Adani Total Gas

“But more or less, it will be in the similar or more aggressive manner, which is under discussion for next year planning.”

“So for next year, we are looking for similar kind of growth prospects for infrastructure expansion.”

“We have developed one CBG plant. We are into expansion of that existing CBG plant.”

“In Q2 FY '27, CNG volume increased 17% year-on-year to 223 MMSCM while PNG volumes grew 3% to 92 MMSCM.”

“In e-mobility, we have installed 5,513 EV charging points across 26 states and union territories, covering 225 cities with installed capacity of 63 megawatts.”

“So our key focus right now is to increase our penetration on B2B charging infrastructure and increase the utilization level.”

“So we have tied up multiple B2B customers, including our group captive like Adani Cement, like Adani Ports, Adani Logistics, where we will be building the infrastructure for charging for these trucks which will be playing on certain routes.”

“Currently, it is cow dung. It's a mix of cow dung and paddy straw in Barsana. And our partner over there is Thermax.”

“We have seen a strong momentum in the industrial and commercial connections, added approximately 900 customers in H1 FY '27, taking that base to 10,864. That is approximately 1.4x the numbers added during the entire FY '26.”

“what is happening in the industry is growing at around 20%. We are very close to growing at 17% to 18% in CNG.”

“Q2 FY '27 witnessed significant gas cost pressures with natural gas costs increasing 43% year-on-year amid higher Brent and LNG prices, currency depreciation and change in the domestic gas availability.”

“On this CNG price revisions, while we don't pass on the entire cost to customers, we do take a calibrated approach.”

“Now in terms of the gas supply, we did a long-term contract, which has helped us to manage and not pass on the entire cost to the consumers.”

“~15% of ATGL overall portfolio was on spot prior to signing the Term agreement, currently same is 7-8%.”

“Out of this 70%, around 40% is linked to various markers like Henry Hub, like Brent-linked contracts, which includes spot also.”

“In addition to that, we have a few more projects in pipeline, but we are evaluating that and taking slightly lower steps in terms of the growth perspective.”

“a 43% year-on-year surge in natural gas costs was driven by higher Brent crude, domestic gas availability shifts and withdrawal of pooled gas support,”

“There is slight reduction in the APM and there are other domestic gases also, which keeps on fluctuating, right?”

“And we also get that volume, and it keeps varying from month-to-month, fortnight to fortnight. And variation is to the tune of 5% to 10% in that range.”

“Now with respect to ATGL, a few of the challenges are with respect to feedstock availability or right kind of feedstock availability and then the technology.”

“So you have to evaluate all the things in parallel because huge requirement of land, huge requirement of feedstock, huge requirement of setting the plant.”

“ATGL closed second quarter and half year with strong operational performance with Q2 FY '27 volumes growing 12% year-on-year to 315 MMSCM and EBITDA increasing 12% to INR340 crores.”

“For half year ended 30th September 2026, volumes grew 13% to 618 MMSCM and EBITDA rose 3% to INR621 crores, reflecting a resilient execution despite a challenging global energy environment.”

“Volume mix of new geographical areas improved to 41% from 35% in Q2 FY '26 on Y-o-Y basis.”

“Q2 FY '27 revenue increased 34% year-on-year to INR2,102 crores. EBITDA rose 12% year-on-year to INR340 crores and PAT increased 3% year-on-year to INR167 crores.”

“For H1 FY '27, revenue grew 31% to INR3,999 crores and EBITDA increased 3% to INR621 crores.”