is considered inexperienced in the Simply Wall St Risk Model.
Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS ₹6.49 (vs ₹2.47 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹217.6b (up 58% from 2Q 2021). Net income: ₹28.8b (up 159% from 2Q 2021). Profit margin: 13% (up from 8.1% in 2Q 2021). The increase in margin was driven by higher revenue.
Executive Departure • Aug 07Part-time Non-official Independent Director Banto Kataria has left the companyOn the 6th of August, Banto Kataria's tenure as Part-time Non-official Independent Director ended after 3.0 years in the role. We don't have any record of a personal shareholding under Banto's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.67 years.
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS ₹4.81 (vs ₹1.45 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹177.0b (up 45% from 1Q 2021). Net income: ₹21.4b (up 227% from 1Q 2021). Profit margin: 12% (up from 5.4% in 1Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • Jun 11Full year 2021 earnings released: EPS ₹13.61 (vs ₹20.89 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹573.7b (down 21% from FY 2020). Net income: ₹61.4b (down 35% from FY 2020). Profit margin: 11% (down from 13% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Price Target Changed • Jun 11Price target increased to ₹178Up from ₹164, the current price target is an average from 7 analysts. New target price is 8.9% above last closing price of ₹164. Stock is up 70% over the past year.
Executive Departure • Jun 09Part-Time Government Nominee Director Ashish Chatterjee has left the companyOn the 1st of June, Ashish Chatterjee's tenure as Part-Time Government Nominee Director ended after 4.4 years in the role. We don't have any record of a personal shareholding under Ashish's name. A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.50 years.
Executive Departure • Apr 02Director of Human Resources & Whole-Time Director has left the companyOn the 1st of April, Prafulla Gupta's tenure in the role of Director of Human Resources & Whole-Time Director ended. We don't have any record of a personal shareholding under Prafulla's name. A total of 3 executives have left over the last 12 months.
Is New 90 Day High Low • Feb 20New 90-day high: ₹145The company is up 49% from its price of ₹97.45 on 21 November 2020. The Indian market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Gas Utilities industry, which is up 41% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹91.91 per share.
