Stockrabit · Analysts
Questions across 3 calls

Probal Sen

Firm not listed in source transcripts

Petronet LNG Limited

Petronet LNG Limited CC-Jun25.pdf · 2025-07-28
Yes, while the queue assembles, this is Probal here, sir, if I can disturb for a couple of questions. One was on the broader LNG market that we see at this point of time. We've been hearing about the kind of capacities that are coming up globally in terms of liquefaction and, obviously, Indian players have also tied up a lot of capacities for offtake. So how do we see the market evolving for Indian customers? What kind of mix do you see between long term and short term and what kind of pricing scenario do you see?
Right, sir. Moderator, can we take one last question?

GAIL (India) Limited

GAIL (India) Limited CC-Sep23.pdf · 2023-10-31
Thank you for the opportunity Sir. Congratulations on strong set of numbers I have a couple of questions, one with respect to the LPG and petrochemical prices which have been subdued over the last couple of quarters now we have obviously seen Asia propane prices starting to recover from the last few months just wanted to understand that when should we expect to see the impact of the slightly better LPG prices or propane prices in our numbers does Q3 so far look much stronger compared to Q2 and similarly in terms of petrochemicals there is an element of oversupply in the near term that is developing because of additional commissioning of HMELs plant and other capacities coming on stream as well so how are we looking at the pricing scenario given that we are also making significant investments in adding to our petrochemical capacities in the next three to four years just these two questions and the last question was with respect to the trading run rate I know you have often said this before that predicting a run rate is very difficult but what sort of EBITDA run rate should we work with for the second half given that the number this quarter has definitely beaten the expectations.
I was asking Sir if a follow up in terms of petrochemical volumes then can we expect a gradual pickup in terms of volume run rate for the next few quarters.