Positron Energy Limited — PPTs, 14-05-2026: Investor Presentation

Positron Energy, a natural gas reseller and aggregator, reported strong H2 FY26 performance. Revenue from operations soared 81.84% HoH to ₹285.27 Cr, bringing full-year FY26 revenue to ₹442.15 Cr (up 31.27% YoY). Profit After Tax (PAT) for H2 FY26 surged 200.79% HoH to ₹15.04 Cr, resulting in a full-year PAT of ₹20.04 Cr (up 12.70% YoY).

The company demonstrated robust operational momentum, securing new orders worth ₹6.04 Cr from Gujarat Gas and onboarding new clients like Aavantika Gas and BPCL. It expanded its industrial market footprint, laid 60+ kms of pipeline, and maintained 100% gas delivery accuracy.

Positron's strategic roadmap targets expansion into new industrial clusters, client diversification, and cost optimization. With an impressive order book of ₹557.65 Cr (~1.3x FY26 revenue), the company has strong revenue visibility. Its balance sheet remains healthy with ₹81 Cr cash and a low 0.05x debt-to-equity ratio.