Gujarat Gas shares up 4% post-March quarter nos; heres what analysts say
Gujarat Gas share price: It reported a standalone profit of Rs 369 crore in Q4FY23 as compared to Rs 371 crore in the previous quarter but was better than the estimate of Rs 260 crore.
Gujarat Gas share price: Shares of Gujarat Gas added over 4 per cent on NSE on May 11, a day after the company released its March quarter (Q4FY23) numbers. The company reported a 9 per cent quarter-on-quarter (QoQ) rise in revenue to Rs 4,074 crore for the January-March period. It reported a standalone profit of Rs 369 crore in Q4FY23 as compared to Rs 371 crore in the previous quarter but was better than the estimate of Rs 260 crore. Total expenses stood at Rs 3,628.97 crore.
Last seen, Gujarat Gas scrip traded over 4 per cent higher on NSE at Rs 483.7 apiece, and on BSE, the stock traded at Rs 483.9 apiece.
Gujarat Gas dividend
The board of the largest city gas distribution company in India also recommended a dividend of Rs 6.65 per share for the financial year 2022-23.
What do brokerages suggest?
Dolat Capital has given an ‘accumulate’ rating on shares of Gujarat Gas for a target price of Rs 532 apiece. “We expect CNG/PNG industrial volume CAGR of 15%/ 22% over FY23-25E. Gujarat Gas' net profit is expected to clock 9 per cent CAGR over FY23-25E, owing to strong volume growth and healthy margin. We expect Gujarat Gas to witness a strong Free Cash Flow generation of Rs12 bn over FY23-25E,” the brokerage said.
Sharekhan recommended buying shares of Gujarat Gas for a target price of Rs 560 apiece. “We believe that GGAS’s valuation of 21x/16x FY24E/FY25E EPS partly factors in concern on earnings due to volume volatility and the recent sharp decline in spot LNG price along with ramp-up of new Gas would drive strong double-digit volume growth over FY24E-25E,” the brokerage said.
Anand Rathi has given a 'buy' call on shares of Gujarat Gas for a target price of Rs 560 apiece. "We expect EBITDA spreads of Rs 6.8/scm in FY24 and Rs 6.9 in FY25. We expect Gujarat Gas to benefit from lower gas prices after the approval of the Kirit Parikh Report recommendations, which resulted in lower CNG and D-PNG prices, which could drive volumes," the brokerage said.
Gujarat Gas share price history
On a year-to-date (YTD) basis, Gujarat Gas stock declined over 1 per cent as compared to Nifty50’s rise of 0.7 per cent. On a six-month basis, the stock rose nearly 0.14 per cent against Nifty50’s decline of over 0.14 per cent.
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