ADVERTISEMENT
Petronet LNG Shares Can Rally 50% Says Motilal Oswal; Volume Recovery, New Capacity Key Triggers For Re-Rating
Motilal Oswal beileves Petronet LNG's valuations imply the stock is at a point of maximum pessimism.
26 Aug 2025, 08:18 AM IST 
Save
Petronet LNG's market share in India’s LNG imports, which slipped to 69% of total imports in FY25 (FY15: 78%), could start to rise as new Dahej capacity starts operations.
(Photo: Company website).
Over the past decade, India’s LNG imports have risen by ~13.7 mmt, with LNG now accounting for nearly 50% of the country’s total gas consumption (vs. 35% in FY15). However, with limited regasification capacity additions of just 7.5 mmtpa (entirely at Dahej), Petronet LNG’s market share in India’s LNG imports slipped to 69% in FY25 from 78% in FY15. With the upcoming 5mmtpa Dahej expansion (commissioning by Dec’25), the company is str...
