| Margins | Strong due to trading gains (INR 301Cr) and inventory gains (INR 193Cr). |
|---|---|
| Order book | Two cargoes delivered under new Deepak Fertilizers contract since May 2026. |
| Demand visibility | Replacement volumes flowing despite Qatar force majeure; expect improvement post-conflict. |
| Management confidence | High regarding resilience and trading margin business model. |
Growth
Standalone PBT/PAT grew 33% YoY. Consolidated PAT reached record Q1 high of INR 1,137 crores despite 6% YoY total volume decline to 207 TBTU.
Outlook
Budgeted FY27/FY28 capex of INR 9,064 crores each. Petrochemical project 40% complete; targeting 25-year plant life. New Qatar contract starts 2028.
Risks
Lower capacity utilization due to Strait of Hormuz conflict impacting Qatari volumes; Dahej utilization fell to 66% on expanded base.
Last quarter's promises, checked
Delivered
- Guided FY26 Kochi highest ever volume → delivered 68 TBTU (= BEAT)
- Guided Petrochem project on track → delivered 40% complete (= BEAT)
- Guided Exxon contract start April 2026 → delivered first cargo in April (= BEAT)
Partly delivered
- Guided FY26 Capex INR 3,000Cr → delivered INR 2,511Cr cash outflow (= PARTIAL)
Missed
- Guided June supply resumption → delivered volumes still impacted by conflict (= MISS)
Earnings Call Transcript filed with BSE, NSE: PETRONET. Summary written with AI assistance from the document.
Petronet LNG Ltd: key numbers
- Share price
- ₹296.10
- Market cap
- ₹44,415 Cr
- Revenue (annual)
- ₹43,495 Cr
- Net profit (annual)
- ₹3,913 Cr
- P/E (TTM)
- 10.6×Sector 18.6×
- Promoter holding
- 50.00%+0.00% QoQ
- FII holding
- 26.27%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Petronet LNG Ltd
All →Petronet LNG Merger & Restructuring
Petronet LNG approved a 50:50 joint venture with Gruner Renewable Energy to establish 10 CBG plants. The project involves an estimated capital outlay of Rs. 1,200 crore.
- CBG production capacity
- 180.0 MT/day
Petronet LNG Legal & Regulatory
Petronet LNG informed the stock exchanges that its Board has reviewed and noted the non-compliance comments and actions taken by the Exchange regarding imposed fines.
Petronet LNG Legal & Regulatory
Petronet LNG Ltd paid fines totaling Rs.1,53,400 to BSE and NSE for non-compliance with SEBI LODR Regulation 17(1). The penalties relate to the June 2026 quarter.
- Value
- ₹0.02 Cr
Petronet LNG Annual Report
Petronet LNG Limited has submitted its Annual Report for the financial year 2025-26, which includes the Notice of the 28th Annual General Meeting scheduled for September 28, 2026.
Petronet LNG Annual General Meeting
Petronet LNG will hold its 28th AGM on September 28, 2026. The board has recommended a final dividend of Rs. 3.00 per equity share for FY 2025-26.
Petronet LNG Q1 FY27 Results: Net Profit ₹1,137 Cr, Up 35.1% YoY
Petronet LNG Ltd reported revenue from operations of ₹5,558 Cr (-53.2% YoY) and net profit of ₹1,137 Cr (+35.1% YoY) for Q1 FY27.
- Key figure
- Net profit ₹1,137 Cr · +35.1% YoY