Whalesbook
Suno ek baat, yeh jo prices badh rahi hain na, uska reason hai global market. Middle East mein jo tensions chal rahi hain aur global oil prices $107 per barrel ke paas ghoom rahe hain (aur April mein toh $138 tak gaye the!), uski wajah se sabse zyada impact ho raha hai. Isliye, Mahanagar Gas Limited (MGL) ne Mumbai mein CNG ka rate Rs 2/kg badha kar Rs 84/kg kar diya hai, yeh May 14, 2026 se लागू hai. Aur bhai, Oil Marketing Companies (OMCs) ne bhi ₹3 per litre petrol aur diesel mehnga kar diya hai. Delhi mein ab petrol Rs 97.77 aur diesel Rs 90.67 per litre chal raha hai, yeh May 15, 2026 se hai.
Ab company numbers ki baat karte hain. MGL ka market cap toh lagbhag ₹10.57 trillion hai aur P/E ratio 12.5 chal raha hai. Lekin mazedaar baat yeh hai ki MGL ke competitors jaise Indraprastha Gas Limited (IGL) ne abhi apne rates nahi badhaye hain, Delhi mein unka CNG abhi bhi Rs 77.09/kg hai. Gujarat Gas ka P/E toh aur bhi zyada hai, lagbhag 21.8. Wahi, Indian Oil (IOCL), BPCL aur HPCL jaise OMCs ke P/E ratios kaafi kam hain, 4.45 se 8.54 tak. Ye sab dikhata hai ki market in companies ke profit ko lekar thoda confused hai, khas kar jab crude oil prices itne volatile hain.
Ab andar ki baat suno. Companies cost cutting kar rahi hain, par energy khareedne ka jo kharcha hai woh badh gaya hai, specially jab dollar bhi mehenga ho raha hai. MGL ke EBITDA margins bhi thoda gire the aur aage bhi pressure rehne ki ummeed hai. Axis Securities ne MGL ko 'BUY' rating diya hai aur target ₹1,325 rakha hai, par ye price hikes consumers ke liye tension hain aur business ke liye bhi operating cost badha sakte hain.