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Petronet LNG Limited Q2 FY26 earnings call summary

NSE: PETRONET · BSE: 532522

Earnings call of 10 Nov 2025, summarised by AI from the filing.

Petronet LNG Q2 FY26 net profit ₹805.75 cr, down 5% YoY; Dahej 5 MMTPA expansion to be commissioned by March 2026.

Key takeaways

  1. Net profit ₹805.75 cr, down 5% year-on-year due to lower LNG volumes.
  2. Capex guidance FY26 capex around ₹5,000 cr, subject to timely Gopalpur EC clearance.
  3. Dahej expansion 5 MMTPA capacity addition to be commissioned by March 2026 after delays.
  4. Kochi utilization Highest ever 27% in Q2 FY26, driven by BPCL refinery cargoes.
  5. Delay risk Dahej expansion delayed by monsoon and Operation Sindoor; mechanical completion not yet done.

Original filing on BSE

Petronet LNG Limited Q1 FY27 results

As filed: Revenue ₹5,558 cr (−53% year on year), EBITDA ₹1,535 cr (+32% year on year), PAT ₹1,137 cr (+35% year on year), EBITDA margin 27.6% (+1,000 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹9,442 cr (−23% year on year), EBITDA ₹1,861 cr (+23% year on year), PAT ₹1,371 cr (+25% year on year), EBITDA margin 19.7% (+743 bps). Score 53 of 100, In line with trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were above it. EBITDA margin rose 743 bps year on year. Revenue fell 15% from last quarter. Share price after the results: −0.4% in 30 days (Nifty 500: +0.6%).
  • Q3 FY26: Revenue ₹11,164 cr (−9% year on year), EBITDA ₹1,198 cr (−4% year on year), PAT ₹870 cr (−4% year on year), EBITDA margin 10.7% (+53 bps). Score 39 of 100, Below trend. Revenue, EBITDA and profit growth were below the company's own trend. EBITDA margin rose 53 bps year on year. Share price after the results: −3.7% in 29 days (Nifty 500: −9.6%).
  • Q2 FY26: Revenue ₹11,009 cr (−15% year on year), EBITDA ₹1,117 cr (−7% year on year), PAT ₹830 cr (−5% year on year), EBITDA margin 10.2% (+92 bps). Score 34 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were below it. EBITDA margin rose 92 bps year on year. Revenue fell 7% from last quarter. Share price after the results: −1.3% in 28 days (Nifty 500: +1.3%).
  • Q1 FY26: Revenue ₹11,880 cr (−11% year on year), EBITDA ₹1,159 cr (−26% year on year), PAT ₹842 cr (−24% year on year), EBITDA margin 9.8% (−190 bps). Score 22 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 190 bps year on year. Revenue fell 4% from last quarter. Share price after the results: −8.2% in 28 days (Nifty 500: −0.1%).
  • Q4 FY25: Revenue ₹12,316 cr (−11% year on year), EBITDA ₹1,513 cr (+37% year on year), PAT ₹1,095 cr (+43% year on year), EBITDA margin 12.3% (+429 bps). Score 69 of 100, Above trend. Revenue growth was below the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 429 bps year on year. Profit rose ₹331 cr on a year ago, more than the ₹118 cr it added the year before. Share price after the results: −7.4% in 30 days (Nifty 500: +0.3%).
  • Q3 FY25: Revenue ₹12,227 cr (−17% year on year), EBITDA ₹1,248 cr (−27% year on year), PAT ₹902 cr (−26% year on year), EBITDA margin 10.2% (−135 bps). Score 9 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 135 bps year on year. Revenue fell 6% from last quarter.
  • Q2 FY25: Revenue ₹13,024 cr (+4% year on year), EBITDA ₹1,201 cr (−1% year on year), PAT ₹871 cr (+2% year on year), EBITDA margin 9.2% (−47 bps). Score 34 of 100, Below trend. EBITDA margin fell 47 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 21% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Petronet LNG Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.