Any current/future capex/capital investment/strategic investment?

Adani Total Gas Limited is aggressively expanding its infrastructure, including: - Laying an average of 3 kilometers of pipeline daily, despite challenges like rain. - Building 1 CNG station every week. - Connecting 2 new businesses daily. The company focuses on long-term infrastructure development rather than short-term returns. Expansion includes adding new geographical areas, with 34 GAs directly serviced and 19 through JV. New CGD infrastructure capex is ongoing to widen consumer base and increase volume yield on existing pipelines. The strategic approach emphasizes supply-driven exp

Future growth expectations in sales/revenue/volumes?

Adani Total Gas Limited expects to sustain the same revenue growth in FY 2026-27 as achieved in FY 2025-26, with possibly higher growth from new geographical areas compared to existing ones. EBITDA growth is anticipated to be in line with volume growth, targeting approximately INR 1,500 crores in EBITDA for FY 2026-27. The company is focused on aggressive infrastructure expansion, including adding more CNG stations and PNG connections, which will drive volume growth. Daily additions include about 400+ home connections, 2 new business connections, and weekly addition of 1 CNG station with

Future growth expectations in earnings/operating earnings/profits/EPS?

The company expects to maintain the same revenue growth in FY 2026-27 as achieved in FY 2025-26, potentially higher in newer geographical areas compared to existing ones. EBITDA is projected to grow in line with volume growth, targeting around INR 1,500 crores for FY 2026-27. Profitability will follow the volume increase supported by robust execution and expansion. Long-term focus on infrastructure build-out designed for generation of sustainable returns, improving yield on existing pipeline assets over time. Conservative pricing approach prioritizes consumer affordability to expand th

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Adani Total Gas LtdQ1 FY27Gas

Adani Total Gas Ltd Q1 FY27 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹660P/E: 119.5Market Cap: ₹72.6K CrSector: Gas

Management growth scorecard

Revenue

N/A

Margin

N/A

Fundraise

N/A

Order

N/A

Capex

N/A

0 of 0 growth signals are positive — mixed outlook.

Full analysis

Revenue guidance

→Adani Total Gas Limited expects to sustain the same revenue growth in FY 2026-27 as achieved in FY 2025-26, with possibly higher growth from new geographical areas compared to existing ones.
→EBITDA growth is anticipated to be in line with volume growth, targeting approximately INR 1,500 crores in EBITDA for FY 2026-27.
→The company is focused on aggressive infrastructure expansion, including adding more CNG stations and PNG connections, which will drive volume growth.
→Daily additions include about 400+ home connections, 2 new business connections, and weekly addition of 1 CNG station with laying approximately 3 kilometers of pipeline per day.
→Long-term volume growth is supported by expanding geographic footprints, customer additions, and government support prioritizing gas supply to key sectors.
→The strategy is to prioritize consumer base growth first, ensuring sustainable profitability over the long term by enhancing yield from existing infrastructure.

Margin guidance

→The company expects to maintain the same revenue growth in FY 2026-27 as achieved in FY 2025-26, potentially higher in newer geographical areas compared to existing ones.
→EBITDA is projected to grow in line with volume growth, targeting around INR 1,500 crores for FY 2026-27.
→Profitability will follow the volume increase supported by robust execution and expansion.
→Long-term focus on infrastructure build-out designed for generation of sustainable returns, improving yield on existing pipeline assets over time.
→Conservative pricing approach prioritizes consumer affordability to expand their customer base, which supports steady profit growth.
→Expansion into new geographical areas and continuous network growth underpins expectations for rising profitability over time.
→Overall, returns and profitability are expected to steadily improve with volume growth and operational efficiencies.

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Fundraise plans

The transcript does not mention any current or future plans for fundraising through debt or equity. Key points related to financial strategy include: - Focus on long-term infrastructure investments with robust returns and financial prudence. - Emphasis on operational excellence and digitalization to optimize costs rather than solely relying on price increases. - Strong balance sheet highlighted as part of strategic positioning to support expansion. - No explicit mention or guidance provided on raising funds via debt or equity in the call. Thus, based on the available transcript, there is no disclosed plan for new fundraising through debt or equity as of April 2026.

Order book

The transcript of Adani Total Gas Limited's Q4 FY '26 Earnings Call does not provide specific details about the current or expected order book or pending orders. The discussion mainly focuses on operational performance, gas sourcing, infrastructure expansion, customer additions, financial results, and future growth outlook. There is no mention of order book status or pending contract orders.

Capex plans

→Adani Total Gas Limited is aggressively expanding its infrastructure, including:
→ - Laying an average of 3 kilometers of pipeline daily, despite challenges like rain.
→ - Building 1 CNG station every week.
→ - Connecting 2 new businesses daily.
→The company focuses on long-term infrastructure development rather than short-term returns.
→Expansion includes adding new geographical areas, with 34 GAs directly serviced and 19 through JV.
→New CGD infrastructure capex is ongoing to widen consumer base and increase volume yield on existing pipelines.
→The strategic approach emphasizes supply-driven expansion to build consumer demand.
→The company plans to continue double-digit growth with robust EBITDA and maintain strong capital discipline.
→Financial prudency and appraisal processes ensure good returns over time, with incremental investments enhancing yields.
→The target is sustainable growth aligned with India's energy transition vision.

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