• Domestic supply security: IGL confirmed 100% gas availability for domestic PNG and CNG under government priority allocations, noting the CGD domestic sector uses only 3.8 to 4 million out of domestic production of around 100 million.
• Industrial gas sourcing: Total sales remain steady at 10 million, with industrial and commercial availability currently at 65% to 70% as the company supplements supplies via spot market purchases.
• PNG connection pace: Streamlined regulatory clearances within 24 hours have accelerated IGL's installation rate from 600 connections per day to approximately 2,100 to 2,200 per day.
• Price hike outlook: Any potential price increase driven by higher input costs will be capped at ₹1.5 to ₹2 per unit, resulting in a modest impact of around ₹20 per month for an average household consuming 12 SCM.