Petronet LNG Limited — Investor Meet, 27-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Petronet LNG posted a record FY25 profit before tax of INR5,275 Cr (+11% YoY) and PAT of INR3,926 Cr, driven by a record LNG throughput of 934 TBTU. Q4 PBT rose 45% YoY to INR1,446 Cr despite volume impact from fertilizer shutdowns. Dahej terminal’s capacity expansion to 22.5 MT is near commissioning, supporting 5%-6% annual volume growth. The Dahej petrochemical project and Gopalpur LNG terminal are progressing with planned capex of INR4,500-5,000 Cr and INR300 Cr in FY26 respectively. Management is confident on tariff hikes, strong pipeline connectivity, and operational momentum.