Branch² Intelligence
Natural gas companies are set to lose steam in Q1
Key takeaway
West Asia war disrupts LNG supply, raising gas procurement costs for GAIL, Petronet LNG, and city gas distributors.
- Step 1West Asia war disrupts LNG supply, reducing imports and raising spot LNG prices.
- Step 2GAIL and Petronet LNG face higher procurement costs and lower volumes, compressing Q1FY27 earnings.
- Step 3City gas distributors (e.g., Mahanagar Gas, Indraprastha Gas) absorb cost increases, pressuring margins and potentially raising end-user tariffs.
Source: LiveMint Markets
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