Positron Energy delivered FY26 revenue of 442 Cr, EBITDA of 28.55 Cr, and PAT of ~20 Cr.

H2FY26 drove strong growth, increasing the average daily gas portfolio to 11,000 MMBTU and exceeding 100 MMSCM in sales.

Targeting 15,000 MMBTU/day for FY27, Positron aims for continued expansion.

Management noted West Asia supply disruptions leading to higher-priced alternate RLNG, but anticipates maintaining margins as all fuel costs rise.

Cash reserves back new contracts and expansion, not shareholder returns.

The company focuses on diversified sourcing and "one-stop solutions" for industrial clients.

Positron expresses confidence, aligning with India's goal to increase gas in the energy mix to 15% by 2030.