India’s active LPG customer base drops 6.2M in five months

Active domestic LPG connections fell from 333.9 million in April to 327.7 million in September as new additions paused and verification intensified. The decline highlights supply pressure, import reliance and a partial shift to piped natural gas.

— Source publishedFri, 25 Sept, 2026, 13:56 IST·First seen Fri, 25 Sept, 2026, 14:14 IST·Source Times of India · Business

What happened

India LPG market · India’s active domestic LPG customer base fell 6.2 million in five months as Gulf supply disruption halted new connections and triggered

Key facts

  • Active domestic LPG customers fell 6.2 million, from 333.9 million in April to 327.7 million in September
  • Ujjwala beneficiaries fell 0.6 million to 105.7 million
  • PNG customers rose nearly 0.6 million to 17.5 million through July
  • FY25 LPG consumption was 31.3 million tonnes versus 29.7 million tonnes a year earlier
  • FY26 LPG consumption estimate: 28 million tonnes; domestic production estimate: 10.7 million tonnes

What changed

India’s active domestic LPG customer base fell 6.2 million in five months as Gulf supply disruption halted new connections and triggered verification. The decline, partly offset by PNG migration, exposes India’s import dependence and limited LPG storage capacity.

Why this matters

The 6.2 million decline in active LPG customers signals softer cylinder demand and a need to tighten distributor retention, verification workflows and piped-gas transition planning.

What to watch

  • Monthly domestic LPG sales volume and average refills per active customer
  • Further government verification, Aadhaar/KYC, duplicate-connection removal or inactive-account policy changes
  • Domestic LPG cylinder price revisions, subsidy announcements and global propane/butane benchmark movements
  • City-gas distribution expansion, new PNG household connections and urban coverage announcements
  • Oil marketing company disclosures on active customers, distributor commissions, delivery costs and import procurement