Stories
UBS Predicts 25% Upside for GAIL Stock, Raises Target Price to ₹215
C
CNBC TV18•22-09-2026, 12:31
UBS Predicts 25% Upside for GAIL Stock, Raises Target Price to ₹215
- •UBS has raised its target price for GAIL (India) to ₹215 per share from ₹205, maintaining a "Buy" rating, implying a potential 25% upside.
- •The brokerage anticipates transmission momentum and the commodity cycle to drive earnings upgrades for GAIL, supported by resilient domestic gas demand and healthy LNG arrivals.
- •GAIL's transmission business is expected to contribute 45% of standalone EBITDA in FY27 and 52% in FY28, with additional upside from commodity businesses due to lower Henry Hub gas prices and higher crude oil prices.
- •UBS increased its consolidated EBITDA estimates for GAIL by 16% for FY27 and 3% for FY28, valuing the company at 12 times its FY28 consolidated earnings.
- •UBS's ₹215 target is the highest among analysts tracked by Bloomberg, matching ICICI Securities and Kotak Securities, while the consensus target price is ₹195.23.
Key Questions Answered
UBS raised its target price on GAIL (India) shares to ₹215 per share from ₹205 while retaining a "Buy" rating, implying a 25% upside potential from the stock's previous closing price.
UBS expects GAIL's transmission business to contribute 45% of standalone EBITDA in FY27 and 52% in FY28, with additional upside driven by its commodity businesses supported by lower Henry Hub gas prices and higher crude oil prices.
According to Bloomberg data, 21 out of 32 analysts covering GAIL have a "Buy" rating, nine have a "Hold" rating, and two have a "Sell" rating, with a 12-month consensus target price of ₹195.23.
