GUJGASLTD.NSEGujarat Gas Ltd
GUJGASLTD.NSE
Gujarat Gas Ltd345
Brief Utlilities: GEG - Towards sustainable growth and more
In this briefing: GEG - Towards sustainable growth Mercury Bursting With Energy—3Q26 Op Stats Indonesia: Passives Could Sell BREN and DSSA in May and Go Away Primer: Gujarat Gas Ltd (GUJGA IN) - Apr 2026 Primer: Gujarat State Petronet (GUJS IN) - Apr 2026 1. GEG - Towards sustainable growth GEG's power output in Q4/2025 is estimated at 343 million kWh (+2% YoY, -12% QoQ). Of which, the hydropower’s output rose by 19% YoY thanks to favorable hydrological conditions. While wind and solar power generation decreased by 5% and 13% YoY, respectively, due to weaker radiation conditions and wind speed compared to Q4/2024. 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. 2. Mercury Bursting With Energy—3Q26 Op Stats The FY26 EBITDAF guidance upgrade that we thought Mercury (MCY) might make at its 1H26 result has come through. With its storage lake effectively full, when it is usually at a seasonal low, MCY is well positioned to continue its strong momentum through 4Q26 and into FY27.
cityfalcon.com·18d ago
Brief Utlilities: GEG - Towards sustainable growth and more
In this briefing: GEG - Towards sustainable growth Mercury Bursting With Energy—3Q26 Op Stats Indonesia: Passives Could Sell BREN and DSSA in May and Go Away Primer: Gujarat Gas Ltd (GUJGA IN) - Apr 2026 Primer: Gujarat State Petronet (GUJS IN) - Apr 2026 1. GEG - Towards sustainable growth GEG's power output in Q4/2025 is estimated at 343 million kWh (+2% YoY, -12% QoQ). Of which, the hydropower’s output rose by 19% YoY thanks to favorable hydrological conditions. While wind and solar power generation decreased by 5% and 13% YoY, respectively, due to weaker radiation conditions and wind speed compared to Q4/2024. 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. 2. Mercury Bursting With Energy—3Q26 Op Stats The FY26 EBITDAF guidance upgrade that we thought Mercury (MCY) might make at its 1H26 result has come through. With its storage lake effectively full, when it is usually at a seasonal low, MCY is well positioned to continue its strong momentum through 4Q26 and into FY27.
cityfalcon.com·18d ago
Brief Utlilities: Mercury Bursting With Energy—3Q26 Op Stats and more
In this briefing: Mercury Bursting With Energy—3Q26 Op Stats Indonesia: Passives Could Sell BREN and DSSA in May and Go Away Primer: Gujarat Gas Ltd (GUJGA IN) - Apr 2026 Primer: Gujarat State Petronet (GUJS IN) - Apr 2026 Meridian Energy Catching Up to Expectations — 3Q26 Op Stats 1. Mercury Bursting With Energy—3Q26 Op Stats The FY26 EBITDAF guidance upgrade that we thought Mercury (MCY) might make at its 1H26 result has come through. With its storage lake effectively full, when it is usually at a seasonal low, MCY is well positioned to continue its strong momentum through 4Q26 and into FY27. We have lifted our target price +10cps. 2. Indonesia: Passives Could Sell BREN and DSSA in May and Go Away On 2 April, Barito Renewables Energy (BREN IJ) and Dian Swastatika Sentosa (DSSA IJ) were added to the IDX's High Shareholding Concentration (HSC) list. That designation should lead to both stocks being deleted from a global index at the May rebalance. There is a lot to sell in both stocks, and the recent rally could be cut short.
cityfalcon.com·18d ago
Brief Utlilities: Mercury Bursting With Energy—3Q26 Op Stats and more
In this briefing: Mercury Bursting With Energy—3Q26 Op Stats Indonesia: Passives Could Sell BREN and DSSA in May and Go Away Primer: Gujarat Gas Ltd (GUJGA IN) - Apr 2026 Primer: Gujarat State Petronet (GUJS IN) - Apr 2026 Meridian Energy Catching Up to Expectations — 3Q26 Op Stats 1. Mercury Bursting With Energy—3Q26 Op Stats The FY26 EBITDAF guidance upgrade that we thought Mercury (MCY) might make at its 1H26 result has come through. With its storage lake effectively full, when it is usually at a seasonal low, MCY is well positioned to continue its strong momentum through 4Q26 and into FY27. We have lifted our target price +10cps. 2. Indonesia: Passives Could Sell BREN and DSSA in May and Go Away On 2 April, Barito Renewables Energy (BREN IJ) and Dian Swastatika Sentosa (DSSA IJ) were added to the IDX's High Shareholding Concentration (HSC) list. That designation should lead to both stocks being deleted from a global index at the May rebalance. There is a lot to sell in both stocks, and the recent rally could be cut short.
cityfalcon.com·18d ago
Brief Utlilities: Indonesia: Passives Could Sell BREN and DSSA in May and Go Away and more
In this briefing: Indonesia: Passives Could Sell BREN and DSSA in May and Go Away Primer: Gujarat Gas Ltd (GUJGA IN) - Apr 2026 Primer: Gujarat State Petronet (GUJS IN) - Apr 2026 Meridian Energy Catching Up to Expectations — 3Q26 Op Stats Primer: China Gas Holdings (384 HK) - Apr 2026 1. Indonesia: Passives Could Sell BREN and DSSA in May and Go Away On 2 April, Barito Renewables Energy (BREN IJ) and Dian Swastatika Sentosa (DSSA IJ) were added to the IDX's High Shareholding Concentration (HSC) list. That designation should lead to both stocks being deleted from a global index at the May rebalance. There is a lot to sell in both stocks, and the recent rally could be cut short. The other question is who steps in to buy when passives sell. 2. Primer: Gujarat Gas Ltd (GUJGA IN) - Apr 2026 Largest City Gas Distribution (CGD) Player in India: Gujarat Gas is the leading CGD company in India by sales volume, with a significant presence across 44 districts in six states and one union territory.
cityfalcon.com·20d ago
Brief Utlilities: Indonesia: Passives Could Sell BREN and DSSA in May and Go Away and more
In this briefing: Indonesia: Passives Could Sell BREN and DSSA in May and Go Away Primer: Gujarat Gas Ltd (GUJGA IN) - Apr 2026 Primer: Gujarat State Petronet (GUJS IN) - Apr 2026 Meridian Energy Catching Up to Expectations — 3Q26 Op Stats Primer: China Gas Holdings (384 HK) - Apr 2026 1. Indonesia: Passives Could Sell BREN and DSSA in May and Go Away On 2 April, Barito Renewables Energy (BREN IJ) and Dian Swastatika Sentosa (DSSA IJ) were added to the IDX's High Shareholding Concentration (HSC) list. That designation should lead to both stocks being deleted from a global index at the May rebalance. There is a lot to sell in both stocks, and the recent rally could be cut short. The other question is who steps in to buy when passives sell. 2. Primer: Gujarat Gas Ltd (GUJGA IN) - Apr 2026 Largest City Gas Distribution (CGD) Player in India: Gujarat Gas is the leading CGD company in India by sales volume, with a significant presence across 44 districts in six states and one union territory.
cityfalcon.com·20d ago
Brief India: CHARTING COURSE: Oil Price Discovery Moves West & Another FOMO Rally (April 20) and more
In this briefing: CHARTING COURSE: Oil Price Discovery Moves West & Another FOMO Rally (April 20) Asian Equities: Headline Indices Back to Pre-War, but Not All Markets or Sectors Are Aequitas: Juniper Green Energy Pre-IPO - Execution-Led Growth but Risks Remain Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 17 April 2026 Primer: Gujarat Gas Ltd (GUJGA IN) - Apr 2026 1. CHARTING COURSE: Oil Price Discovery Moves West & Another FOMO Rally (April 20) As over 100 oil tankers head to the US coast, the prices of physical and contract oil are beginning to converge below $100 bbl. Even if the Strait of Hormuz opens soon, it will take many months to normalize the flow of ships transiting in and out of the Gulf. The unusual rally in the S&P this month appears to be a mix of FOMO and chasing the Mag-7 stocks. 2. Asian Equities: Headline Indices Back to Pre-War, but Not All Markets or Sectors Are Asian headline indices are almost at pre-war levels. However, Philippines, Indonesia, Thailand and Korea are significantly below and Taiwan significantly above the pre-war peaks.
cityfalcon.com·20d ago
Brief India: CHARTING COURSE: Oil Price Discovery Moves West & Another FOMO Rally (April 20) and more
In this briefing: CHARTING COURSE: Oil Price Discovery Moves West & Another FOMO Rally (April 20) Asian Equities: Headline Indices Back to Pre-War, but Not All Markets or Sectors Are Aequitas: Juniper Green Energy Pre-IPO - Execution-Led Growth but Risks Remain Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 17 April 2026 Primer: Gujarat Gas Ltd (GUJGA IN) - Apr 2026 1. CHARTING COURSE: Oil Price Discovery Moves West & Another FOMO Rally (April 20) As over 100 oil tankers head to the US coast, the prices of physical and contract oil are beginning to converge below $100 bbl. Even if the Strait of Hormuz opens soon, it will take many months to normalize the flow of ships transiting in and out of the Gulf. The unusual rally in the S&P this month appears to be a mix of FOMO and chasing the Mag-7 stocks. 2. Asian Equities: Headline Indices Back to Pre-War, but Not All Markets or Sectors Are Asian headline indices are almost at pre-war levels. However, Philippines, Indonesia, Thailand and Korea are significantly below and Taiwan significantly above the pre-war peaks.
cityfalcon.com·20d ago
Brief India: Asian Equities: Headline Indices Back to Pre-War, but Not All Markets or Sectors Are and more
In this briefing: Asian Equities: Headline Indices Back to Pre-War, but Not All Markets or Sectors Are Aequitas: Juniper Green Energy Pre-IPO - Execution-Led Growth but Risks Remain Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 17 April 2026 Primer: Gujarat Gas Ltd (GUJGA IN) - Apr 2026 Primer: Gujarat State Petronet (GUJS IN) - Apr 2026 1. Asian Equities: Headline Indices Back to Pre-War, but Not All Markets or Sectors Are Asian headline indices are almost at pre-war levels. However, Philippines, Indonesia, Thailand and Korea are significantly below and Taiwan significantly above the pre-war peaks. Hong Kong, Singapore are at parity. Utilities, consumer services, consumer durables are prominent decliners. Industrials, health tech (pharmaceuticals), process industries and technology are above pre-war levels. The market seems concerned about fuel and industrial input shortage. After this relative valuation churn, Korea, Indonesia and Philippines appear the cheapest on PE vs EPS growth and P/BV vs ROE.
cityfalcon.com·20d ago
Brief India: Asian Equities: Headline Indices Back to Pre-War, but Not All Markets or Sectors Are and more
In this briefing: Asian Equities: Headline Indices Back to Pre-War, but Not All Markets or Sectors Are Aequitas: Juniper Green Energy Pre-IPO - Execution-Led Growth but Risks Remain Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 17 April 2026 Primer: Gujarat Gas Ltd (GUJGA IN) - Apr 2026 Primer: Gujarat State Petronet (GUJS IN) - Apr 2026 1. Asian Equities: Headline Indices Back to Pre-War, but Not All Markets or Sectors Are Asian headline indices are almost at pre-war levels. However, Philippines, Indonesia, Thailand and Korea are significantly below and Taiwan significantly above the pre-war peaks. Hong Kong, Singapore are at parity. Utilities, consumer services, consumer durables are prominent decliners. Industrials, health tech (pharmaceuticals), process industries and technology are above pre-war levels. The market seems concerned about fuel and industrial input shortage. After this relative valuation churn, Korea, Indonesia and Philippines appear the cheapest on PE vs EPS growth and P/BV vs ROE.
cityfalcon.com·20d ago
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