Confidence Petroleum India Limited — PPTs, 27-08-2026: Investor Presentation

Confidence Petroleum reported a stellar Q1 FY27, achieving its highest-ever quarterly performance. Consolidated revenue surged 117% YoY to INR 2,408 Cr, with EBITDA up 64% to INR 147 Cr, and PAT more than tripling to INR 62.60 Cr (EPS: 1.86). This growth was largely volume-led across LPG businesses, supported by diversified sourcing and stable margins despite higher LPG prices.

The company is focused on expanding its energy infrastructure, targeting 500 Auto LPG stations and increasing CNG stations in Bengaluru to 100, while exploring new cities. Strategic backward integration, like potential coastal storage terminals, aims to strengthen the supply chain and boost efficiency. Initiatives like 'Gin Kar Lo, Gin Kar Do' are deepening customer relationships.

Recent wins include a significant expansion of GoGas dealer and HoReCa networks, alongside new industrial bulk LPG customers. Capex for the Type 4 high-pressure cylinder plant is complete, pending orders. Management expects continued 10-15% quarter-on-quarter growth, driven by India's expanding LPG market (projected 40-42 million metric tons by FY2030) and improved asset utilization. Higher volumes and backward integration are set to further enhance margins.