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Earnings Call

Positron Energy Earnings Call: Key Takeaways

Positron Energy delivered strong FY26 performance with 31.27% revenue growth. The company is scaling its gas aggregation and technical consultancy business across India.

Highlights
Revenue growth31.27% YoY in FY26.
MarginsEBITDA margin at 6.46% (FY26); PAT margin 4.53%.
Order book₹557.65 Cr as of March 31, 2026.
Demand visibilityStrong, backed by unexecuted order book of ₹557.65 Cr.
Management confidenceHigh, citing strong order wins and client additions.

Growth

FY26 Revenue grew 31.27% YoY to ₹442.15 Cr; PAT increased 12.70% to ₹20.04 Cr.

Outlook

Order book of ₹557.65 Cr (~1.3x FY26 revenue) provides strong visibility for FY27 growth.

Risks

Exposure to volatile gas spot prices and regulatory compliance within the natural gas sector.

Source

Earnings Call filed with NSE, NSE: POSITRON. Summary written with AI assistance from the document.

Read the document ↗

Positron Energy Ltd: key numbers

Share price
₹235.00
Market cap
₹178.6 Cr
Revenue (annual)
₹442.1 Cr
Net profit (annual)
₹20.04 Cr
P/E (TTM)
8.9×Sector 41.4×
Promoter holding
72.20%
FII holding
0.92%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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18:12 IST NSE
New Order Win

Positron Energy Bags ₹0.73 Cr Order from Gujarat Energy Limited

Positron Energy Limited secured a Rs.0.73 Crore order from Gujarat Energy Limited for operation and maintenance of CNG stations. The contract is valid until September 2027.

Value
₹0.73 Cr
From
Gujarat Energy Limited
Execution
Validity up to 17.09.2027
18:47 IST NSE
New Order Win

Positron Energy Bags ₹25 Cr Order

Positron Energy Limited has been awarded a tender for the spot supply of 100,000 MMBTU of LNG, valued at approximately Rs. 25 Crore.

Value
₹25.00 Cr
Execution
September 2026
spot LNG supply
100000.0 MMBTU
19:58 IST NSE
New Order Win

Positron Energy Bags ₹33 Cr Order from a customer

Positron Energy Limited secured a gas supply agreement (GSPA) valued at approximately ₹33 Crore. The contract covers the delivery of 1,44,000 MMBTU of natural gas.

Value
₹33.00 Cr
From
a customer
Execution
5th September 2026 to 1st October 2026