Tag: GAIL

I valued Gail (India) 4 times over the last year with the latest being in November’21, I’ve always been bullish about the stock irrespective of it’s ambivalence over the last year. I still believe in the story and their recent growth and income metrics have outperformed my estimates. This is my latest valuation based on… Continue reading GAIL (India) – V

I valued GAIL (India) back in August and arrived at an intrinsic valuation of ₹201.79. Since then, the stock has been disappointing with a lot of volatility and very little growth. They came out with their Q2 numbers recently and I revalued the company again. Numbers and Narratives Gail (India) is a major player in the… Continue reading GAIL (India) – IV

I valued GAIL (India) back in June for the second time in the last 6 months and had a bullish outlook on the stock. I had invested in it in April when I found it grossly undervalued and the stock moved towards my intrinsic value in those 2 months. The stock had since then regressed… Continue reading GAIL (India) – III

I valued GAIL (India) back in April and arrived at an intrinsic valuation of ₹178.60. Since then, the stock has rallied tremendously and made 20% in little under two months. They released their Q4 numbers today and I took another look at the valuation keeping my story the same. Numbers and Narratives Gail (India) is a… Continue reading GAIL (India) – II

I chose to value GAIL (India) through my interest towards companies contributing to the natural gas economy. The screen was basically my hunch that companies in this value chain will grow as we transition to a greener economy. Numbers and Narratives Gail (India) is a major player in the natural gas value chain of India.… Continue reading GAIL (India) – I