Gas Under Pressure:

GUJENERGY

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Gujarat Gas Ltd,

once seen as a steady volume-driven CGD giant, is now navigating a phase where global events are shaping local earnings. With a strong network across 600+ regions and ~6.5 MMSCMD volumes, the company built its dominance on industrial demand. But in 2026, supply disruptions and rising LNG prices have forced sharp cuts in industrial gas allocation, directly impacting its core revenue stream. The story highlights a key reality—while long-term demand for cleaner fuel remains intact, near-term performance is increasingly tied to global energy cycles and supply uncertainties. A classic case of strong fundamentals facing short-term macro pressure.