Petronet LNG Limited — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Petronet LNG posted strong Q4 FY26 results: record quarterly PBT of INR 1,795 crore and PAT of INR 1,338 crore. Dahej saw 90.1% Q4 utilization, though March was 53% due to Gulf conflict. Kochi hit a record 68 TBTU annual throughput. Management is optimistic, expecting Qatar supplies to resume post-conflict and new Exxon/Equinor contracts to add ~1 million tons. The company is diversifying gas sources and targets INR 9,000 crore FY27 CAPEX for petchem and storage. A final dividend of INR 3 per share was declared, signaling steady performance.