GAIL (India) Partnership

Earnings Call

GAIL (India) Earnings Call Transcript: Key Takeaways

GAIL shows resilience with robust transmission volumes despite higher global gas prices and ongoing Middle East disruptions.

Results Update

GAIL (India) Results Update

GAIL reported Q2 FY27 revenue from operations of ₹45,924 crore and PAT of ₹4,650 crore. H1 standalone PAT reached ₹8,943 crore versus ₹4,104 crore a year earlier.

Earnings Call

GAIL (India) Investor Presentation: Key Takeaways

H1 FY27 standalone: gross turnover ₹84,783 Cr, EBITDA ₹13,999 Cr, PAT ₹8,943 Cr; consolidated PAT ₹9,385 Cr. H1 capex ₹7,600 Cr.

Fund RaiseAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

GAIL (India) Fund Raise

GAIL Board approved in principle the IPO of subsidiary GAIL Gas Limited on Indian exchanges. GAIL will dilute its GGL equity up to 25%.

Merger & Restructuring

GAIL (India) Merger & Restructuring

GAIL board approved slump sale of six CGD areas to wholly-owned subsidiary GAIL Gas Ltd, effective January 2027. No transaction value disclosed.

Execution

Effective 01.01.2027

Business Update

GAIL (India) Business Update

GAIL revises Durgapur-Haldia and Dhamra-Haldia pipeline completion to March 2027 due to unavailability of hindrance-free fronts. No additional investment is required for either section.

PartnershipEPW India Ltd EPWINDIAAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

EPW India Partnership

EPW India signed an MoU with Spectrum Wireless and its group company DeNovo to procure and refurbish mobile phones and devices. No monetary value was disclosed.

PartnershipJain Irrigation Systems Ltd JISLJALEQSAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

Jain Irrigation Systems Partnership

JISL signed a carbon removal credit agreement with Supercritical Tech for up to 19,000 tonnes of biochar credits. Credits cover 2026 and 2027; consideration is undisclosed.

Execution

2026 and 2027

PartnershipOriental Aromatics Ltd OALAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

Oriental Aromatics Partnership

Oriental Aromatics entered a non-exclusive strategic, manufacturing and technical arrangement with Unilever Industries. No monetary consideration or specific contract value was disclosed.

PartnershipCG Power and Industrial Solutions Ltd CGPOWERAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

CG Power and Industrial Solutions Partnership

Axiro, a CG Power subsidiary, invests as lead investor and strategic partner in ThinSiC Inc. for SiC power semiconductor commercialisation.

PartnershipOnMobile Global Ltd ONMOBILEAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

OnMobile Global Partnership

OnMobile Global signed a three-year distribution deal with Savex Technologies for its ONMO+ Smart Console. No fixed deal value is disclosed, as consideration depends on purchase orders.

Execution

Three years from the Effective Date

PartnershipLloyds Metals & Energy Ltd LLOYDSMEAlfa AlertAn Alfa Alert is ALFA Finder's top-priority alert: filings that can move a stock, such as orders, fund raises and approvals, sent to subscribers on Telegram within seconds of reaching the exchange.

Lloyds Metals & Energy Partnership

Lloyds Metals and Energy executed a ₹29.66 Crore agreement with Amplus Green One Power for renewable power. The deal includes share subscription, shareholders and power purchase agreements.

Value

₹29.66 Cr