Sachin K Rai
Sachin K Rai

@Coolfundoo

5 Tweets Dec 15, 2022
Q&A 166
Q-> Fundamental Insight on Petronet LNG ?
OIL & GAS theme backfired🔥 !
📍Silently & Slowly deflating like HELIUM BALLOON🎈after Birthday Parties !
1
Standalone Sales growth is poor for Petronet LNG..
Profit growth has been much better but seems to be fizzing out to mediocre levels...
2
Petronet LNG has reduced their Material Cost from 90% levels to < 80% .. Impact can be seen in better OPM from 4-6% levels to double digit ...
3
Petronet LNG Returns - Invest if you are ok with FD kind of returns + some dividend.
4
Conclusion !
Petronet LNG - If you have knowledge of company plans which can fire up sales growth, this could change it's fortune for good because rest of it's fundamentals are quite sound.
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