PETRONET

T PHYSICAL ANALYST MEET KEY TAKEAWAYS

➝ Expect good demand for gas, which is expected to grow at 6-7% in the coming years. ➝ Expanding its infra-regas capacities, tanks, jetty, and a new green field LNG terminal in the East Coast. ➝ For Small scale LNG, tied up with IOCL and have set up 4 stations, near commissioning now. ➝ Will set up a company-owned, company-operated LNG station in Kochi. ➝ Target Rs 100000 crore of turnover in 5-year time with Rs 10000 crore PAT. ➝ Tariff increases of 5% are assured till the contract is in place. ➝ In discussion with the off-takers, as it still has one of the lowest regas tariffs. ➝ Volumes have improved as of Q2FY26.