|
04 May 2025 |
Petronet LNG
|
Consensus Share Price Target
|
312.40 |
321.84 |
- |
3.02 |
hold
|
|
|
|
|
29 Jan 2025
|
Petronet LNG
|
Prabhudas Lilladhar
|
312.40
|
276.00
|
301.40
(3.65%)
|
Target met |
Sell
|
|
|
|
|
28 Jan 2025
|
Petronet LNG
|
Motilal Oswal
|
312.40
|
330.00
|
290.55
(7.52%)
|
5.63 |
Neutral
|
|
|
Petronet LNG’s 3QFY25 revenue came in below our estimates, as total volumes stood below our estimates, primarily due to lower third-party cargos. While EBITDA was also marginally below estimates, higher-thanexpected other income led to PAT coming in-line with our estimates.
|
|
28 Jan 2025
|
Petronet LNG
|
Emkay
|
312.40
|
390.00
|
290.55
(7.52%)
|
24.84 |
Buy
|
|
|
PLNG posted Q3FY25 adj SA EBITDA of Rs12.8bn and APAT of Rs8.9bn, which were in-line. Provision on Use or Pay (UoP) was Rs1.5bn, while UoP income booked for CY24 was Rs1.17bn.
|
|
26 Dec 2024
|
Petronet LNG
|
Geojit BNP Paribas
|
312.40
|
393.00
|
344.75
(-9.38%)
|
25.80 |
Accumulate
|
|
|
|
|
25 Oct 2024
|
Petronet LNG
|
BOB Capital Markets Ltd.
|
312.40
|
340.00
|
337.55
(-7.45%)
|
Target met |
Hold
|
|
|
Q2 underlying EBITDA broadly in line factoring in UOP adjustments; Dahej utilisation can hold up in Q3 if LNG prices remain range bound
|
|
24 Oct 2024
|
Petronet LNG
|
Motilal Oswal
|
312.40
|
385.00
|
338.55
(-7.72%)
|
23.24 |
Neutral
|
|
|
Petronet LNG (PLNG) 2QFY25 EBITDA came in 9% below our estimates at INR12b. Dahej utilization was down 9pp QoQ at 102%, while Kochi utilization stood at 22% (flat QoQ).
|
|
02 Oct 2024
|
Petronet LNG
|
Emkay
|
312.40
|
425.00
|
344.10
(-9.21%)
|
36.04 |
Buy
|
|
|
We upgrade PLNG to BUY from Add and raise our TP by 16% to Rs425/sh. We reiterate our positive view on the back of a steady outlook and attractive valuation.
|
|
06 Aug 2024
|
Petronet LNG
|
Geojit BNP Paribas
|
312.40
|
397.00
|
356.85
(-12.46%)
|
27.08 |
Accumulate
|
|
|
|
|
25 Jul 2024
|
Petronet LNG
|
Prabhudas Lilladhar
|
312.40
|
266.00
|
365.35
(-14.49%)
|
14.85 |
Sell
|
|
|
|
|
24 Jul 2024
|
Petronet LNG
|
Motilal Oswal
|
312.40
|
380.00
|
350.60
(-10.90%)
|
Target met |
Neutral
|
|
|
Petronet LNG (PLNG) recorded lower-than-estimated EBITDA of INR13.7b in 1QFY25. Dahej utilization was up 13% QoQ at 112%, while Kochi utilization stood at 22% (+1.6pp YoY).
|
|
24 Jul 2024
|
Petronet LNG
|
ICICI Securities Limited
|
312.40
|
270.00
|
350.60
(-10.90%)
|
Target met |
Sell
|
|
|
Petronet LNG (PLNG) has reported 32% YoY (42% QoQ) improvement in EBITDA to INR 15.6bn and 45/55% YoY/QoQ rise in adjusted PAT to INR 11.4bn. Volume of 248tbtu at Dahej reached an 11-quarter high.
|
|
25 May 2024
|
Petronet LNG
|
BOB Capital Markets Ltd.
|
312.40
|
260.00
|
305.40
(2.29%)
|
Target met |
Sell
|
|
|
Q4 EBITDA missed consensus on provisions for delayed TOP recovery and inventory loss; provisions to muddle EBITDA reporting till FY26
|
|
19 Apr 2024
|
Petronet LNG
|
FundsIndia
|
312.40
|
352.00
|
300.15
(4.08%)
|
Target met |
Buy
|
|
|
|
|
02 Nov 2023
|
Petronet LNG
|
BOB Capital Markets Ltd.
|
312.40
|
220.00
|
195.00
(60.21%)
|
Target met |
Hold
|
|
|
PLNG has approved the PDHPP project at a capital intensity of US$ 3,000-3,650/t
|
|
31 Oct 2023
|
Petronet LNG
|
Prabhudas Lilladhar
|
312.40
|
208.00
|
199.60
(56.51%)
|
Target met |
Hold
|
|
|
|
|
31 Oct 2023
|
Petronet LNG
|
ICICI Securities Limited
|
312.40
|
210.00
|
201.70
(54.88%)
|
Target met |
Hold
|
|
|
Petronet LNG (PLNG) reported a 4% YoY improvement in EBITDA to INR 12.1bn and a 10% YoY rise in PAT to INR 8.2bn, up 3/4% QoQ. Management has raised the estimated investment on the PDHPP plant (nameplate capacity of ~0.75mtpa of PDH, split into 0.25kt of Propylene, 0.5mt of Polypropylene) at an investment of INR 210bn.
|
|
26 Sep 2023
|
Petronet LNG
|
BOB Capital Markets Ltd.
|
312.40
|
275.00
|
240.25
(30.03%)
|
Target met |
Hold
|
|
|
Volume revival surprised in H1FY24 but further upside constrained by higher availability of domestic gas in the near term
|
|
01 Aug 2023
|
Petronet LNG
|
ICICI Securities Limited
|
312.40
|
235.00
|
233.55
(33.76%)
|
Target met |
Hold
|
|
|
Petronet LNG (PLNG) has reported a steady 11% YoY improvement in EBITDA to INR 11.8bn and a 13% YoY rise in PAT to INR 7.9bn, up 25/29% QoQ, in line with I-Sec estimates. Dahej (in Gujarat) volumes of 217tbtu improved materially, rising 11/26% YoY/QoQ, respectively, while Kochi (in Kerala) volumes of 13tbtu rose 8% YoY, flat QoQ.
|
|
31 Jul 2023
|
Petronet LNG
|
Motilal Oswal
|
312.40
|
225.00
|
233.55
(33.76%)
|
Target met |
Neutral
|
|
|
|
|
31 Jul 2023
|
Petronet LNG
|
Sharekhan
|
312.40
|
265.00
|
224.60
(39.09%)
|
Target met |
Buy
|
|
|
|