Positron Energy Limited — PPTs, 12-11-2025: Investor Presentation

Positron Energy posted strong financial results for the half-year, with revenue from operations soaring 124.8% YoY to ₹156.88 Cr. Profit After Tax (PAT) grew 5.39% to ₹5.00 Cr, and EBITDA increased 9.38% to ₹7.44 Cr. The company delivered 152.45 Lakh MMBTu in the first half of the fiscal year.

Positron is driving growth by expanding into new industrial clusters and geographies, diversifying its client base, and securing long-term supply agreements. Strategic focus areas include integrating CRM for better customer engagement and emphasizing direct bilateral sales.

Recent highlights include signing a long-term Gas Sale & Purchase Agreement (GSPA) for calendar year 2026, valued at an estimated ₹378 Cr, for R-LNG supply. The company also secured supply orders worth ~₹150 Cr for H2 FY25-26 and ~₹250 Cr for FY26-27, boosting its unexecuted order book to ~₹495.79 Cr. Positron has expanded its operational footprint, added new customers, and signed long-term sourcing deals with major NOCs.

Management's outlook focuses on cost optimization, strengthening lead management, and pursuing strategic partnerships to capture market share, aligning with India's cleaner energy transition.