Whalesbook
IGL dikha raha hai dum, Systematix ko future mein growth ka pakka yakeen!
Global tensions aur gas sourcing ki mushkilon ke bawajood, Indraprastha Gas Ltd. (IGL) kaafi stable lag raha hai. Brokerage firm Systematix ne IGL par apni 'Buy' rating pakki rakhi hai aur future mein achhi financial growth predict kar rahe hain.
CNG Demand aur Price Hikes se hoga zabardast growth!
Systematix ka estimate hai ki FY26 se FY28 ke beech EBITDA mein 24% aur PAT mein 25% ki compound annual growth rate (CAGR) dekhne ko milegi. Yeh positive outlook Compressed Natural Gas (CNG) vehicles ki badhti hui registrations aur gas prices mein hone wale potential adjustments ke karan hai, jo company ke margins aur profitability ko badha sakte hain.
Delhi se bahar expansion de raha hai momentum!
Indraprastha Gas ka Delhi ke alawa doosre regions mein expansion kaafi tezi se ho raha hai. Ye naye areas 16% se bhi zyada ki speed se grow kar rahe hain, jise Systematix company ki long-term growth strategy ke liye ek bahut bada positive point maan rahe hain.
Q4 FY26 mein IGL ka performance
Fiscal year 2026 ke fourth quarter mein, Indraprastha Gas ne solid volume growth report kiya. Lekin, badhti hui gas costs aur operating expenses ke karan margins par thoda impact pada. Net revenue mein 5.5% year-on-year aur 2.6% sequentially growth dekhi gayi. CNG aur Piped Natural Gas (PNG) dono segments ne achha perform kiya. Total sales volumes 9.7 million metric standard cubic meters per day tak pahunch gaye. CNG volumes mein 5.5% year-on-year badhotari hui, jo 7.1 mmscmd tak pahunchi, mobility ke liye consistent demand ke karan. PNG volumes 5.9% year-on-year badh kar 2.62 mmscmd ho gaye, jisme domestic PNG volumes mein 13.5% year-on-year ki achhi increase dikhi. Industrial aur commercial PNG volumes 3.6% year-on-year badh kar 1.26 mmscmd rahe. EBITDA ₹420 crore raha, jo brokerage estimates se zyada hai aur 10.4% year-on-year increase dikha raha hai. Sequentially, EBITDA 15.5% gira, kyunki gas costs 3% badh gayi aur operating expenditures bhi zyada rahe. Adjusted EBITDA per standard cubic meter ₹4.8 raha, jo pichhle quarter se 16.1% kam hai lekin year-on-year 4.5% zyada hai.