Natural Gas Transport: approx. 50% of revenue
Petrochemicals: approx. 20% of revenue
Liquefied Natural Gas (LNG) Trading: approx. 15% of revenue
Liquefied Petroleum Gas (LPG) Production and Distribution: approx. 10% of revenue
Other Services: approx. 5% of revenue

Top 3 Markets:

1. India: approx. 70%
2. Asia (excluding India): approx. 15%
3. Europe: approx. 10%

GAIL (India) Limited generates the majority of its revenue from natural gas transport, highlighting the company's central role in the Indian energy sector. The domestic market is the most significant revenue contributor, followed by other Asian markets and Europe. Diversification into petrochemicals and LNG trading demonstrates the strategic focus on high-growth segments.

Production sites of GAIL (India) Limited:

1. Pata, Uttar Pradesh
2. Vijaipur, Madhya Pradesh
3. Lakwa, Assam
4. Usar, Maharashtra

GAIL (India) Limited operates several production facilities in India, mainly focusing on natural gas processing and petrochemical production. The main production sites are located in Pata, Vijaipur, Lakwa, and Usar. These locations are strategically chosen to ensure the availability of raw materials and proximity to key markets.

Revenue Growth: Estimated at 8-10% annually (2025)

Investments in Renewable Energies: 20% of the investment budget

GAIL (India) Limited is pursuing a growth strategy that heavily emphasizes diversification and sustainability. The company plans to expand its presence in the renewable energy sector, particularly through investments in wind and solar energy projects. These investments account for approximately 20% of their investment budget, highlighting the importance of this sector for their future direction.

Additionally, GAIL is focusing on expanding its infrastructure for natural gas to meet the increasing demand in India. This includes the expansion of pipelines and increasing capacities for liquefied natural gas (LNG).

Through these measures, GAIL aims for an annual revenue growth of about 8-10%, with a focus on diversifying energy sources and adapting to more environmentally friendly technologies.

Natural Gas Imports: Mainly from Qatar, USA, Russia

Liquefied Natural Gas (LNG): Qatar, USA, Australia

GAIL (India) Limited is one of the largest natural gas processors and distributors in India. The company mainly imports natural gas and liquefied natural gas (LNG) to meet the country's increasing energy demand.

Qatar is one of the leading suppliers of LNG to India, as it has large reserves and a well-developed infrastructure for export. The USA and Australia are also significant suppliers, as they have significantly increased their LNG exports in recent years.

Russia has established itself as a newer player in the Indian market, particularly through long-term supply contracts that help diversify energy supply and reduce dependence on traditional suppliers.

Market Share: 70% in Indian natural gas transportation (2023)
EBITDA Margin: 15.2% (2023)
Return on Equity (ROE): 12.5% (2023)

GAIL (India) Limited has a significant competitive advantage in the Indian energy sector, particularly in the field of natural gas transportation. With a market share of 70% in the Indian natural gas transportation network, the company is the dominant player in this segment. This market position enables GAIL to benefit from economies of scale and to maintain a strong negotiating position with suppliers and customers.

The EBITDA margin of 15.2% indicates that the company operates efficiently and is able to control its cost structure. This is particularly important in a capital-intensive business such as the energy sector.

The Return on Equity of 12.5% suggests that GAIL is able to effectively maximize its return on equity, indicating solid corporate governance and profitable investments.

In summary, GAIL possesses a strong competitive advantage through its dominant market position, efficient operations, and solid financial performance.

Institutional Investor Share: approximately 50% (2025, estimated)

Insider Buys/Sells: No significant activities in the last 12 months (2025, estimated)

The institutional investor share in GAIL (India) Limited is around 50%, indicating a strong trust from institutional investors in the company. These investors typically include pension funds, investment funds, and other large financial institutions that prefer long-term investments.

Regarding insider buys or sells, there have been no significant activities in the last 12 months. This could suggest that the management and other insiders are satisfied with the current valuation of the company or do not expect any significant changes in the company's strategy or performance.

Market share of GAIL (India) Limited: Estimate 15% (2025)

Main competitors and their market shares:

1. Reliance Industries Limited: Estimate 25%
2. Oil and Natural Gas Corporation (ONGC): Estimate 20%
3. Indian Oil Corporation Limited (IOCL): Estimate 18%
4. Bharat Petroleum Corporation Limited (BPCL): Estimate 12%
5. Hindustan Petroleum Corporation Limited (HPCL): Estimate 10%

GAIL (India) Limited is one of the leading providers in the Indian energy sector, especially in the field of natural gas. GAIL's market share is supported by its comprehensive infrastructure and strong pipeline network, which can be seen as a significant moat. This enables the company to efficiently distribute and supply natural gas, providing a competitive advantage.

Compared to its competitors, GAIL has a specialized focus on natural gas, while companies like Reliance Industries and ONGC have a more diversified portfolio that includes other energy resources. This can be seen as an advantage for GAIL, as it can focus on the growing natural gas market while other companies have to divide their resources.

However, companies like Reliance Industries also have strong moats due to their size and diversification, helping them secure and expand market shares. Competition in the Indian energy sector is intense, and the ability to adapt to market changes will be crucial for long-term success.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Return on Equity: 14.8% (2024)

GAIL (India) Limited recorded a solid revenue growth of 8.5% in 2024, indicating strong demand for its services and products in the energy sector. The profit growth of 10.2% shows that the company was able to efficiently manage its costs and increase its profitability.

The return on equity of 14.8% is an indicator of effective use of equity to generate profits. This metric is above the industry average, indicating strong operational performance.

Additionally, in recent years, GAIL has invested in infrastructure projects and portfolio diversification, which could lead to a stable source of income in the long term. The strategic focus on renewable energies and expanding pipeline capacities could also support future growth.

Overall, the financial performance and strategic direction suggest that GAIL (India) Limited could be an attractive investment opportunity, especially for investors interested in long-term growth in the energy sector.

Dividend Yield: 5.2% (2024)
Dividend History: Continuous payout over the last 5 years

GAIL (India) Limited has regularly distributed dividends in recent years. The dividend yield of 5.2% in 2024 indicates an attractive payout that is above the industry average.

The reliability of dividend payments is high as the company has a stable financial base and a strong position in the energy sector. Historically, GAIL has pursued a consistent dividend policy, indicating solid corporate governance and sustainable earnings power.