Petronet LNG
Printed From: The Equity Desk
Category: Investment Ideas - Creating winning portfolios!
Forum Name: Stock Synopsis
Forum Discription: A bried discussion of companies on very specific matters. Normally this is the prelude for further research as always members would be discussing quality companies with good management only
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=1211
Printed Date: 21/Apr/2025 at 4:21pm
Topic: Petronet LNG
Posted By: mandarj
Subject: Petronet LNG
Date Posted: 11/Sep/2007 at 8:31am
|
Hi,
Please let me know your thoughts on Petronet LNG. Is that a good buy for long term ?
Thanks
|
Replies:
Posted By: basant
Date Posted: 11/Sep/2007 at 8:55am
|
I have no idea on this but a few friends who follow fundamentals are bullish on this one. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: mandarj
Date Posted: 12/Sep/2007 at 10:14am
|
Hi, Can any one with figures like PE and PEG, help me understand the metrics of this stock ? Please help Mandar |
Posted By: gaurav12123
Date Posted: 14/Dec/2010 at 12:22pm
|
Stock hits life high Today .
any one know reason? |
Posted By: datta.supratik
Date Posted: 14/Dec/2010 at 12:51pm
|
I beleive some brokerage houses have come out that it would have a 25% cagr over b/w 2011-2013 ~Supratik
|
Posted By: witseo
Date Posted: 14/Dec/2010 at 2:53pm
|
petronet lng ltd is up today at 128.
------------- http://www.hionstocks.com |
Posted By: commnman
Date Posted: 18/Jan/2011 at 7:58pm
|
Surprised why TED's not active in this counter. PSU is it?
Q3 results out and this liquid gas is really solid ! Total Income up 61.6% to 3627.64 Cr from 2244.59 Cr. EBIDTA up 65.6% to 345.61 Cr from 208.75 Cr. Net Profit up a whopping 105.3% to 170.84 Cr from 83.21 Cr. EBIDTA margins at 9.53% V/s 9.30% Net profit margins at 4.71% V/s 3.71% Raw materials to sales ratio is stable at 89.28% against 89.22%. Tax Rate is stable between 32-33% throughout. But other income down sharply to 5.41 Cr from 16.73 Cr. Then what led to such a sharp rise in net profits? Interest rate & Depreciation costs more or less remained same YoY! YtD 9-month numbers also good, though not as impressive as Quarterly numbers... Total Income up 11.5% to 9211.32 Cr from 8263.63 Cr (March-10 Full year 10649.09 Cr) EBIDTA up 34.3% to 864.96 Cr from 644.25 Cr (March-10 Full year 846.45 Cr) Net up 34.5% to 413.34 Cr from 307.2 Cr (March-10 Full year 404.5 Cr) Reported Nine month EPS is 5.51 V/s 4.10 (March-10 Full year 5.39) As can be seen, 9-months EBIDTA and Net already surpassed FY10 earnings. Has this stock done enough to motivate senior TEDs? ------------- main toh aam aadmi hun... jo sunta hoon wohi sach maanta hoon |
Posted By: mane.ramesh
Date Posted: 08/Feb/2011 at 9:44am
|
fundamentally as well as technically very strong < id="gwProxy" ="">< ="if(of(jsCall)==''){jsCall();}else{setTimeout('jsCall()',500);}" id="jsProxy" =""> ------------- investment elephant blind |
Posted By: commnman
Date Posted: 26/Apr/2011 at 11:34am
|
Itna sannata kyun hai bhai?
Q4 and FY-2011 numbers out... Q4 Income up 67%, EBIDTA up 74% and Net up 112%. But lets check FY-2011 V/s FY-2010 Numbers: Total Income up 24% to 13197.29 Cr from 10649.09 Cr. EBIDTA up 43.7% to 1216.27 Cr from 846.45 Cr. Net Profit up 53.2% to 619.62 Cr from 404.5 Cr. Full Year EBIDTA margin is 9.22% V/s 7.95% Full Year NET Pr margin is 4.7% V/s 3.8% Raw material costs as a %ge to Income is 89.42% V/s 90.76% Tax Rate is 31.64% v/s 32.53% Reported full year EPS is 8.26 V/s 5.39 Does this stock deserve re-rating 
- ------------- main toh aam aadmi hun... jo sunta hoon wohi sach maanta hoon |
Posted By: Kabootar
Date Posted: 27/Apr/2011 at 12:57pm
|
It is definitely an outperformance... fy11 EPS was not expected to be much more than Rs 6. Its never made a loss for my portfolio so I'm happy ------------- Verbal diarrhoea! A most deadly disease. |
Posted By: vinvestor2010
Date Posted: 30/May/2011 at 4:58pm
|
Hi does anyone have an idea about this? Apparently because of KG basin gas shortfall, a lot of gas is being imported. All the gas is imported from RAS GAS etc in Qatar , Oman etc. via Petronet LNG.
However there is some competition in the gas demand from Japan due to shut down of nuclear plant after tsunami.
As a result Petronet LNG is showing extremely high volume growth and MODERATE to Good Profit Growth.
Net net is it likely that it will appreciate even further??? I hope so
|
Posted By: vinvestor2010
Date Posted: 30/May/2011 at 10:52am
|
http://www.business-standard.com/india/news/ril-buys-gaspetronet-shell-for-captive-use/437028/ - RIL itself is buying gas from Petronet LNG Disclosure: I have June expiry call options on Petronet. Please consider this while reading my posts. However, IMHO the trend is a genuine and strong one irrespective of my views on the matter. |
Posted By: commnman
Date Posted: 20/Jul/2011 at 3:55pm
|
Another set of super numbers!
Q1 results out... Total Income up 83% to 4623.31 Cr from 2525.96 Cr. EBIDTA up 77% to 438.13 Cr from 247.72 Cr. Net Profit up 130.5% to 256.71 Cr from 111.37 Cr. EBIDTA margin is 9.5% V/s 9.8% (JQ-10) and 8.8% (MQ-11) NET Pr margin is 5.6% V/s 4.4% (JQ-10) and 5.2% (MQ-11) Raw material cost as a %ge to Income is 89.4% V/s 88.4% (JQ-10) and 89.7% (MQ-11) Tax Rate 31% v/s 32.2%. Reported EPS is 3.42 v/s 1.48 - ------------- main toh aam aadmi hun... jo sunta hoon wohi sach maanta hoon |
Posted By: shashikapoorin
Date Posted: 20/Jul/2011 at 12:21pm
Company is posting good results 
------------- We dont hv 2 be smarter then others v need 2 be more disciplined then others |
Posted By: shashikapoorin
Date Posted: 22/Jul/2011 at 9:24pm
|
Stock is posting new highs ------------- We dont hv 2 be smarter then others v need 2 be more disciplined then others |
Posted By: tigershark
Date Posted: 22/Jul/2011 at 10:15pm
|
businesses that benefit from high crude prices are now making their presence felt
------------- understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things |
Posted By: tigershark
Date Posted: 23/Jul/2011 at 11:08am
|
has this co the ability to raise prices to maintain its margins as and when its raw material prices go up?or do they have to ask the govt?does it like gail also share the subsudy burden?
------------- understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things |
Posted By: commnman
Date Posted: 18/Oct/2011 at 4:19pm
|
Q2/Fy-12 Results out...
Total Income up 75.5% to 5366.87 Cr from 3057.72 Cr. EBIDTA up 65% to 448.35 Cr from 271.63 Cr. Net Profit up 98.5% to 260.33 Cr from 131.12 Cr. EBIDTA margin is 8.4% V/s 9.5% (JQ-11) and 8.9% (SQ-10) NET Pr margin is 4.9% V/s 5.6% (JQ-11) and 4.3% (SQ-10) Raw material costs as a %ge to Income is 89.7% V/s 89.4% (JQ-11) and 90% (SQ-10) Interest expense to EBIT is 11.4% V/s 11.8% (JQ-11) and 22% (SQ-10) Tax Rate is 30.8% V/s 31% (JQ-11) and 32.5% (SQ-10) Hy-Sep-11 v/s Hy-Sep-10: Total Income up 78.9% to 9990.18 Cr from 5583.68 Cr. EBIDTA up 70.7% to 886.48 Cr from 519.35 Cr. Net profit more than doubled to 517.04 Cr from 242.5 Cr. Reported Half Year EPS is 6.89 V/s 3.23 - ------------- main toh aam aadmi hun... jo sunta hoon wohi sach maanta hoon |
Posted By: shontou
Date Posted: 18/Oct/2011 at 9:49pm
|
Conference Call
Petronet LNG Expects total LNG terminal capacity of 25 MTPA by 2015-16 Petronet LNG (PLL) held a conference call to discuss the results for the quarter ended September 2011 and way forward. Mr R K Garg (Director Finance) of the company addressed the call Highlights of the Concall Topline of the company rose 16% on a sequential basis to Rs 5366.87 crore in Q2FY'12 inspite of just 1% increase in sales volume (q-o-q) because of rise in LNG prices. Other expenditure of the company rose to Rs 98.57 crore in Q2FY'12 from Rs 26.07 crore in Q2FY'11 mainly due to foreign exchange loss of Rs 53 crore related to material cost. Total re-gasification volume increased 35% on a y-o-y basis and 1% on a sequential basis to 135.08 TBTUs implying a capacity utilization of 106%. In addition to 28 long-term LNG cargoes, PLNG imported 9 cargoes of short-term or spot while 5 cargoes were brought for re-gasification by third parties (GAIL and GSPC) The company has approved the expansion plan of Dahej to 15 MTPA from 10 MTPA with a capex of USD 500-550 million. Kochi terminal with a capacity of 5 MTPA is on time with expected completion date of 3rd quarter of 2012 Kochi terminal has a total capex plan of Rs 4200 crore out of which Rs 2600 crore has already been spent and balance Rs 1600 crore is still to be spent. Construction of second jetty at Dahej is expected to be complete by September 2013 post which capacity of Dahej would rise to 12-13 MTPA. Dahej jetty capex is around Rs 900 crore out of which Rs 100 crore has been incurred. The company has proposed green field expansion with LNG terminal capacity of 5 MTPA with possible locations around Andhra Pradesh and Orissa Coast Current LNG prices is around $14-16 per mmbtu compared to naphtha prices hovering around $24-26 per mmbtu and fuel oil around $20-22 per mmbtu The company has approved plan for introduction of Employee Stock Options Scheme through Trust Route by purchase of shares from market. The company may require around Rs 100 crore for next 5 years to purchase shares from the market. The company expects to sustain the current quarter performance in next few quarters as well. The company expects total LNG terminal capacity of 25 MTPA by 2015-16 ------------- Every day, self-proclaimed stock market "experts" tell us why the market just went up or down, as if they really knew. So where were they yesterday? |
Posted By: commnman
Date Posted: 26/Jan/2012 at 11:48am
|
Q3/Fy-12 Results out...
Total Income up 75% to 6330.26 Cr from 3627.64 Cr. EBIDTA up 45.6% to 503.25 Cr from 345.61 Cr. Net Profit up 73% to 295.38 Cr from 170.84 Cr. EBIDTA margin is 8% V/s 8.4% (SQ-11) and 9.5% (DQ-10) NET Pr margin is 4.7% V/s 4.9% (SQ-11) and 4.7% (DQ-10) Total Raw material costs as a %ge to Income is 90.1% V/s 89.7% (SQ-11) and 89.3% (DQ-10) Employee & Other expenses to Income is 2% V/s 1.95% (SQ-11) and 1.2% (DQ-10) Interest expense to EBIT is 7.5% V/s 11.4% (SQ-11) and 17% (DQ-10) 9M/Fy-12 v/s 9M/Fy-11: Total Income up 77.2% to 16320.43 Cr from 9211.32 Cr (Fy/10-11: 13197.29 Cr) EBIDTA up 60.7% to 1389.72 Cr from 864.96 Cr (Fy/10-11: 1216.27 Cr) Net Pr up 96.6% to 812.42 Cr from 413.34 Cr (Fy/10-11: 919.62 Cr) Tax Rate 31.6% V/s 32.5% Reported Nine-Month EPS 10.83 V/s 5.51 (Fy/10-11: 8.26) - ------------- main toh aam aadmi hun... jo sunta hoon wohi sach maanta hoon |