Transcript of conceal held on May 5, 2026 is attached herewith

Petronet LNG reported its highest ever quarterly profit in Q4 FY26 with PAT of Rs 1,338 crore (up 25% YoY) and PBT of Rs 1,795 crore, driven by Rs 630 crore UOP dues received and Rs 95 crore inventory gain. For full year FY26, PAT stood at Rs 3,843 crore. Dahej terminal processed 201 TBTU in Q4 with 90.1% utilization, though March utilization dropped sharply to 53% due to the Gulf conflict affecting Qatar supplies. The company received its first cargo under the Exxon contract in April and expects ~1 million tons of additional volume from new contracts (Exxon and Equinor) in FY27. CAPEX for FY27 is budgeted at Rs 9,000 crore, primarily for the petchem project (Rs 7,500 crore), third jetty (Rs 600 crore), and Gopalpur terminal (Rs 300-400 crore). Management expects Qatar supply to resume within 3-4 weeks after the conflict ends and maintained its dividend payout guidance in absolute terms.