GAIL India - Decarbonisation, Widening Gas Penetration Remain Focus Areas: Motilal Oswal

NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Motilal Oswal Report.We visited the Vijaipur plant of GAIL India Ltd. and were joined by senior management from the company. The management highlighted two futuristic projects, which form the cornerstone of the net zero and gas penetration strategies; the first entails a 4.3 kgs per day green hydrogen project, key to achieving decarbonisation objectives and marking a significant milestone in the company's pursuit of a long-term target of 20% hydrogen blending in natural gas, GAIL India also highlighted the small scale LNG project, which the management believes would be instrumental in improving LNG availability in underpenetrated areas. We remain positive on GAIL India as the capex cycle unwinds. The company has continued to explore new avenues for investments such as green hydrogen, SSLNG, and even coal to gas/chemicals. At ~11 times FY26 price/earning and the current dividend yield of ~2%, we believe valuations remain reasonable. We retain a Buy rating on the stock..Click on the attachment to read the full report:.CCSIA Gets Its First Integrated Terminal Developed By Adani Group.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

GAIL India - Decarbonisation, Widening Gas Penetration Remain Focus Areas: Motilal Oswal

We remain positive on GAIL, valuing the core business at 12 times FY26E adjusted earnings per share of Rs 15.1

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GAIL India - Decarbonisation, Widening Gas Penetration Remain Focus Areas: Motilal Oswal

We remain positive on GAIL, valuing the core business at 12 times FY26E adjusted earnings per share of Rs 15.1

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