External broker reports(aggregated public sources), Prabhudas Lilladhar

Prabhudas Lilladhar

Prabhudas Lilladher is one of India's leading research based financial services organisation.  

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only.  Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Prabhudas Lilladher is one of India's leading research based financial services organisation.

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Gujarat State Petronet / Equity Bottom-Up

<ul><li>Prabhudas Lilladher's research report onGujarat State Petronet PNGRB, in its tariff order, revised GSPL’s HP Gas Grid tariff to Rs18.1/mmBtu wef from 1st May,2024, a sharp cut of 46.7% against the existing tariff of Rs34/mmBtu.</li><li>GSPL had proposed the tariff to be revised to Rs50.77/mmBtu.</li><li>Out of the current volume of 29mmscmd, ~24-25mmscmd would be through HP Gas Grid and we believe this would result in ~30% cut in EPS forecasts for FY25/26E.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Prabhudas Lilladher's research report onGujarat State Petronet PNGRB, in its tariff order, revised GSPL’s HP Gas Grid tariff to Rs18.1/mmBtu wef from 1st May,2024, a sharp cut of 46.7% against the existing tariff of Rs34/mmBtu.GSPL had proposed the tariff to be revised to Rs50.77/mmBtu.Out of the current volume of 29mmscmd, ~24-25mmscmd would be through HP Gas Grid and we believe this would result in ~30% cut in EPS forecasts for FY25/26E.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Gujarat State Petronet (GUJS IN) - Sharp Cut in HP Gas Grid Tariff