Positron Energy Limited — Investor Meet, 25-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Positron Energy delivered FY26 revenue of 442 Cr, EBITDA of 28.55 Cr, and PAT of ~20 Cr. H2FY26 drove strong growth, increasing the average daily gas portfolio to 11,000 MMBTU and exceeding 100 MMSCM in sales.

Targeting 15,000 MMBTU/day for FY27, Positron aims for continued expansion. Management noted West Asia supply disruptions leading to higher-priced alternate RLNG, but anticipates maintaining margins as all fuel costs rise. Cash reserves back new contracts and expansion, not shareholder returns. The company focuses on diversified sourcing and "one-stop solutions" for industrial clients. Positron expresses confidence, aligning with India's goal to increase gas in the energy mix to 15% by 2030.