UoP receivables collection delay
₹49 cr UoP charge for CY22 due by Dec 2025 but not yet received; bank guarantees valid till March 2026.
medium · analyst_question
Petronet LNG Limited — Q3 FY26
Petronet LNG reported a mixed Q3 FY26 with PAT of ₹848 cr (down 2.2% YoY) despite record capacity utilization at Kochi terminal at 29% and Dahej at 94%.
bullish
high
✓ Verified against BSE filing
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Gopalpur terminal environmental clearance pending
Ministry of Environment sought clarifications; positive outcome expected but timeline uncertain.
medium · management_commentaryLong-term contract renewal negotiations
Renewal of 7.5 MTPA capacity agreements with GSPC, IOC, BPCL under discussion; commercial terms undisclosed.
medium · analyst_questionLNG price sensitivity for power sector
Power sector demand materializes only at LNG prices around $7-8/mmBtu; current prices may not sustain.
high · data_observation