Gas Transmission/Marketing industry

2 companies · ₹1.1 L cr · 1 with AI deep dives · Q1FY27 report

Exhibit 3Structure

₹1.1 L cr

GAIL (India) Ltd is 100% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.

large 1micro 11 above ₹500 cr

Exhibit 5Coverage (2 of 2)

Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.

Company	Mcap	P/E	EV/EBITDA	ROCE	Margin	Rev YoY	Read
GAIL (India) Ltd	₹1.1 L cr	11.2x	10.0x	9.7%	8.1%	+16.7%	Unlock
Indifra Ltd	₹8 cr	-	82.7x	0.2%	-1.8%	+582.5%

GAIL (India) Ltd

Mcap: ₹1.1 L cr
P/E: 11.2x
EV/EBITDA: 10.0x
ROCE: 9.7%
Margin: 8.1%
Rev YoY: +16.7%

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Indifra Ltd

Mcap: ₹8 cr
P/E: -
EV/EBITDA: 82.7x
ROCE: 0.2%

Exhibit 6What managements said

from Gas earnings calls · as of 2026-06-30

headwindWest 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 managements headwind4 managements

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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AppendixThe other 0 companies

1-0

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