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Petronet LNG Limited Q4 FY25 earnings call summary

NSE: PETRONET · BSE: 532522

Earnings call of 20 May 2025, summarised by AI from the filing.

FY26 capex ₹4,500-5,000 cr, including ₹2,500 cr for Dahej petrochemical project.

Key takeaways

  1. Capex guidance FY26 capex ₹4,500-5,000 cr, including ₹2,500 cr for Dahej petrochemical project.
  2. Dahej expansion Expansion from 17.5 to 22.5 million tons expected ready for commissioning within next 3-4 months.
  3. Qatar contract 7.5 million ton Qatar SPA renewed for 20 years from 2028 to 2048; downstream agreements expected shortly.
  4. Q4 volume decline Dahej Q4 volume fell to 189 TBTU from 219 TBTU on higher spot prices and fertilizer plant shutdowns.

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.