IGL share price gains 5%; Morgan Stanley overweight with target of Rs 471


Indraprastha Gas (IGL) share price added 5% intraday on June 3 after Morgan Stanley maintained an overweight rating on the stock.

Morgan Stanley maintained an overweight rating on the stock with a target of Rs 471 per share. CNG price hiked will help partly recover some of the fixed costs.

Credit Suisse has maintained a neutral call with a target of Rs 410 per share.

The company has increased the retail price of CNG in Delhi by Re 1 per kg. The gross margins for the company are now close to MGL for the CNG segment and higher FY21 gross margin provides a buffer to absorb 9-10% volume decline.
   



The input gas price could further declined by 20-25% from October.

Recently, the company hiked CNG prices by Re 1 per kg to make up for the additional cost incurred to keep stations coronavirus ready. The revised CNG price in the national capital from Rs 42/kg to Rs 43/kg, w.e.f. June 2, 2020.

However, there will be no change in piped cooking gas price. At 12:18 hours, Indraprastha gas was quoting at Rs 494,up Rs 21.30, or 4.51% on the BSE.  



Post a Comment

0 Comments