Petronet LNG Ltd (PETRONET) Q4FY26 Management Mirror - Mar-2026 Qtr
Volume & Utilization Outlook
Management pushed the target for realizing significant Kochi terminal utilization gains to H1 FY27 pending completion of the Kochi-Bangalore pipeline, representing a sequential delay from the Jun'26 target set in the Dec'25 Qtr and the initial Mar'26 target established in the Sep'25 Qtr; concurrently, Dahej utilization is expected to steadily improve from the Mar'26 Qtr level of 53% as Qatar supplies normalize by early Jun'26 and new contracts add 1 million tons. [Status: Downgraded]
3 more themes on the ELITE plan.