Petronet LNG Share: Analysts ne kiya Target ₹310, 'Accumulate' karne ki Salah!

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AuthorRiya Kapoor|Published at:
Petronet LNG Share: Analysts ne kiya Target ₹310, 'Accumulate' karne ki Salah!
Overview

Arre suno, Petronet LNG ke liye ek badi khabar hai! Prabhudas Lilladher naam ke brokerage ne stock ko 'Accumulate' karne ki salah di hai aur uska target price bhi ₹310 tak badha diya hai.

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Toh bhaiyon, yeh upgrade aaya hai kuch mix results ke baad. Company ke third-party volumes toh 6.8% badhe hain YoY, lekin long-term contracts mein 24.6% ki kami aur sequential demand mein 6.0% ki girawat aayi hai. Isse thoda volumes ka scene mixed raha.

Par tension nahi! Higher margins aur trading gains ki wajah se EBITDA toh stable raha, jo ₹13.7 billion tha (jo 6.8% YoY up hai). Haan, PAT thoda gira 16.3% QoQ, ₹8.4 billion pe aa gaya, par YoY basis pe flat hi tha. Matlab, company ne manage kar liya hai situation ko.

Aur ek achhi baat yeh hai ki Dahej mein company ne 5 mmtpa capacity badha li hai, ab total capacity 22.5 mmtpa ho gayi hai. FY27 tak ₹90 billion ka capex bhi plan hai, jisme se ₹75 billion petchem project ke liye hai. Investors supply diversification aur LNG storage capacity growth par nazar rakhenge.

Future volumes ke liye bhi good news hai. April 2026 se ExxonMobil aur May 2026 se Equinor ke saath naye contracts start honge. FY27 mein volumes 16.1 mmtpa rehne ki umeed hai (jo FY26 ke 17.6 mmtpa se kam hai kyunki Dahej mein shuru mein utilization kam hoga). Lekin FY28 tak yeh 18.6 mmtpa tak pahunch jayenge jab operations normal ho jayenge. Analysts log FY28 ke earnings par 10x multiple laga rahe hain, isliye target price ko ₹310 kar diya hai, jo pehle 9x multiple par ₹269 tha.

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