Gas industry
11 companies · ₹3.5 L cr · 5 with AI deep dives
5y revenue CAGR
median 19.66%(p25 15.26% · p75 27.41%)
5y avg ROCE
median 19.17%(p25 11.55% · p75 20.44%)
Debt / equity
median 0.22x(p25 0.11x · p75 0.38x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-03-31headwindWest Asia / Strait of Hormuz closure is a sector-wide supply shock of uncertain duration5 managements
All five managements flagged the Strait of Hormuz closure as a material supply-chain event. GAIL quantified the impact at ~87 MMTPA of LNG (~20% of global supply) and cited…
- GAIL (FY26): “During current crisis, Strait of Hormuz is closed effecting global LNG supply…”
headwind3 managements🔒headwind3 managements🔒tailwind3 managements🔒tailwind5 managements🔒tailwind2 managements🔒
5 more themes from this quarter's earnings calls are locked. A free account opens the full brief: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →
| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| GAIL (India) Ltd | ₹1.2 L cr | Unlock | capex coming onlineearnings quality strongcapex ahead of revenuecyclical peak base | |
| Adani Total Gas Ltd | ₹71,004 cr | Unlock | capex coming onlineearnings quality strongcapex intensity elevated | |
| Aegis Logistics Ltd | ₹44,572 cr | Unlock | latent operating leverageearnings quality strongcyclical peak base | |
| Petronet LNG Ltd | ₹41,903 cr | Unlock | latent operating leveragecapex coming onlineroce compounderearnings quality strong | |
| GUJARAT ENERGY LIMITED | ₹25,182 cr | Unlock | earnings quality strong | |
| Indraprastha Gas Ltd | ₹21,028 cr | Unlock | earnings quality strongnet cash | |
| Gujarat State Petronet Ltd | ₹15,674 cr | Unlock | earnings quality strong | |
| Mahanagar Gas Ltd | ₹10,649 cr | Unlock | earnings quality strongcapex intensity elevated | |
| Confidence Petroleum India Ltd | ₹2,598 cr | Unlock | earnings quality stronggross block efficient | |
| IRM Energy Ltd | ₹1,047 cr | Unlock | earnings quality strongnet cashcapex intensity elevated | |
| Indifra Ltd | ₹9 cr | Unlock | earnings quality weakcapex intensity elevatedgross block efficient |