Petronet LNG

The move comes as India faces critical challenges in meeting the country's energy requirements amid the West Asia crisis, highlighting high energy import dependency and lack of storage infrastructure

Notably, the six-week-long war in West Asia has disrupted global energy supply. India is a net importer of natural gas, relying on overseas supplies for the majority of its consumption.

Petronet LNG shares have rebounded 18.28 per cent from their 52-week low of ₹235.35 per share, which was touched on March 23, 2026, on the NSE

Newer LNG terminals face viability risks as West Asia conflict cuts supplies, raises prices and weakens demand, even as India expands import capacity and dependence on overseas gas

In a month, Petronet LNG shares fell 15 per cent, compared to Sensex's fall of 10.5 per cent

The brokerage said the escalating West Asia crisis has raised risks for Petronet LNG's FY27 earnings, after Qatar's Ras Laffan LNG facility, which has export capacity of 77 mtpa

The brokerage noted that upstream players benefit from stronger realisations, while integrated players, such as Reliance, can be supported by stronger refining and petrochemical economics

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As tensions in West Asia disrupt oil and LNG flows through the Strait of Hormuz, Indian energy firms are invoking force majeure clauses to suspend contractual obligations amid rising maritime risks

Petronet LNG issued force majeure to QatarEnergy and its off-takers after LNG production was halted amid the West Asia crisis, saying the impact cannot be estimated at this point

Qatar is India's largest supplier of imported natural gas. Qatar supplies about 40 per cent of the nearly 27 million tonnes of (LNG) that India imports annually

Petronet LNG Ltd, India's biggest liquefied natural gas importer, on Thursday reported a 5 per cent rise in the December quarter net profit as usage at its Kochi terminal rose to an all-time high. Net profit of Rs 848 crore in October-December 2025 - the third quarter of the current 2025-26 fiscal year - compared with Rs 806 crore earnings in the same period a year back, a company statement said. The company which operates two facilities at Dahej in Gujarat and Kochi in Kerala for import of natural gas in its liquid form (LNG), saw overall volume throughput rise by 2 per cent to 228 trillion British thermal units. "Capacity utilisation of the (17.5 million tonnes a year) Dahej terminal stood at 94 per cent in the current quarter, up from 92 per cent in the previous quarter and 93 per cent in the corresponding quarter," it said. "The (5 million tonnes a year) Kochi terminal achieved the highest ever capacity utilization of 29 per cent in the current quarter. Kochi operations have be

Petronet LNG chief says any additional US LNG imports will hinge on pricing; Q3 consolidated net profit declines 2.4% to Rs 845.50 crore

The EPCC project at Gujarat's Dahej Petrochemical Complex includes LNG, ethane and propane storage tanks and handling facilities, supporting India's first integrated petrochemical complex

Petronet LNG is developing ethane unloading, storage and handling (USH) facilities with ethane storage tank capacity of 1,70,000 cubic meters at Dahej, Gujarat

According to Nuvama, the outlook for OMCs is clouded by high capital expenditure commitments and rising under-recoveries, which are set to keep return ratios suppressed.

On the bourses around 10:15 AM, Petronet LNG shares were struggling as the scrip was trading 1.31% lower at ₹273.95. In comparison, BSE Sensex was trading 0.29% lower at 83,289.99 levels.

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Adjusted PAT, excluding the impairment adjusted for tax, was ₹945 crore in Q1FY26. Reported PAT of ₹842 crore includes the impairment

Local lenders including Axis Bank, State Bank of India and Union Bank of India are considering to join the facility, which is among the company's largest fundraising exercises