Petronet LNG Ltd (BOM:532522)
₹ 284.95 +0.15 (+0.05%) Market Cap: 427.43 Bil Enterprise Value: 344.97 Bil PE Ratio: 10.07 PB Ratio: 1.90 GF Score: 84/100

Q1 2026 Petronet LNG Ltd Earnings Call Transcript

Jul 28, 2025 / 05:30AM GMT
Release Date Price: ₹301.45 (-0.22%)

Key Points

Positve
  • Petronet LNG Ltd (BOM:532522) reported a net worth increase, crossing INR20,000 crores, reaching INR20,233 crores as of June 30, 2025.
  • The Dahej terminal processed 207 TBTU, showing a 10% growth compared to the previous quarter.
  • The company announced an enhanced investment of INR6,355 crores for a 5 MMTPA land-based LNG terminal at Gopalpur Port, Odisha.
  • Petronet LNG Ltd has issued a request for proposal for a rupee term loan of INR12,000 crores to finance its CapEx program.
  • The company is strategically expanding capacity and optimizing costs to sustain its leadership in India's LNG sector.
Negative
  • Profit before tax decreased to INR1,136 crores from INR1,446 crores in the previous quarter.
  • PAT declined to INR851 crores compared to INR1,070 crores in the previous quarter.
  • Overall LNG volume processed decreased to 220 TBTU from 262 TBTU in Q1 of the previous financial year.
  • The Kochi terminal utilization has decreased, awaiting pipeline connectivity for improvement.
  • Sales growth has been soft over the past five years, with low demand from the power and fertilizer sectors impacting the current quarter.
Operator

Ladies and gentlemen, good day, and welcome to Petronet LNG Q1 FY26 Earnings Call. (Operator Instructions). I now hand the conference over to Mr. Probal Sen. Thank you, and over to you, sir.

Probal Sen
ICICI Securities - Moderator

Thank you very much, Bhavya. This is Probal from ICICI Securities. We welcome you all to the post Q1 FY26 call of Petronet LNG Limited. We have with us senior members from Petronet LNG's management, including Mr. Saurav Mitra, the Director of Finance and CFO; Mr. Rakesh Chawla, GGM and President, F&A; Mr. Gyanendra Kumar Sharma, GGM and President, Marketing; Mr. Vivek Mittal, CGM and VP Marketing; Mr. Debabrata Satpathy, General Manager, F&A; and Mr. Vikash Maheshwari, Deputy General Manager, F&A.

We would initially start with opening remarks by the management, then on to the Q&A. So without further ado, I would hand it over to the management. Over to you, sir.

Saurav Mitra
Petronet LNG Ltd - Director of Finance,Chief Financial Officer

Yes. Good morning, and

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