Gas Transmission/Marketing industry
Q1FY271 earlier
3 companies · ₹1.3 L cr · 1 with AI deep dives · Q1FY27 report
Exhibit 3Structure
₹1.3 L crGAIL (India) Ltd is 87.8% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.
large 1mid 1micro 12 above ₹500 cr
Exhibit 5Coverage (3 of 3)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
Exhibit 6What managements said
from Gas earnings calls · as of 2026-06-30headwindWest Asia crisis driving sharp gas procurement cost spike across the sector5 managements
Strait of Hormuz disruption and Qatar force majeure created a structural gas cost shock. ATGL's cost of natural gas rose 39% YoY as Brent moved above $107/barrel. MGL's blended…
- ATGL (Q1FY27): “Higher gas cost due to continued West Asia crisis, and increase in APM gas price ceiling…”
tailwind5 managementsheadwind4 managementstailwind4 managementsheadwind3 managementsmixed4 managements
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Exhibit 7Outlook
The outlook and what resolves next quarter
Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.
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