Petronet LNG Limited Just Beat EPS By 9.2%: Here's What Analysts Think Will Happen Next

As you might know, Petronet LNG Limited (NSE:PETRONET) recently reported its annual numbers. Petronet LNG missed revenue estimates by 5.2%, coming in at₹518b, although statutory earnings per share (EPS) of ₹26.48 beat expectations, coming in 9.2% ahead of analyst estimates. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

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After the latest results, the 28 analysts covering Petronet LNG are now predicting revenues of ₹527.9b in 2026. If met, this would reflect a satisfactory 2.0% improvement in revenue compared to the last 12 months. Statutory per share are forecast to be ₹26.88, approximately in line with the last 12 months. Before this earnings report, the analysts had been forecasting revenues of ₹616.2b and earnings per share (EPS) of ₹26.81 in 2026. So there's been a clear change in sentiment after these results, with the analysts making a real cut to revenues and reconfirming their earnings per share estimates.

View our latest analysis for Petronet LNG

The consensus has reconfirmed its price target of ₹324, showing that the analysts don't expect weaker revenue expectations next year to have a material impact on Petronet LNG's market value. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Petronet LNG at ₹400 per share, while the most bearish prices it at ₹240. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that Petronet LNG's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 2.0% growth on an annualised basis. This is compared to a historical growth rate of 14% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 5.2% annually. Factoring in the forecast slowdown in growth, it seems obvious that Petronet LNG is also expected to grow slower than other industry participants.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Unfortunately, they also downgraded their revenue estimates, and our data indicates underperformance compared to the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. Even so, earnings per share are more important to the intrinsic value of the business. The consensus price target held steady at ₹324, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Petronet LNG going out to 2028, and you can see them free on our platform here..

Plus, you should also learn about the 1 warning sign we've spotted with Petronet LNG .

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.