GAIL (India) Limited has released the transcript of its earnings conference call for the first quarter of FY27, offering investors a written record of management’s discussion on the company’s unaudited financial results for the quarter ended June 30, 2026. The call took place on July 31, 2026, at 03:30 PM IST. This disclosure ensures that stakeholders have access to the specific details and strategic insights shared by management during the event, complementing the previously announced audio and video recordings.

The disclosure was issued on August 4, 2026, under reference number ND/GAIL/SECTT/2026. It serves as a continuation of a previous communication dated July 24, 2026. GAIL (India) Limited notified both the National Stock Exchange of India Limited and BSE Limited regarding the availability of the transcript link.

Regulatory Compliance

The release of the earnings call transcript is in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. This regulation mandates timely disclosure of material events to stock exchanges to ensure transparency and equal access to information for all stakeholders.

Key Details

Deepak Asija, Company Secretary of GAIL (India) Limited, signed the disclosure. Copies were also sent to Deutsche Bank AG, Filiale Mumbai, and Beacon Trusteeship Limited as part of the standard compliance process.

GAIL (India) Limited reported a standalone profit after tax (PAT) of ₹4,292 crore for the quarter ended June 30, 2026, marking a significant improvement from the ₹1,262 crore recorded in Q4FY26. The Maharatna company’s consolidated revenue from operations stood at ₹41,350 crore in Q1FY27, up from ₹35,705 crore in the previous quarter. These un-audited financial results were disclosed on July 31, 2026, pursuant to Regulation 52(4) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

The strong profitability was driven by resilient performance in natural gas transmission and liquid hydrocarbons, which offset lower volumes in gas marketing and polymers due to geopolitical headwinds. S. K. Sinha, Director (Finance) & CFO, signed off on the results, which were communicated to the National Stock Exchange of India Limited and BSE Limited. Deepak Asija, Company Secretary, issued the press release confirming the financials.

Key Financial Highlights

The following table summarizes the key standalone and consolidated figures reported by GAIL for Q1FY27:

*Consolidated PAT excludes minority interest.

Operational Context

GAIL continues to play a pivotal role in India’s energy security, managing a vast portfolio that includes LNG shipping, LNG terminals, petrochemicals, and city gas distribution. The company recorded a capital expenditure of ₹6,176 crore during Q1FY27, aligned with its annual planned capex of approximately ₹11,500 crore. This investment supports its long-term growth strategy across core infrastructure segments.

Operational Metrics

The sequential increase in natural gas transmission and liquid hydrocarbon production underscores the strength of GAIL's core infrastructure. However, external disruptions impacted other segments:

• Natural Gas Transmission: 122.36 MMSCMD vs. 118.99 MMSCMD in Q4FY26
• Gas Marketing Volume: 93.82 MMSCMD vs. 101.88 MMSCMD in Q4FY26
• LHC Production: 232 TMT vs. 194 TMT in Q4FY26
• Polymer Production: 51 TMT vs. 153 TMT in Q4FY26
• LPG Transmission: 1,077 TMT vs. 1,114 TMT in Q4FY26

What the Numbers Show

The surge in EBITDA from ₹2,175 crore to ₹6,948 crore on a standalone basis highlights efficient cost management and robust pricing realization in the energy sector. While gas marketing volumes declined, the resilience in transmission volumes and LHC production drove overall profitability. Investors should note that these are un-audited results; consolidated figures reflect the broader group performance including subsidiaries.