Financial Results (Standalone and Consolidated) for FY 2025-26 are enclosed herewith.
PETRONET · price
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Petronet LNG reported FY2025-26 standalone revenue of Rs. 43,495 crore, down 14.7% from Rs. 50,980 crore in FY2024-25 due to Middle East geopolitical disruptions affecting LNG supplies from Qatar. Standalone PAT declined marginally to Rs. 3,843 crore from Rs. 3,926 crore. Consolidated PAT (after joint ventures) was Rs. 3,913 crore vs Rs. 3,973 crore. The auditors issued an unmodified opinion but included an Emphasis of Matter on recoverable Use or Pay (UoP) dues of Rs. 719.84 crore (net Rs. 413.02 crore after Rs. 306.82 crore provision) from customers with lower capacity utilization. One LNG cargo worth Rs. 258.53 crore remains stranded in the Persian Gulf due to Strait of Hormuz disruptions following the February 2026 Middle East conflict. Vessel owners have raised claims of Rs. 89.30 crore which the company contests. The Board recommended final dividend of Rs. 3 per share.
Revenue decline of ~15% reflects operational disruption from Middle East conflict; however, PAT decline was contained due to lower material costs. The UoP provisioning and stranded cargo add uncertainty around future cash flows and profitability. Dividend recommendation provides shareholder returns.