Any current/future new fundraising through debt or equity?

Petronet LNG has issued a Request for Proposal (RFP) to raise a rupee term loan of INR 12,000 crores. The loan is intended to finance their capital expenditure (capex) program. The capex program includes the enhanced 5 MMTPA land-based LNG terminal at Gopalpur Port, Odisha. The Gopalpur terminal project has an estimated investment of INR 6,355 crores, with a targeted completion timeline of approximately 3 years. The company plans to fund the Gopalpur terminal through a mix of debt and equity. For the current fiscal year, targeted capex is around INR 5,000 crores, which will be even higher next

Any current/future capex/capital investment/strategic investment?

Petronet LNG Limited has a lined-up capex program of around INR 30,000 crores, majorly allocated to the petchem plant. For the current year, targeted capex is around INR 5,000 crores, covering petchem, the third jetty, Gopalpur terminal, corporate office building, CBG plants, small-scale LNG, and LNG bunkering at Kochi. Capex for FY '27 expected to be even higher than FY '26. Board has approved an enhanced investment of INR 6,355 crores for a 5 MMTPA land-based LNG terminal at Gopalpur Port, Odisha, with a completion timeline of approximately 3 years. Financing planned through debt and equity,

Future growth expectations in sales/revenue/volumes?

India's LNG consumption is expected to more than double by 2028-2030, driving significant demand growth. PLL is expanding infrastructure to meet this demand, including the upcoming 5 MMTPA Gopalpur terminal targeted for operation around 2028. Pipeline connectivity improvements (e.g., Nagpur to Jharsuguda, Angul-Srikakulam, JHBDPL, Northeast grid) will support supply to major demand centers on India's Eastern Coast. Dahej terminal throughput showed a 10% QoQ growth; overall volume processed grew 7% QoQ. New contracts like the agreement with Deepak Fertilisers for approx. 1.1 million tons starti

Future growth expectations in earnings/operating earnings/profits/EPS?

Petronet LNG expects growth driven by expanding LNG capacity and infrastructure, particularly with the 5 MMTPA Gopalpur land-based terminal targeted for completion by 2028. The company foresees LNG consumption in India more than doubling by 2028-2030, boosting demand for their terminals. Capex plans include around INR30,000 crores focusing largely on petchem plants and expansion projects, supporting future earnings growth. Utilization of the new 5 MMTPA Gopalpur terminal is expected to start at 20% in 2028-29 and ramp up to 80-90%, enhancing revenue. Additional volumes from contracts like the

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Petronet LNG LtdQ2 FY25Gas

Petronet LNG Ltd Q2 FY25 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹281P/E: 10.1Market Cap: ₹39.5K CrSector: Gas

Management growth scorecard

Revenue

Category 2

Margin

Category 3

Fundraise

Yes

Order

N/A

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 2

→India's LNG consumption is expected to more than double by 2028-2030, driving significant demand growth.
→PLL is expanding infrastructure to meet this demand, including the upcoming 5 MMTPA Gopalpur terminal targeted for operation around 2028.
→Pipeline connectivity improvements (e.g., Nagpur to Jharsuguda, Angul-Srikakulam, JHBDPL, Northeast grid) will support supply to major demand centers on India's Eastern Coast.
→Dahej terminal throughput showed a 10% QoQ growth; overall volume processed grew 7% QoQ.
→New contracts like the agreement with Deepak Fertilisers for approx. 1.1 million tons starting mid-2026 will add volume.
→Expected LNG demand growth rate is around 6-7% annually post-2028, with terminal utilization ramping from ~20% to 80-90%.
→Global LNG supply additions (~180 MMTPA over next 3-4 years) and stable pricing will support affordable and sustained demand growth.

Margin guidance

Category 3

→Petronet LNG expects growth driven by expanding LNG capacity and infrastructure, particularly with the 5 MMTPA Gopalpur land-based terminal targeted for completion by 2028.
→The company foresees LNG consumption in India more than doubling by 2028-2030, boosting demand for their terminals.
→Capex plans include around INR30,000 crores focusing largely on petchem plants and expansion projects, supporting future earnings growth.
→Utilization of the new 5 MMTPA Gopalpur terminal is expected to start at 20% in 2028-29 and ramp up to 80-90%, enhancing revenue.
→Additional volumes from contracts like the 1.2 MMTPA Gorgon Phase 2 starting by end FY25-26 will contribute to earnings.
→Operational efficiencies and stable long-term pricing linked to oil prices help maintain profitability.
→Management is pursuing growth through capacity expansion, cost optimization, and market-aligned strategies, indicating positive EPS and profit outlook.

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Fundraise plans

Yes

→Petronet LNG has issued a Request for Proposal (RFP) to raise a rupee term loan of INR 12,000 crores.
→The loan is intended to finance their capital expenditure (capex) program.
→The capex program includes the enhanced 5 MMTPA land-based LNG terminal at Gopalpur Port, Odisha.
→The Gopalpur terminal project has an estimated investment of INR 6,355 crores, with a targeted completion timeline of approximately 3 years.
→The company plans to fund the Gopalpur terminal through a mix of debt and equity.
→For the current fiscal year, targeted capex is around INR 5,000 crores, which will be even higher next year.
→Other focused capex areas include the third jetty, petchem projects, corporate office, compressed biogas (CBG) plants, LNG bunkering, and small-scale LNG projects.

Order book

The provided transcript of Petronet LNG Limited's Q1 FY '26 earnings call does not explicitly mention the current or expected order book or pending orders details. However, relevant information related to projects and capex plans includes: - Request for Proposal (RFP) floated for a rupee term loan of INR 12,000 crores to fund the capex program. - Capex program planned around INR 30,000 crores, majorly for the petchem plant. - Approved investment of INR 6,355 crores for setting up a 5 MMTPA land-based LNG terminal at Gopalpur. - Ongoing construction and tendering activities for PDH-PP project packages (11 LLIs and 13 packages mostly tendered). - Third jetty at Dahej under construction, targeted completion by 2027. - Infrastructure works like pipelines being laid to connect terminals, including Gopalpur (about 35 km from trunk pipeline, pipeline being developed). No direct numeric data on order book or pending orders is provided in the transcript.

Capex plans

Yes

→Petronet LNG Limited has a lined-up capex program of around INR 30,000 crores, majorly allocated to the petchem plant.
→For the current year, targeted capex is around INR 5,000 crores, covering petchem, the third jetty, Gopalpur terminal, corporate office building, CBG plants, small-scale LNG, and LNG bunkering at Kochi.
→Capex for FY '27 expected to be even higher than FY '26.
→Board has approved an enhanced investment of INR 6,355 crores for a 5 MMTPA land-based LNG terminal at Gopalpur Port, Odisha, with a completion timeline of approximately 3 years.
→Financing planned through debt and equity, including a rupee term loan request of INR 12,000 crores to fund the capex program.
→Projects underway include Dahej terminal expansion (17.5 to 22.5 MMTPA), third jetty construction expected by 2027, and petchem plant development.

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