PETRONETNSEPetronet LNG Limited· GasHighNeutral
Announced Mon, 4 May · 16:17 IST

Petronet LNG Limited has submitted to the Exchange, the financial results for the period ended March 31, 2026.

Emphasis Of MatterRevenue DeclineResults View source PDF

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AI summary

Petronet LNG has reported standalone PAT of Rs 3,842.67 crore for FY2026, marginally lower than Rs 3,926.37 crore in FY2025. Consolidated PAT including joint ventures stood at Rs 3,912.53 crore vs Rs 3,972.68 crore in the previous year. Revenue from operations declined to Rs 43,494.91 crore from Rs 50,979.56 crore, a drop of about 14.7%. The company declared a final dividend of Rs 3 per share. The auditors issued an unmodified (clean) opinion on both standalone and consolidated results. The filing contains an Emphasis of Matter regarding Use-or-Pay (UoP) dues of Rs 719.84 crore (gross) from customers due to lower capacity utilisation, with a provision of Rs 306.82 crore created. A recovery mechanism has been approved and Rs 630.04 crore was recovered during the year. Additionally, Middle East armed conflict from 28th February 2026 triggered Force Majeure notices, disrupting LNG cargo loading from Qatar and operations remain affected.

Likely market impact

PAT decline is modest but revenue dropped significantly due to Middle East conflict disruption. The UoP dues recovery progress is positive but significant receivables remain outstanding. Shareholders face uncertainty from geopolitical disruptions to LNG supply chain.