Transcript of post-results concall held on 13.08.2026 is enclosed herewith.

Petronet LNG Limited Regd. Office: Fourth Floor, Tower-I, World Trade Centre, Nauroji Nagar, New Delhi – 110029 Phone: 011-71233525, CIN: L74899DL1998PLC093073 Email: investors@petronetlng.in, Company’s website: www.petronetlng.in CS/PLL/LISTING/Reg-30/2026 Date: 19th August 2026 The Manager The Manager BSE Ltd. National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers Exchange Plaza, Bandra Kurla Complex Dalal Street, Mumbai – 400 001 Bandra East, Mumbai – 400 051 Subject: Transcript of post-results Conference Call held on 13th August 2026 Dear Sirs/Madam, This is with reference to our intimation dated 10th August 2026 and 13th August 2026 intimating holding Conference Call of the Company scheduled on Thursday, 13th August 2026 at 1730 Hrs (IST) for unaudited Financial Results of the Company for the quarter ended 30th June 2026 and uploading audio recording post Conference Call respectively. In terms of provisions of Regulations 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find attached the transcript of above conference call as Annex-1. This is for your kind information and record please. Yours faithfully, Sd/- (Rajan Kapur) GGM & President - Company Secretary Encl: as above Dahej LNG Terminal: Kochi LNG Terminal: GIDC Industrial Estate, Plot No. 7/A, Dahej Survey No. 347, Puthuvypu Taluka Vagra, Distt. Bharuch – 392130, Gujarat P.O. 682508, Kochi, Kerala Tel.: 02641-257249 Tel.· 0484-2502268 Annex-1 “Petronet LNG Limited Q1 FY27 Earnings Conference Call” August 13, 2026 MANAGEMENT: MR. SAURAV MITRA – DIRECTOR FINANCE AND CHIEF FINANCIAL OFFICER – PETRONET LNG LIMITED MR. RAKESH CHAWLA – EXECUTIVE DIRECTOR, FINANCE &ACCOUNTS – PETRONET LNG LIMITED MR. GYANENDRA KUMAR SHARMA – GROUP GENERAL MANAGER AND PRESIDENT, MARKETING – PETRONET LNG LIMITED MR. VIVEK MITTAL – GROUP GENERAL MANAGER AND PRESIDENT, MARKETING – PETRONET LNG LIMITED MR. DEBABRATA SATPATHY – CGM AND VICE PRESIDENT, FINANCE AND ACCOUNTS – PETRONET LNG LIMITED MR. VIKASH MAHESWARI –GENERAL MANAGER, FINANCE AND ACCOUNTS – PETRONET LNG LIMITED MODERATOR: MR. YOGESH PATIL – DOLAT CAPITAL MARKET PRIVATE LIMITED Page 1 of 12 Petronet LNG Limited August 13, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Petronet LNG Limited Q1 FY27 Earnings Conference Call hosted by Dolat Capital Market Private Limited. As a reminder, all participant lines will be in listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal the operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand over the conference to Mr. Yogesh Patil from Dolat Capital. Thank you, and over to you, sir. Yogesh Patil: Thank you, Pari, and good day to everyone. It's my pleasure to welcome all the participants on this call as well as the Petronet LNG senior management for the First Quarter FY27 Results Conference Call. With us, we have Mr. Saurav Mitra, Director Finance and CFO; Mr. Rakesh Chawla, Executive Director, Finance and Accounts; Mr. Gyanendra Kumar Sharma, GGM and President, Marketing; Mr. Vivek Mittal, GGM and President, Marketing; Mr. Debabrata Satpathy CGM and Vice President, Finance and Accounts; Mr. Vikash Maheswari, General Manager, Finance & Accounts. I request Mr. Saurav Mitra to deliver his opening remarks. Over to you, sir. Saurav Mitra: At the outset, let me briefly take you through our financial and operating performance for the first quarter of financial year '26 and '27. Overall, I would say it has been a strong start to the year, while volumes were somewhat lower, we have delivered a healthy financial performance supported by commercial and operational efficiencies. On a stand-alone basis, profit before tax stood at INR 1,514 crores compared to INR 1,136 crores in the corresponding quarter registering a growth of 33%. Profit after tax was INR 1,133 crores, again a growth of 33% compared to INR 851 crores in the corresponding quarter. On a consolidated basis too, the performance has been quite encouraging. We reported a PBT of INR 1,491 crores and PAT of INR 1,137 crores, our highest ever PBT and PAT for any first quarter. Coming to the operational performance, Dahej, our flagship terminal, processed 192 TBTU of LNG during the quarter compared to 207 TBTU in the corresponding quarter last year and 201 TBTU in the previous quarter. At the company level, the overall LNG volume processed was 207 TBTU compared to 220 TBTU in the corresponding quarter and 219 TBTU in the previous quarter. As far as capacity utilization is concerned, there is an important point to keep in perspective. For the current quarter, the nameplate capacity of Dahej increased from 17.5 MMTPA to 22.5 MMTPA. So the utilization numbers now reflect a significantly larger capacity base. On this expanded capacity, Dahej utilization stood at 66% compared to 92% in the corresponding quarter and 90% in the previous quarter. Overall company capacity utilization in the current quarter was 58% compared to 76% in both the corresponding and previous quarters. So if I were to sum up the quarter, the key takeaways for us is the resilience of the business. Despite lower volumes, we have achieved 33% year-on-year growth in both standalone PBT and Page 2 of 12 Petronet LNG Limited August 13, 2026 PAT. This reflects our continued focus on commercial and operational efficiency and our ability to deliver a strong financial performance across different market conditions. We remain focused on carrying this momentum forward as we progress through the year. With that, I will conclude my opening remarks. We'll now be happy to take your questions. Moderator: Thank you very much. We will now begin with the question-and-answer session. The first question is from the line of Probal Sen from ICICI Securities. Please proceed with your question. Probal Sen: Thank you and very good evening, sir. Sir, a couple of questions. Firstly, what you mentioned about the financial performance being strong despite lower volumes. What has also been interesting is that the mix of volumes has changed quite dramatically with term volumes declining very sharply and third-party regas volumes making the difference. Just wanted to understand, has that same pattern been seen in Q2 so far as well? And should we basically assume that this will be the mix moving forward at least till the Gulf conflict is resolved in any shape or manner? That was my first question. Saurav Mitra: Okay. So yes, the pattern and trend continues as it was in the Q1 of this financial year till so far. However, we expect the issues at the Gulf to resolve soon and the volumes from our long-term contract with Qatar should start immediately or as soon as possible. That's our, you know, topmost in the wish list. Probal Sen: Got it, sir. The second question was, sir, with respect to apparent margins, you know, in terms of, you know, how we have performed despite lower volumes. Just wanted to understand where the margin improvement has come from, whether there is any inventory gain impact for the quarter and, you know, or is it basically that marketing margins on even the small amount of spot volumes that we did have actually helped offset the lower volumes? Just your thoughts on that. Debabrata Satpathy: Okay. Prabal, you have actually answered both the points. There is trading gains and also there is inventory gain. Inventory gains are at INR193 crores and trading gains are at INR301 crores. So that's exactly because of the higher margin and also higher inventory valuation. Probal Sen: But sir, will some of that then normalize in Q2? Is that a fair way to look at it, that this amount of this kind of margin trend may not sustain for the rest of the year? Debabrata Satpathy: You see, to answer to your question, whenever, the trend has been that whenever there is a disparity between t [Showing first 8,000 characters — download PDF for full document]