Prolonged Gulf conflict disrupting Qatar supplies
Dahej utilization dropped to 53% in March; if the crisis continues, volumes and earnings could be materially impacted.
PETRONETLNG / Q4-FY26 / risks
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Petronet LNG · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Dependence on spot LNG at elevated prices
Spot cargoes purchased at ~$20/MMBtu in March; sustained high spot prices could compress margins for third-party volumes.
Capex execution risk on petrochemical project
₹7,500 crore petrochemical capex is a large outlay; any delays or cost overruns could strain balance sheet.