PETRONET LNG LTD.

Petronet LNG Ltd (PLL) has approved a proposal to form a 50:50 Joint Venture (JV) company with Gruner Renewable Energy Private Limited. This JV will focus on establishing 10 Compressed Biogas (CBG) plants, each with a capacity of 18 metric tons per day, across India. The estimated capital outlay for this venture is Rs. 1,200 crore. Further details will be provided upon the incorporation of the JV. The decision was made during the Board Meeting held on September 17, 2026.

Petronet LNG Ltd has informed the stock exchanges that its Board of Directors, in a meeting held on September 17, 2026, took note of a fine levied by the exchanges. This action is in compliance with SEBI (LODR) Regulations, 2015, and a SEBI Master Circular dated January 30, 2026. The company was required to place the non-compliance issue and the exchange's subsequent actions before the Board and inform the exchanges of the Board's comments for dissemination. The filing serves as an update on this regulatory compliance matter.

Petronet LNG Limited (PLL) has announced its participation in the 22nd UBS India Summit on September 10, 2026. The company will engage in one-to-one and group meetings with analysts in Mumbai. PLL has explicitly stated that no unpublished price-sensitive information will be shared during these interactions. This event provides an opportunity for analysts to gain insights into the company's performance and future outlook.

Petronet LNG Ltd (PLL) has announced its participation in the J.P. Morgan India Conference 2026. The company will attend one-to-one or group meetings as part of this conference, scheduled to be held in Mumbai on September 21, 2026. PLL has stated that no unpublished price-sensitive information will be shared during these interactions. This event is part of the company's engagement with analysts and investors.

Petronet LNG Ltd has submitted its Business Responsibility and Sustainability Report (BRSR) for the financial year 2025-26. This report follows the earlier submission of the Annual Report and Notice of the 28th AGM. The BRSR details the company's corporate identity, business activities primarily focused on LNG import and RLNG sales (accounting for 92.63% of turnover), operational locations, market served, and employee details. The report is prepared on a standalone basis and has obtained reasonable assurance from M/s V. Sankar Aiyar & Co.

Petronet LNG Ltd has announced its 28th Annual General Meeting (AGM) will be held on Monday, September 28, 2026, at 3:00 P.M. (IST). The meeting will be conducted through Video Conferencing (VC) and Other Audio-Visual Means (OAVM), in compliance with the Companies Act, 2013 and relevant Ministry of Corporate Affairs circulars. The Annual Report for the financial year 2025-26, which includes the AGM notice, has been enclosed. Details regarding the record date for final dividend, e-voting, and dividend payment were previously communicated. The Annual Report and AGM notice are also available on the company's website and the NSDL e-voting portal. Resolutions passed will be effective from the AGM date.

Petronet LNG Ltd has announced its 28th Annual General Meeting (AGM) will be held on Monday, September 28, 2026, at 3:00 PM IST via Video Conferencing (VC)/Other Audio-Visual Means (OAVM). The company has attached its Annual Report for the financial year 2025-26, which includes the AGM notice. Details regarding the record date for final dividend, e-voting, and dividend payment were previously communicated. The Annual Report and AGM notice are also available on the company's website and the NSDL e-voting portal. Resolutions passed will be effective from the AGM date.

Petronet LNG Ltd has announced its 28th Annual General Meeting (AGM) will be held on Monday, September 28, 2026, at 3:00 p.m. via Video Conferencing (VC)/Other Audio-Visual Means (OAVM). The remote e-voting period will commence on Thursday, September 24, 2026, at 9:00 a.m. (IST) and conclude on Sunday, September 27, 2026, at 5:00 p.m. (IST). The cut-off date for determining shareholder eligibility for voting is Monday, September 21, 2026. The company also confirmed the record date for its final dividend for FY 2025-26 as Friday, June 12, 2026. The proposed final dividend is ₹3.00 per equity share, subject to declaration at the AGM and applicable TDS.

Petronet LNG Limited (PLL) has announced its participation in an Analyst Meet scheduled for September 1, 2026. The event, titled 'Ashwamedh – Elara India Dialogue 2026', will involve One-to-One/Group Meetings and will take place in Mumbai. The company has confirmed that no unpublished price-sensitive information will be disclosed during this interaction. This engagement is part of PLL's ongoing efforts to communicate with the investment community and provide updates on its business.

Petronet LNG's consolidated PAT (JV-inclusive, primary basis) came in at ₹1,137.14 Cr for Q1 FY27, up 35.1% YoY from ₹841.88 Cr but down 17.0% QoQ from ₹1,370.74 Cr. The headline profit growth sits alongside a collapse in revenue from operations to ₹5,557.84 Cr — down 53.2% YoY and 41.1% QoQ — making this a quarter where the bottom line and top line tell opposite stories. Standalone PAT of ₹1,132.72 Cr (EPS ₹7.55) tracks the consolidated print (EPS ₹7.58) closely, so there is no material standalone-consolidated divergence to flag. We found no specific street consensus estimate for this quarter's PAT or revenue in available previews, so vs-street is unknown; management's Q3 FY26 guidance (Dahej/Kochi utilization targets, ~₹9,000 Cr FY27 capex) predates the disruption and isn't directly testable against this print, so guidance conformity is also unknown for this quarter. The revenue collapse is a direct consequence of the Force Majeure declared on Petronet's long-term SPA with QatarEnergy: per Note 4 of the filing, escalating Middle East hostilities disrupted Strait of Hormuz transit from 28 February 2026, and the resulting Force Majeure conditions meant no LNG cargo was loaded under the SPA at all during the quarter ended 30 June 2026 — a continuation of conditions that began in March. Despite that, net profit margin expanded sharply to 19.73% of total income, from 14.22% in Q4 FY26 and just 6.96% a year ago, because cost of materials consumed fell to 66.6% of revenue from operations versus 82.0% (QoQ) and 87.4% (YoY) — a mix/inventory effect (including realisation of a previously stranded cargo delivered in June, per Note 4) rather than genuine volume-driven operating leverage. Sequentially, PAT actually declined 17% as the Q4 FY26 base had benefited from a one-off ₹495.79 Cr impairment reversal that is absent this quarter (Q1 FY27 carries a ₹100.86 Cr impairment charge instead). Two Emphasis-of-Matter items from the auditors underline near-term risk beyond the P&L: Use-or-Pay receivables of ₹661.03 Cr gross (₹312.17 Cr net of a ₹348.86 Cr provision) remain outstanding, with the company having waived ₹58.81 Cr of UoP dues to the P&L this quarter as part of a CY2023 settlement mechanism; and claims by the owners of Petronet's three dedicated (and now largely idle) LNG vessels have grown to ₹348.13 Cr as of 30 June 2026 from ₹89.30 Cr at 31 March 2026, unprovided for as management and legal advice consider them untenable, with arbitration ongoing. The quarter's only company-specific corporate action was the results approval itself (board meeting held 12 August 2026); the trading-window closure and the 24 July clarification on Force Majeure extension rumours both tie directly to the supply disruption rather than being independent news. Going into Q2 FY27, the print sets up a business where reported profitability is currently decoupled from underlying regasification volumes. Whether that decoupling persists depends on how quickly Qatari cargo flow resumes and the trajectory of UoP recoveries and vessel-owner claims outlined above.