Positron Energy Limited · NSE:POSITRON
Positron Energy — H1 FY2026 Earnings Presentation
23 slides from Positron Energy's earnings presentation, Nov 12, 2025
Slide 1: Filing cover letter to National Stock Exchange of India
Date: 12/11/2025 To, National Stock Exchange of India Limited -1, Block G, Bandra-Kurla Complex, Bandra (East), Mumbai 400 051. (NSE SYMBOL: POSITRON) Dear Sir/Madam Sub: - Investor presentation on the un-audited half year financial results of the Company for the half year ended September 30, 2025.
Slide 2: Investor Presentation FY 2025-26
www.positron-india.com Investor Presentation FY 2025-26
Slide 3: 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 4: Company Overview
Company Overview Positron Energy operates as a pan-India natural gas reseller and aggregator, sourcing Natural Gas and RLNG through long-term tie-ups, and short-term market- based procurements. 4+ 127+Completed Branches projects Company ensures seamless delivery of competitive, flexible, and reliabl
Slide 5: 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 over 17 years of experience in the Oil & Gas sector. As Managing Director, he leads the company's growth initiatives and busi
Slide 6: Service Portfolio
Service Portfolio: Gas Sales & Distribution Project Management & Consultation (PMC) Natural Gas Sales and Distribution: Supplies and distributes natural gas directly to industrial Project Management: Supports clients in planning and executing gas infrastructure projects 1 clients, helping them meet
Slide 7: Technical Services
Technical 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 comprehensive techno-c
Slide 8: Supply Chain
Supply Chain Gas Sourcing Gas Aggregation Market & Demand Advisory & Gas Delivery to End Support for Assessment Consultancy Transportation Users Alternate Fuels 1. Gas Sourcing 2. Gas Aggregation 3. Market and Demand Assessment PEL secures contracts and sources natural gas from PEL combines (aggrega
Slide 9: Clients We Serve
ae We Serve ) 2S AG&P RAJASTHAN STATE GAS LIMITED Refueled. To You. srr usa fe fates | Sabarmati Gas esc © mc ®@ | | GUJARAT GAS WY oe
Slide 10: Customer Engagement & Market Expansion
Customer Engagement & Market Expansion Customer level workshops across key geographies, strengthening relationships and understanding market needs. Developed new leads through targeted outreach and industry engagement. Integrated CRM and lead tracking systems to streamline sales follow-ups and monit
Slide 11: Geographical Presence
Geographical Presence MAJOR STATES MAJOR CITIES Haryana 1. Haryana 1. Chandigarh 2. Uttar Pradesh 2. Panipat Uttar Pradesh 3. Indore 3. Madhya 4. Gwalior, Ujjain Pradesh 5. Dungarpur 4. Gujarat 6. Bhavnagar 5. Kerala 7. Ahmedabad 6. Karnataka 8. Thane, Vasai 7. Maharashtra 9. Ernakulam Gujarat 10. T
Slide 12: Pan-India Sales Network & Market Reach
Pan-India Sales Network & Market Reach Over April–September 2025, Positron has expanded its operational footprint significantly, strengthening its presence in both existing and emerging industrial clusters across India. New customer additions across segments such as medium Customer penetration Integ
Slide 13: 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 14: GSPA: Powering Profitable Progress
GSPA: Powering Profitable Progress Executed a long-term Gas Sale & Purchase The contracted gas sales turnover is This accomplishment is aligned with PEL’s Agreement (GSPA) with a strategic estimated at Rs. 378 crore, based on growth strategy of expanding its R-LNG customer for supply during the cale
Slide 15: Operational Excellence
Operational Excellence Maintained 100% accuracy in nominations and scheduling, ensuring seamless operations and minimizing discrepancies in gas deliveries. Implemented flexible volume switching capabilities, providing contractual flexibility across both upstream and downstream segments to align with
Slide 16: Achievements
Achievements Contract management ensuring flexible Signed for long-term Additional Supply Ensured seamless management aligning Reinforced customer sourcing with leading Arrangements operations with 100% upstream and of a large-scale NOCs (tenure: 2–10 approximately ₹250 accuracy real-time downstream
Slide 17: Profit and Loss Statement
Profit and Loss Statement (₹ in Lakhs) PARTICULARS H1FY26 H1FY25 YoY% H2FY25 FY2025 REVENUE FROM OPERATION 15688.20 6978.65 124.80% 26703.26 33681.91 OTHER INCOME 416.26 19.52 2032.48% 239.36 258.88 TOTAL INCOME 16104.45 6998.17 130.12% 26942.62 33940.79 TOTAL EXPENDITURE 15360.30 6317.82 143.13% 25
Slide 18: Balance Sheet
Balance Sheet (₹ in Lakhs) PARTICULARS AS AT SEPTEMBER 2025 AS AT MARCH 2025 LIABILITIES: SHAREHOLDERS FUND 8362.82 7862.72 BORROWINGS 544.44 728.37 TRADE PAYABLES 2649.70 2426.39 OTHER LIABILITIES 930.35 507.86 TOTAL LIABILITIES 12487.30 11525.33 ASSETS: FIXED ASSETS 177.30 185.98 INVENTORIES 604.4
Slide 19: Ratios
Ratios (IN LAKHS) 744.16 500.10 15688.00 680.35 474.52 Current Ratio: 2.886 6978.65 Interest coverage ratio: 20.655 ROCE: 8.62% H1FY25 H1FY26 H1FY25 H1FY26 H1FY25 H1FY26 REVENUE FROM OPERATION EBITDA PAT
Slide 20: Growth
Growth Delivered Volume in Lakh MMBTu Delivered Volume in Lakh MMBTu 12 Total Revenue(Crore) 10 200 Volume in Lakh MMBTu 8 6 4 152.45 150 2 0 Q1 Q2 Quarter Total Revenue(Crore) 100 140 120 100 Revenue in Crore 80 50 60 40 14.99 20 0 Q1 Q2 0 H1 Quarter
Slide 21: Order Book 31-10-2025
ORDER BOOK 31-10-2025 The total unexecuted order book as of 31st october 2025 stands at approximately 495.79 crores. Amount(INR) Amount(INR) Service Type 31st March 31ST October Project Managemnent Consultancy ₹5.86 crore ₹4.46 crore Construction Projects ₹8.37 crore ₹3.59 crore Operation & Maintena
Slide 22: 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 23: 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:ir@finportalin.com Meeting Request LINK