View ValuationGAIL (India) 향후 성장Future 기준 점검 1/6GAIL (India) (는) 각각 연간 11.6% 및 5.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.3% 로 예상됩니다.핵심 정보11.6%이익 성장률11.71%EPS 성장률Gas Utilities 이익 성장9.4%매출 성장률5.6%향후 자기자본이익률11.34%애널리스트 커버리지Good마지막 업데이트21 May 2026최근 향후 성장 업데이트Price 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.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.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.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.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.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.모든 업데이트 보기Recent updatesReported Earnings • 16hFull 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.공시 • 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, 2026공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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, 2025공시 • 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%).공시 • Jul 22GAIL (India) Limited, Annual General Meeting, Aug 29, 2025GAIL (India) Limited, Annual General Meeting, Aug 29, 2025, at 11:30 Indian Standard Time.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2023공시 • 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.공시 • 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.공시 • 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.이익 및 매출 성장 예측BSE:532155 - 애널리스트 향후 추정치 및 과거 재무 데이터 (INR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20291,725,000136,000N/A187,00013/31/20281,587,62596,28566,439142,711203/31/20271,539,22888,38756,054122,000183/31/20261,415,97775,82524,424112,487N/A12/31/20251,424,63385,895N/AN/AN/A9/30/20251,441,246109,14961,068136,890N/A6/30/20251,424,764116,361N/AN/AN/A3/31/20251,419,035124,49878,053157,350N/A12/31/20241,382,177124,268N/AN/AN/A9/30/20241,360,808115,39838,937112,769N/A6/30/20241,351,776112,903N/AN/AN/A3/31/20241,332,28598,992846125,857N/A12/31/20231,336,78880,647N/AN/AN/A9/30/20231,348,65552,838-15,994126,605N/A6/30/20231,405,60141,549N/AN/AN/A3/31/20231,456,68356,160-56,25932,047N/A12/31/20221,397,56984,361N/AN/AN/A9/30/20221,300,175118,031-7,62469,305N/A6/30/20221,130,952133,713N/AN/AN/A3/31/2022927,698122,56124,48694,199N/A12/31/2021812,125112,885N/AN/AN/A9/30/2021707,25893,91311,70480,384N/A6/30/2021627,69276,198N/AN/AN/A3/31/2021573,71961,36432,96289,934N/A12/31/2020595,56883,781N/AN/AN/A9/30/2020617,76085,191-82079,952N/A6/30/2020662,15185,744N/AN/AN/A3/31/2020725,17794,221-9,17683,454N/A12/31/2019736,51162,157N/AN/AN/A9/30/2019759,85959,860N/A87,970N/A6/30/2019770,93366,061N/AN/AN/A3/31/2019761,89965,457N/A79,842N/A3/31/2018544,96447,944N/A87,687N/A3/31/2017485,51733,689N/A60,243N/A3/31/2016520,52518,692N/A39,604N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 532155 의 연간 예상 수익 증가율(11.6%)이 saving rate(6.9%)보다 높습니다.수익 vs 시장: 532155 의 연간 수익(11.6%)이 Indian 시장(16.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 532155 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 532155 의 수익(연간 5.6%)이 Indian 시장(연간 10.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 532155 의 수익(연간 5.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 532155의 자본 수익률은 3년 후 11.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YUtilities 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 04:25종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스GAIL (India) Limited는 53명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Siddharth Chauhan360 ONE Capital Market Private LimitedVivekanand SubbaramanAmbit Capitalnull nullAntique Stockbroking Ltd.50명의 분석가 더 보기
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.
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.
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.
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.
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.
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.
Reported Earnings • 16hFull 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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%).
공시 • Jul 22GAIL (India) Limited, Annual General Meeting, Aug 29, 2025GAIL (India) Limited, Annual General Meeting, Aug 29, 2025, at 11:30 Indian Standard Time.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.