Slide 1: Covering letter to National Stock Exchange of India
14/05/2026 To, National Stock Exchange of India Limited “Exchange Plaza”, C-1, Block G, Bandra-Kurla Complex, Bandra (East), Mumbai – 400 051. (NSE SYMBOL: POSITRON) Dear Sir/Madam, Subject: Investor presentation on the audited financial results of the Company for the year ended on 31th March, 2026.
Slide 2: Investor Presentation H2 FY26
www.positron-india.com Investor Presentation H2 FY26
Slide 3: Company Overview
Company Overview Incorporated in 2008, Positron Energy Limited operates as a Pan-India natural gas reseller and aggregator, providing end-to-end gas distribution solutions along with management and technical advisory services for 4+ the oil and gas industry. 129+Completed Branches projects Company s
Slide 4: Profile of Management
Profile of Management Name: Mr. Rajiv ShankaranKutty Menon Designation: Managing Director Qualification: B.Com from Sardar Patel University, Gujarat Role & Experience: Brings 18+ years of experience in the Oil & Gas sector. As Managing Director, he leads the company's growth initiatives and business
Slide 5: Operational Highlights – H2 FY26
Operational Highlights – H2 FY26 In H2 FY26, the Company delivered strong operational momentum, driven by order wins, client additions, and execution-led growth. Expanded presence across industrial Secured new orders worth ₹6.04 Cr Renewed contracts in Project markets, secured long-term gas supply f
Slide 6: Strengthening Fundamentals, Enhancing Visibility
Strengthening Fundamentals, Enhancing Visibility Despite continued sales growth, receivables reduced by 18%, reflecting strong working capital discipline, healthy cash conversion, and operating cash flows closely aligned with reported profitability. Order book as at 31st March 2026 stood at ₹557.65
Slide 7: Financial Performance Snapshot – H2FY26
Financial Performance Snapshot – H2FY26 (₹ In Lakhs) HoH: 81.84% H2FY26 HoH:183.69% H2FY26 HoH: 200.79% H2FY26 28,527.19 2,111.11 1,504.27 H1FY26 H1FY26 H1FY26 15,688.20 744.16 500.11 REVENUE FROM OPERATION EBITDA PAT
Slide 8: Service Portfolio
Service Portfolio Gas Sales & Distribution Project Management & Consultation (PMC) Natural Gas Sales and Distribution: Supplies and distributes natural gas directly to Project Management: Supports clients in planning and executing gas infrastructure 1 industrial clients, helping them meet their ener
Slide 9: Technical Consultancy Services
Technical Consultancy Services We specialize in the design and engineering of gas installations that fully comply with PNGRB Design & Engineering technical standards and PESO regulations— ensuring safe, reliable, and efficient gas Services delivery systems. Our consultancy offerings cover comprehens
Slide 10: Supply Chain
Supply Chain PEL conducts comprehensive The sourced gas is transported through PEL secures contracts and market studies to evaluate demand a nationwide common carrier pipeline PEL also evaluates and advises sources natural gas from trends, supply dynamics, and network under PNGRB’s open access on al
Slide 11: Clients We Serve
eae We Serve RAJASTHAN STATE GAS LIMITED i User tsa Tra fafees @& | a Sabarmati Gas Maharashtra Natural Gas Ltd. @) (AJOINT VENTURE OF GAIL (India) Ltd & BPCL) / Indio Gas. Solutions | G UJARAT GAS | |a@py| | adani | @ THINKGA AAVANTIKA GAS LIMITED | Gas | )
Slide 12: Industries We Serve
Industries We Serve City Gas Distribution Power & Utilities Steel Petrochemicals & Fertilizers (CGD) Refining Ceramics Glass Government & Public Textiles Trading & Gas Sector Undertakings Aggregation (PSUs) Platforms
Slide 13: Geographical Presence
Geographical Presence MAJOR STATES MAJOR CITIES 1. Haryana 1. Chandigarh 2. Uttar Pradesh 2. Panipat 3. Madhya Pradesh 3. Indore 4. Gujarat 4. Gwalior, Ujjain 5. Kerala 5. Dungarpur 6. Karnataka 6. Bhavnagar 7. Maharashtra 7. Ahmedabad 8. Andhra Pradesh 8. Thane, Vasai 9. Ernakulam 10. Trivandrum 11
Slide 14: Customer Engagement & Market Expansion
Customer Engagement & Market Expansion Expanded presence across Tier 1, Tier 2 & Tier 3 industrial clusters with deeper penetration in medium and large industrial customers. Added new customers across industrial, CGD, power and PSU segments, strengthening market presence across regions. Successfully
Slide 15: Achievements
Achievements Additional Supply Ensured seamless Flexible contract Signed for long-term Reinforced customer management aligned with Arrangements operations with 100% sourcing with leading of a large-scale dynamic upstream and approximately ₹250 accuracy real-time NOCs (tenure: 2–10 industrial custome
Slide 16: Strategic Roadmap
Strategic Roadmap Short & Medium-Term Long-Term Expand presence into new industrial clusters and geographies to diversify Diversify client portfolio the customer base. Implement cost optimization initiatives Establish strategic sourcing portfolio and across sourcing, logistics, and operations long-t
Slide 17: Industry Overview
NDUSTRY OVERVIEW India Natural Gas & RLNG Sector KEY DEMAND DRIVERS Demand Growth - Infrastructure Expansion - Market Opportunity 1 energy target by 2030 Six forces accelerating gas adoption across India 103 Projected consumption BCM (2030) India's gas sector is at an inflection point India aims to
Slide 18: Industry Overview
INDUSTRY OVERVIEW INFRA- STRUCTURE BUILD-OUT India is constructing the backbone of a gas-based economy MARKET OPPORTUNITY Trends reshaping how gas is sourced, traded and distributed National Gas Pipeline Network 25,000 km (current) 33,500 km (target) Expanding connectivity across industrial clusters
Slide 19: Robust Order Book Supporting Revenue Visibility
Robust Order Book Supporting Revenue Visibility The total unexecuted order book as of 31st March, 2026, stands at approximately 557.65 crores. Amount (INR) Amount (INR) Service Type 31st March, 2026 31st October, 2025 Project Managemnent Consultancy ₹5.86 crore ₹4.46 crore Construction Projects ₹4.0
Slide 20: Operational Growth & Revenue Bifurcation
Operational Growth & Revenue Bifurcation Delivered Volume in Lakh MMBTu 30 26.70 25 Volume (Lakh MMBTu) 20 14.99 15 10 5 0 H1 H2 Half Year Total Revenue(Crore) 300 285.27 250 Revenue in Crore 200 156.88 150 100 50 0 H1 H2 Half Year
Slide 21: Profit and Loss Statement
Profit and Loss Statement (₹ in Lakhs) PARTICULARS H2FY26 H1FY26 HoH% H2FY25 YoY% FY26 FY25 REVENUE FROM 28527.19 15688.20 81.84% 26703.26 6.83% 44215.38 33681.91 OPEARTIONS OTHER INCOME 207.95 416.26 (50.04%) 239.36 (13.12%) 624.21 258.88 TOTAL INCOME 28735.14 16104.46 78.43% 26942.62 6.65% 44839.5
Slide 22: Balance Sheet
Balance Sheet (₹ in Lakhs) PARTICULARS As on 31st March ,2026 As on 31st March, 2025 LIABILITIES: SHAREHOLDERS FUND 9867.08 7862.72 BORROWINGS 41.63 71.58 LONG-TERM PROVISIONS 27.39 13.57 CURRENT LIABILITIES 2862.58 3577.47 TOTAL LIABILITIES 12798.70 11525.33 ASSETS: FIXED ASSETS 162.89 185.98 OTHER
Slide 23: FY26 Financial Performance Highlights
FY26 Financial Performance Highlights (FY 26) ROE: 22.61% Debt/Equity Ratio: 0.05x ROCE: 30.53% (Figures In ₹ Lakhs) YoY: 31.27% FY26 YoY: 21.50% YoY: 12.70% FY26 FY26 44,215.38 2,855.27 2,004.37 FY25 FY25 FY25 33,681.91 2,349.95 1,778.43 REVENUE FROM OPERATION EBITDA PAT
Slide 24: Safe Harbor
Safe Harbor This presentation is created by Positron Energy Limited (the "Company") solely for informational purposes and does not constitute an offer, recommendation, or invitation to purchase or subscribe to any securities. It shall not be considered as the basis or relied upon in connection with
Slide 25: Thank You!
Thank You! POSITRON ENERGY LIMITED Abhishek Bhutra: +91 80006 85556 Email: investor.relations@positron-india.com Himanshu Jain: +91 89051 81853 Website: www.positron-india.com Email: invrelation@finportalin.com Meeting Request LINK Investor Kit LINK