• Operational guidance: IGL targets volume growth from 9.69 mmscmd to 10.6 mmscmd in the next year, with EBITDA margins guided at ₹7 to ₹8 per unit.
• Gas sourcing mix: Two-thirds of the company's RLNG volume is linked to Henry Hub gas priced between $2.6 and $3, which insulated it from severe volatility despite West Asia supply disruptions.
• CNG price hikes: A cumulative ₹3 per kg price increase was implemented in a calibrated manner to partially offset a 25% rise in input costs while maintaining competitiveness against electric and conventional fuels.
• PNG price stability: Domestic PNG prices will remain largely stable and competitive against LPG to support ongoing conversion drives, as supplies are 100% sourced from domestic APM gas.