| 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
- ₹286.50
- Market cap
- ₹42,975 Cr
- Revenue (annual)
- ₹43,495 Cr
- Net profit (annual)
- ₹3,913 Cr
- P/E (TTM)
- 10.2×Sector 18.7×
- 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 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
Petronet LNG Earnings Call: Key Takeaways
Petronet LNG reported highest-ever quarterly PBT (₹1,795cr) and PAT (₹1,338cr) despite Gulf region supply disruptions. Operations showed resilience with 219 TBTU processed.