Q2 2025 Adani Total Gas Ltd Earnings Call Transcript
Key Points
- Adani Total Gas Ltd (BOM:542066) reported a 15% year-on-year increase in overall volume, driven by network expansion and increased consumption of PNG by commercial and industrial consumers.
- The company expanded its steel pipeline infrastructure to 12,516 inch-kilometers, enhancing its ability to deliver PNG and CNG to a broader customer base.
- Adani Total Gas Ltd (BOM:542066) increased its CNG network to 577 stations, with a focus on company-owned and dealer-operated formats, and is nearing 1,000 CNG stations in collaboration with JV partners.
- The company has significantly expanded its EV charging network to 1,486 points across 21 states and 213 cities, with plans to reach 3,000 charging points in the near future.
- Adani Total Gas Ltd (BOM:542066) secured USD 375 million in global financing to accelerate its network infrastructure development, marking the largest financing for a City Gas Distribution company in India.
- The company is facing a 16% reduction in APM gas allocation for CNG and PNG, which could impact pricing and supply.
- Despite the reduction in APM allocation, Adani Total Gas Ltd (BOM:542066) has not yet increased CNG prices, which may affect margins if not addressed.
- There is uncertainty regarding future APM gas allocation and pricing, which could impact long-term planning and cost management.
- The company is experiencing challenges in balancing operational costs and consumer pricing amidst fluctuating gas prices.
- Adani Total Gas Ltd (BOM:542066) is navigating potential policy shifts and market dynamics that could affect its gas sourcing strategy and overall business model.
Ladies and gentlemen, good day, and welcome to the Adani Total Gas Limited Q2 FY25 Earnings Conference Call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Suresh Manglani, ED and CEO, Adani Total Gas. Thank you, and over to you, sir.
Thank you. Let me -- good afternoon, everyone. Let me extend a hearty welcome to all our investors, analysts, funds for taking out their time and participating in today's call on Q2 FY25 results of Adani Total Gas. At the outset, on behalf of the entire team, Adani Total Gas, let me wish you all, our shareholders and consumers, a very happy and prosperous Diwali and festive season.
I'm pleased to share the operational and financial results of Adani Total Gas for the quarter ending September 30, 2024. During the quarter, our overall volume rose 15% when compared on a year-on-year basis. The double-digit increase, which we have delivered is on account of network expansion, coupled
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