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Petronet LNG

Q4 FY26Gas

Petronet LNG Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹293
Market cap₹44.0K Cr
P/E10.4
Updated23 Aug 2026
Read4 min read

The short version

Utilization expected to increase with the commissioning of Kochi-Bangalore pipeline by the first half of FY '27, connecting to the national gas grid and opening new markets. Management is optimistic about future growth, expecting a "brighter picture" in financials once the Gulf situation improves (Page 17).

From Petronet LNG's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Utilization expected to increase with the commissioning of Kochi-Bangalore pipeline by the first half of FY '27, connecting to the national gas grid and opening new markets.
  • Optimism about normalization of supply from Qatar Energy by June, leading to improved volumes and operations.
  • New spot cargos and volumes from diverse sources like the US, Oman, Mozambique, Nigeria, Congo, Mauritania, Senegal expected to support volume growth.
  • Incremental demand from customers like Gujarat Gas projected to increase volumes by about 6%-7%, equivalent to ~1.5 million tons per annum.

2 more points management made on revenue & sales performance

Profitability & Margins

See what Petronet LNG said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • FY '27 CAPEX guidance: Around INR 9,000 crores, similar to FY '26.
  • Major CAPEX for FY '27: Approximately INR 7,500 crores allocated to the Petchem project.
  • Additional CAPEX for FY '27 includes:
  • Third jetty construction: Around INR 600 crores.
  • Gopalpur terminal construction start: INR 300-400 crores planned.
  • Fifth small scale LNG plant at Kochi: Land acquired; INR 70 crores planned.
  • Future storage expansions:
  • Two tanks planned at Gopalpur project (board-approved).
  • One additional tank planned at Kochi terminal (~INR 1,200 crores).

2 more points management made on capital expenditure plans

Top-ranked in Gas

Ranked on what management guided this quarter

5x potential
1Aegis Logistics
Rev 2Mar 3
2IRM Energy
Rev 2Mar 3
3
Rev 3Mar 3
4
Rev 3Mar 3
5
Rev 3Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Petronet LNG said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript from the provided pages does not explicitly mention current or expected orderbook or pending orders for Petronet LNG Limited. The discussion primarily focuses on: - Utilization levels of LNG terminals and the impact of the Gulf conflict on supply. - Status of contracts like the new ExxonMobil contract and additional agreements with Equinor.

2 more points management made on order book & pipeline

Petronet LNG — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹9.4K Cr, net profit ₹1.4K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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What Petronet LNG's management said in earlier quarters

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Frequently Asked Questions

What were Petronet LNG Q4 FY26 results?

Utilization expected to increase with the commissioning of Kochi-Bangalore pipeline by the first half of FY '27, connecting to the national gas grid and opening new markets. Management is optimistic about future growth, expecting a "brighter picture" in financials once the Gulf situation improves (Page 17).

What is Petronet LNG share price analysis?

Petronet LNG currently shows a neutral. The stock trades at a P/E of 10.4 with a market cap of ₹43,950 Cr. Investors should review the full earnings analysis for detailed insights.

Is Petronet LNG planning capital expenditure?

FY '27 CAPEX guidance: Around INR 9,000 crores, similar to FY '26.

Keep Petronet LNG on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.