GAIL Q4 Results: Net profit slips 6% YoY to Rs 2,049 crore, revenue up 10%; Rs 1 dividend announced

State-run gas utility GAIL (India) Ltd on May 13 reported a standalone net profit of Rs 2,049 crore for Q4 FY25, down 6 per cent from Rs 2,177 crore in the same period last year. The profit miss comes despite a robust 10.4 per cent year-on-year surge in revenue from operations, which came in at Rs 35,707 crore versus Rs 32,334 crore in Q4 FY24.

EBITDA jumps 13%, but profit slips on higher input costs

The company posted an EBITDA of Rs 3,216 crore for the March quarter, registering a 13.3 per cent rise over Rs 2,838 crore last year. However, higher input costs — especially a Rs 28,944 crore outgo on stock-in-trade purchases — drove total expenses up to Rs 33,573 crore, impacting profitability.

Profit before tax stood at Rs 2,701 crore.

Dividend sweetener: Rs 1 per share final payout

GAIL’s board approved a final dividend of Re 1 per share for FY25. This is in addition to previous payouts and reflects the company’s strong full-year performance.

FY25 performance at a glance: Net profit up 28%, revenue climbs 5%

For the full year ended March 31, 2025, GAIL reported:

• Net profit: Rs 11,312 crore, up from Rs 8,836 crore in FY24

• Revenue from operations: Rs 1,37,288 crore, up from Rs 1,30,638 crore in FY24

The stellar bottom-line growth was partly boosted by an exceptional income of Rs 2,440 crore in Q3 FY25, linked to a $285 million settlement from SEFE Marketing & Trading Singapore for non-supply of LNG cargoes.

Stock update and outlook

GAIL shares hovered around Rs 184 apiece on Tuesday and have risen about 2.7 per cent over the past month. Analysts remain optimistic on the company’s long-term prospects given rising gas demand, expanding pipeline infrastructure, and expected policy tailwinds.

Key triggers to watch

• Updates on LNG sourcing and global price trends

• Progress in gas trading reforms and city gas expansion

• Any further exceptional income or settlements impacting FY26 guidance

Despite a marginal dip in Q4 profit, GAIL’s robust revenue growth, rising EBITDA, and a record FY25 profit signal operational strength. A final dividend announcement and healthy full-year numbers could help support the stock amid margin headwinds.
 

Inputs from agencies