GUJGASLTD

What Gujarat Gas promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q4 FY26

what the last two calls moved 22 tracked 5 delivered 8 missed 9 open
  • EBITDA per SCM delivered said Q3 FY25 Promised: ₹4.5 to ₹5.5 per SCM Q4 FY26: Company reported full-year FY26 CGD EBITDA per SCM of ₹6.16, which is within the revised guidance range of ₹5.5 to ₹6.5.
  • Planned Capex missed said Q3 FY25 Promised: ₹1,000 crores Q4 FY26: Company did not report the final capex for FY26. The guidance was repeatedly revised down from ₹1,000 crores to ₹650-₹700 crores, and the final number was not disclosed, implying a miss.
  • Long-term Gas Sourcing Share on track said Q3 FY26 Promised: 60-70% Q4 FY26: Company announced signing new long-term SPAs for up to 4.9 mmscmd, progressing towards the FY27 target. Current sourcing mix includes 3.5 mmscmd of long-term contracts.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 22 tracked commitments for Gujarat Gas — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens