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Gujarat Gas Ltd

NSE: GUJGASLTD BSE: 539336

Gujarat Gas Limited (GGL) is a government company u/s 2(45) of Companies Act 2013. Formerly Known as GSPC Distribution Networks Limited(GDNL), GGL is engaged in the business of Natural gas in India. The business of natural gas involves distribution of gas from sources of supply to centres of demand and to end customers. [1] GGL caters to its customers by providing CNG and PNG connections in domestic, Industrial, Commercial and Non commercial segments in the areas of South & Central Gujarat and Saurashtra. [2]

363
52W: ₹302 — ₹509
PE 21.5 · Book ₹126 · +188% vs book
Market Cap₹24,995 Cr
Stock P/E21.5Price to Earnings
ROCE19.6%Return on Capital
ROE14.3%Return on Equity
Div. Yield1.57%Face Value ₹2

Strengths

  • +Company is almost debt free.
  • +Company has been maintaining a healthy dividend payout of 33.0%

Weaknesses

  • The company has delivered a poor sales growth of 9.86% over past five years.

Shareholding Pattern

Promoters60.89%
FIIs3.98%
DIIs14.76%
Public13.35%
CategoryJun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters60.89%60.89%60.89%60.89%60.89%60.89%60.89%60.89%
FIIs4.31%4.51%0.24.53%0.03.97%0.63.86%0.13.7%0.23.82%0.13.98%0.2
DIIs14.75%14.38%0.414.21%0.214.81%0.615%0.214.97%0.015.06%0.114.76%0.3
Public13.04%13.2%0.213.35%0.213.33%0.013.25%0.113.41%0.213.23%0.213.35%0.1

Financial Statements

MetricSep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025
Sales3,8453,9294,1344,4503,7824,1534,1023,8713,7803,658
Expenses3,3493,5283,5433,9153,2683,7723,6523,3513,3333,211
Operating Profit497401591536514380450520447447
OPM %13%10%14%12%14%9%11%13%12%12%
Net Profit298220410330307222287327281266
EPS ₹4.333.25.954.794.463.224.174.754.083.86

AI Insights

Revenue Trend

TTM revenue at ₹15,412Cr, down 6.5% YoY. OPM at 12%.

Debt Position

Borrowings at ₹151Cr. Debt-to-equity ratio: 0.02x. Healthy balance sheet.

Capex Cycle

CWIP at ₹832Cr (10% of fixed assets). Moderate ongoing capital expenditure.

Institutional Flow

DIIs: 14.76% (+1.48pp change). FIIs: 3.98% (-0.49pp change). Promoters hold 60.89%.

Margin & Efficiency

ROCE improving from 12% (Mar 2014) to 20% (Mar 2025). Working capital days: -8.

Valuation

PE 21.5x with 19.6% ROCE. Price is 188% above book value of ₹126. Dividend yield: 1.57%.

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