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Adani Total Gas Limited (ATGL) Fair Value & Analysis

Utilities · IN · Market cap ₹796B

AT Adani Total Gas Limited ATGL · NSE
Price₹651.45
Fair Value₹101.36
Upside-84.4%
Quality49/100
Expensive Growth
Solidly profitable · 11.1% net margin
Low debt · negative free cash flow
Mixed vs. peers (6/13)
Moderate moat 55/100
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Evidence: High Range ₹76.02 – ₹126.70 Share as image

Fair value as of: Jul 11, 2026

From 16 valuation models · updated 23 days ago

Share price −11.2% over the past month.

Below-average quality, and screening another 84% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (₹126.70). The favourable scenario is already priced in.
  • Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

₹3,914 ₹467.74 Fair Value ₹101.36 Apr 2021 Jul 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.

How to read this chart

60‑month range ₹467.74 – ₹3,914 · fair‑value band ₹76.02 – ₹126.70 · the ₹651.45 price screens above the ₹101.36 fair value. Dashed = 300-day average. As of Jul 11, 2026.

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Analysis

Adani Total Gas Limited (ATGL) currently trades at ₹651.45, while our model-based Fair Value estimate is ₹101.36, implying the stock looks roughly 84.4% overvalued today. We read business quality at 49/100 (below-average quality), in the Utilities sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Adani Total Gas Limited generated revenue of ₹58.9B at a net margin of 11.1%. Revenue grew 16.1% year over year. It earns a return on equity of 14.5%. Net debt stands at ₹17.5B. Fundamentals as of Jul 11, 2026

Our scenario range runs from ₹76.02 (bear case) to ₹126.70 (bull case); at ₹651.45, the current price sits above that range. The share trades about 24% below its 52-week high and 41% above its 52-week low, currently above its 200-day average. For context, the median of 10 Utilities peers we cover trades at -19% fair-value upside, at -84%, ATGL screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Residual Income ₹43.20 ₹57.45 ₹185.48 76
ROIC Compounder ₹64.94 ₹103.50 ₹134.99 72
Gordon GGM ₹2.41 ₹5.25 ₹8.83 70
All 16 models by family
Earnings-Based
Graham-Dodd ₹40.54 ₹249.16 ₹347.67 54
Lynch FV ₹71.45 ₹102.07 ₹132.69 50
PEG = 1.0 ₹71.45 ₹102.07 ₹132.69 46
EPV ₹56.02 ₹67.66 ₹78.00 59
Dividend Discount
Gordon GGM ₹2.41 ₹5.25 ₹8.83 70
DDM Multi-Stage ₹2.41 ₹4.30 ₹5.47 61
Multiples
P/E Multiple ₹89.43 ₹119.24 ₹149.05 63
P/S Multiple ₹76.02 ₹101.36 ₹126.70 58
P/B Multiple ₹76.02 ₹101.36 ₹126.70 55
EV/EBIT ₹106.86 ₹145.79 ₹184.72 53
EV/EBITDA ₹95.98 ₹131.28 ₹166.58 54
EV/Revenue ₹68.80 ₹102.54 ₹136.28 43
Asset-Based
NCAV (Graham) ₹22.12 ₹29.64 ₹44.23 50
Economic Profit
Residual Income ₹43.20 ₹57.45 ₹185.48 76
ROIC Compounder ₹64.94 ₹103.50 ₹134.99 72
Growth Earnings
Growth-Adj P/E ₹100.55 ₹143.64 ₹186.74 68

Widest divergence: Growth Earnings (₹143.64) versus Dividend Discount (₹4.30). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) ₹58.9B
Revenue growth (YoY) +16.1%
Net margin 11.1%
Return on equity 14.5%
Free cash flow −₹19.6M FY2026
P/E ratio 128.1
More key figures
Operating margin 15.3%
EPS (TTM) ₹5.95
Dividend yield 0.0%
EPS growth (YoY) +8.5%
Net debt ₹17.5B FY2026

Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 49/100

Of which business quality 47 · Market factors (momentum, volatility) 54

Profitability 45
Margins and returns on capital today
Quality Growth 36
Are margins and returns improving?
Cashflow 36
Earnings quality: real cash, not paper profit
Fin. Strength 65
Balance sheet, leverage, solvency risk
Investment 10
Disciplined investing over empire-building
Low Volatility 58
Calm price path (market factor)
Momentum 58
Price trend over the last 3–12 months (market factor)
52W Momentum 45
Distance to the 52-week high (market factor)
Net Issuance 81
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Adani Total Gas Limited engages in the city gas distribution (CGD) business in India. The company supplies piped natural gas and compressed natural gas to the domestic, commercial, industrial, and transportation sectors. It also provides biogas, biofuel, biomass, LCNG, HCNG, EV, and hydrogen.

Full company description

Adani Total Gas Limited engages in the city gas distribution (CGD) business in India. The company supplies piped natural gas and compressed natural gas to the domestic, commercial, industrial, and transportation sectors. It also provides biogas, biofuel, biomass, LCNG, HCNG, EV, and hydrogen. In addition, the company manufactures various equipment; and offers value-added services related to the CGD business. The company was formerly known as Adani Gas Limited and changed its name to Adani Total Gas Limited in January 2021. Adani Total Gas Limited was founded in 2004 and is based in Ahmedabad, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Adani Total Gas Limited reported revenue of ₹58.9B in FY2026 versus ₹30.4B in FY2022, a compound +18.0%/yr. Reported net income was ₹6.6B in FY2026, compounding +6.5%/yr from FY2022.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹58.9B
Latest YoY
+17.9%
Avg. growth/yr (3Y)
+10.4%
Avg. growth/yr (5Y)
+28.3%
Avg. growth/yr (11Y)
+14.4%
Revenue +18.0%/yr
FY22 ₹30.4B
FY23 ₹43.8B
FY24 ₹44.7B
FY25 ₹50.0B
FY26 ₹58.9B
Net income +6.5%/yr
FY22 ₹5.1B
FY23 ₹5.5B
FY24 ₹6.7B
FY25 ₹6.5B
FY26 ₹6.6B

ATGL screens 84% overvalued. Compare with Naturgy Energy Group →

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Cite: Fair Value Calculator (2026). "Adani Total Gas Limited Fair Value". https://www.fairvalue-calculator.com/stock/ATGL

Peer Group

Utilities - Regulated Gas · 103 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 49 · Below median
Fair Value upside −78% · Bottom 25%
Return on equity (TTM) 14% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 11% · Above median
Operating margin (TTM) 15% · Above median
Revenue growth 16% · Top 25%
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.33× · Lower than median

Valuation Multiples vs Utilities - Regulated Gas median · lower = cheaper

P/E (TTM) 121.9× · Pricier than 75% of peers
P/B 16.37× · Pricier than 75% of peers
P/S (TTM) 13.51× · Pricier than 75% of peers
EV/EBITDA 68.7× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 24
FUTURE 81 · sector 0
PAST 58 · sector 34
HEALTH 84 · sector 84
DIVIDEND 1 · sector 69

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Utilities - Regulated Gas stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).

Stock Price Fair Value vs Fair Value
Naturgy Energy Group NTGY €28.84 €35.80 +24%
Atmos Energy Corporation ATO $177.68 $85.67 -52%
NiSource Inc NI $47.07 $28.59 -39%
Uniper SE UN0 €42.80 €49.13 +15%
The Hong Kong and China Gas Company 0003 HK$7.03 HK$5.08 -28%
Italgas S.p.A IG €9.98 €8.11 -19%
GAIL (India) Limited GAIL ₹171.71 ₹147.74 -14%
ENN Natural Gas Co 600803 ¥16.69 ¥25.71 +54%
UGI Corporation UGI $35.84 $27.13 -24%
Southwest Gas Holdings SWX $92.06 $70.67 -23%

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Frequently asked questions

Is Adani Total Gas Limited (ATGL) overvalued or undervalued?
As of Jul 11, 2026, our model estimates a fair value of ₹101.36 versus a price of ₹651.45, about −84% (overvalued).
What is the fair value of ATGL?
Our model-based fair value for Adani Total Gas Limited is ₹101.36 (as of Jul 11, 2026), built from audited fundamentals. The current price is ₹651.45.
What is the quality score of ATGL?
Adani Total Gas Limited has a Quality Score of 49/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Adani Total Gas Limited (ATGL)?
Adani Total Gas Limited reported trailing-twelve-month revenue of about ₹58.9B (latest available figure, as of Jul 11, 2026).
What is the net profit margin of ATGL?
The net profit margin of Adani Total Gas Limited is about 11.1%, meaning it keeps roughly 11.1% of revenue as net income. Based on the latest reported figures.
Does Adani Total Gas Limited pay a dividend?
Adani Total Gas Limited currently shows a dividend yield of about 0.03% relative to its recent price (as of Jul 11, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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