Stockrabit · Analysts
Questions across 10 calls

Maulik Patel

Equirus

Petronet LNG Limited

Petronet LNG Limited CC-Jun25.pdf · 2025-07-28
Thanks for the opportunity. A couple of questions. One on the recent agreement you signed with Deepak Fertilisers for about 26 TBTU or approximately 1.1 million tons. Can you just tell the start date? And you mentioned that also 20% additional revenue option is there. So please, I mean, just detail that. And within that, is the pricing or the regas tariff is similar to what currently the customers are paying?
Got it. Got it. And we understand that GAIL has been working their Dabhol unit in this monsoon. Historically, you've been getting around 1 million ton kind of additional volume during the monsoon months when Dabhol doesn't work. Do you think that can continue? Or it was just only in June they got some volume, and July they are back to Dahej? Any clarity and thoughts on that side?
Petronet LNG Limited CC-Sep24.pdf · 2024-10-24
Just two questions. Can you just give some update on your Pet chem expansion? I mean, work has started or the appointment of the consultant, so any update on this will be really helpful.
Just one more question. In an earlier question you spoke at length about the renegotiation of the Ras Gas volume and the contract which you want to with an off takers right? So, is it fair to assume that before 2027, what kind of timeline you're looking to complete the negotiation with off-takers for this new contract of Ras Gas, because you signed a contract with Qatar, but you had to do with off-takers. So, when is that likely to get complete?

Hindustan Petroleum Corporation Limited

Indian Oil Corporation Limited

Indian Oil Corporation Limited CC-Sep25.pdf · 2025-10-28
Just one question. In the last three years, you have bought approximately 2.4 million tons of, and in a medium-term LNG. Two deals, I think you have done on an oil link, one with ADNOC and I think it is with Total. I am not sure. And third, which you have signed recently with 0.4, with Trafigura on a HS basis. So, this 2.4 million tons of LNG, which you are going to get, you are going to use it internally on your refineries. And what is basically you are going to market in a market?
But is there any strategy that you want to use more of the gas internally? Because there is the contract which you have signed is significantly lower than the current spot price. Spot is currently at $11. You are getting at around $12.5 for those crude-linked volumes. The price will be at around $9 somewhere on a DES basis. Will you use more of the gas internally for refinery and the cracking utilities?

Mahanagar Gas Limited

GAIL (India) Limited

Indraprastha Gas Limited

Indraprastha Gas Limited CC-Sep23.pdf · 2023-11-02
Thanks for the opportunity. So, few questions. Can we just break up your CNG sales, which you mentioned that 60%-65% is Delhi and the remaining is in other geography. So, within that, what has been the growth rate? I mean, for this quar ter, your CNG volume grew by almost around 3%. But what is the growth rate for the CNG for non-Delhi and for the Delhi?
So, what can be the contribution? So, let's assume out of 6.2 MMS CMD of CNG volume, approximately 65% is Delhi. What is for the Gurugram? What is for the Ghaziabad and Gautam Budh Nagar? And for the rest of the GAs? So sir, this can give at least a clarity that if your major output of the volume, which is Delhi, is facing a headwind in terms of EV for the buses and also the cab? The growth rate of the other part of the geography basis, like Gurugram, Ghaziabad and the newer GAs, the growth rate is higher, it can give comfort to the investors.