Positron Energy Limited — Investor Meet, 20-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Positron Energy's H1FY26 revenue was 156.88 Cr, with EBITDA at 4.74% and PAT at 3.19%. The order book stands at 495.79 Cr, primarily from natural gas sales. Margin compression in H1 was attributed to spot purchases and low crude oil prices, but management expects 3-5% margins going forward due to new long-term contracts. A strategic agreement for CY2026 is expected to add 378 Cr revenue. The company expanded its footprint and secured empanelment for gas supply to the fertilizer sector, a major breakthrough. Management expressed confidence in scaling the business, requesting investor patience.