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Latest filing: 2026-08-27 14:37
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Q1 FY27 Concall: Revenue jumps 117% YoY to ₹2,408 Cr, PAT triples to ₹62.60 Cr
Confidence Petroleum released its Q1 FY27 earnings conference call transcript, highlighting record quarterly operational performance. Consolidated revenue surged 117% YoY to ₹2,408 crore, supported by volume growth across LPG segments and higher product realizations. Consolidated PAT more than tripled YoY to ₹62.60 crore, while EBITDA reached ₹147 crore (up 64% YoY). The company currently commands a 33% share in India's private LPG marketing segment and operates over 315 Auto LPG stations alongside 50+ CNG stations.
Confidence: HIGH
What changedRelease of the Q1 FY27 earnings concall transcript outlining volume trends, pricing drivers, and asset expansion plans.
Why it mattersDemonstrates management's ability to navigate global LPG supply chain disruptions, convert short-term clients into long-term contracts, and scale its high-margin dispensing network.
Q1 FY27 Revenue: ₹2,408 crQ1 FY27 PAT: ₹62.60 crQ1 FY27 EBITDA: ₹147 crAuto LPG Stations: >315Operational CNG Stations: >50
📅 Short termSolid operational commentary and strong Q1 numbers provide support, though management noted part of the top-line expansion was driven by higher LPG prices.
📈 Long termExpansion into CNG infrastructure, coupled with a dominant 33% private LPG marketing share and integrated bottling network, provides multi-year structural distribution scale.
⚠ Risk flags
- Volatility in international LPG procurement benchmarks
- Auto LPG demand sensitivity during periods of elevated LPG prices
Key Highlights
Q1 FY27 consolidated revenue reached approximately ₹2,408 crore, up 117% YoY and 98% QoQ
PAT more than tripled year-on-year to approximately ₹62.60 crore with basic EPS of ₹1.86
EBITDA increased roughly 64% YoY to approximately ₹147 crore
Operates over 315 Auto LPG dispensing stations with sub-18 month payback periods and over 50 operational CNG stations (with 50 more in pipeline)
Holds a 33% market share within the private LPG marketing segment in India
👀 What to Watch
Monitor volume sustainability in the bulk and commercial (HoReCa) LPG segments and track the execution timeline for the 50 additional CNG stations.
206% Profit Growth: Confidence Petroleum Q1 Revenue Surges to ₹2,408 Cr
Confidence Petroleum reported a robust Q1 FY27 with consolidated revenue growing 116.6% YoY to ₹2,408.53 Cr. Net profit surged 205.9% YoY to ₹62.55 Cr, driven by a strategic shift toward high-margin Bulk LPG supply despite supply uncertainties in the Auto LPG segment. The quarterly EPS improved significantly to ₹1.86 from ₹0.61 in the year-ago period. Investors should note a ₹12.88 Cr GST reconciliation gap and the pending outcome of an October 2025 Income Tax search.
Confidence: HIGH
What changedThe company achieved a massive scale-up in revenue and profitability in Q1 FY27, significantly exceeding the performance of both the previous quarter and the year-ago period.
Why it mattersThe results demonstrate strong operational agility in pivoting to high-margin segments (Bulk LPG) to counter supply chain disruptions in Auto LPG, leading to a substantial bottom-line improvement.
Revenue (Q1 FY27): ₹2,408.53 CrNet Profit (Q1 FY27): ₹62.55 CrRevenue Growth (YoY): 116.6%Profit Growth (YoY): 205.9%GST Reconciliation Gap: ₹12.88 Cr
📅 Short termThe stock is likely to react positively to the sharp jump in revenue and net profit, which significantly exceeds historical quarterly averages.
📈 Long termStructural growth through CNG expansion and international LPG trading remains the focus, though margin stability depends on managing international gas price volatility.
⚠ Risk flags
- GST Input Tax Credit discrepancy of ₹12.88 Cr
- Pending outcome of Income Tax search (Oct 2025)
- Volatility in international LPG prices
Key Highlights
Consolidated Revenue from operations reached ₹2,408.53 Cr, a 116.6% increase from ₹1,111.99 Cr in Q1 FY26.
Consolidated Net Profit grew to ₹62.55 Cr, up 205.9% compared to ₹20.45 Cr in the same quarter last year.
Basic and Diluted EPS for the quarter stood at ₹1.86, compared to ₹0.61 YoY.
Identified a ₹12.88 Cr discrepancy in GST Input Tax Credit currently undergoing reconciliation.
Strategic prioritization of Bulk LPG supply helped offset subdued performance in the Auto LPG division.
👀 What to Watch
Monitor the reconciliation of the ₹12.88 Cr GST discrepancy and any formal communication regarding the October 2025 Income Tax search. Watch for the sustainability of margins in the Bulk LPG segment given international price volatility.
BW LPG Divests Entire 8.50% Stake in Confidence Petroleum; Terminates 2023 Strategic Agreements
BW LPG Shipping FZCO has completely exited its investment in Confidence Petroleum India Limited by divesting its entire 8.50% stake. The transaction involved the sale of 2,82,29,120 shares through an off-market deal executed on June 2, 2026. Following this divestment, all strategic agreements previously entered into between the two companies on November 30, 2023, have been terminated. This exit marks the conclusion of the formal partnership between the global LPG shipping leader and the Indian company.
Key Highlights
BW LPG divested 2,82,29,120 equity shares, representing 8.50% of the total share capital.
The divestment was completed via an off-market transaction on June 2, 2026.
All agreements dated November 30, 2023, between the company and the investor stand terminated.
The total paid-up equity share capital of the company remains at 33,22,41,043 shares.
👀 What to Watch
Investors should exercise caution as the exit of a major strategic partner like BW LPG and the termination of associated agreements may impact future growth projects. Monitor for any management commentary regarding new partnerships or changes in the company's LPG infrastructure roadmap.
Confidence Petroleum Reports Zero Deviation in Utilization of ₹250.11 Cr Raised Funds
Confidence Petroleum India Limited has filed its statement of deviation for the quarter ended March 31, 2026, regarding funds raised through a preferential issue in February 2024. The company successfully raised ₹250.11 crores and has utilized ₹249.09 crores as of the reporting date. The funds were primarily directed toward capital expenditure in the Auto LPG, Pack LPG, and CNG segments, with no deviations from the original objects of the issue. The monitoring agency, Care Ratings Ltd, and the Audit Committee have reviewed the utilization without any adverse comments.
Key Highlights
Total amount raised through the preferential issue on February 15, 2024, was ₹250.11 crores.
Company reported zero deviation in the objects or amount of funds utilized for the quarter ended March 31, 2026.
₹225 crores were fully utilized for Capex across three segments: Auto LPG, Pack LPG Cylinder, and CNG (₹75 crore each).
₹24.09 crores out of the allocated ₹25.11 crores for general corporate purposes have been deployed.
Care Ratings Ltd served as the monitoring agency, confirming the transparency of fund usage.
👀 What to Watch
Investors should take this as a sign of disciplined capital management and transparency in executing planned expansions. No immediate action is required as the company is adhering to its stated financial objectives.
Confidence Petroleum FY26 Revenue Jumps 49.5% to ₹4,705 Cr; PAT up 6%; Dividend Declared
Confidence Petroleum India Limited reported a significant 49.5% year-on-year increase in annual revenue, reaching ₹4,70,457 lacs for FY26. Despite the strong top-line growth, annual consolidated PAT saw a more modest rise of 6.3% to ₹9,653 lacs, reflecting margin pressure from increased purchase costs and finance charges. For the final quarter (Q4 FY26), PAT grew 25.8% YoY to ₹3,439 lacs. The board has recommended a 10% final dividend, though investors should note that the statutory auditors have issued a modified opinion on the financial results.
Key Highlights
Annual Consolidated Revenue from operations grew by 49.5% YoY to ₹4,70,457 lacs in FY26.
Consolidated PAT for FY26 stood at ₹9,653 lacs compared to ₹9,084 lacs in FY25.
Board recommended a final dividend of 10% (₹0.10 per equity share) for the financial year 2025-26.
Q4 FY26 Revenue increased to ₹1,21,569 lacs from ₹92,481 lacs in the corresponding quarter last year.
Statutory Auditors issued a modified opinion on the financial results for the quarter and year ended March 31, 2026.
👀 What to Watch
While top-line growth is exceptionally strong, investors should exercise caution and investigate the specific reasons behind the auditors' 'modified opinion' and the relatively flat profit growth compared to revenue.
Confidence Petroleum Shareholders Approve New Auditor and Borrowing Limits at EGM
Confidence Petroleum India Limited (CONFIPET) has successfully passed three key special resolutions during its Extra-Ordinary General Meeting held on May 2, 2026. Shareholders approved the appointment of M/s. Katariya and Munot as Joint Statutory Auditors and authorized revised borrowing limits under Section 180(1)(c) of the Companies Act. Additionally, the creation of charges on company assets to secure these borrowings was approved. All resolutions were passed with an overwhelming majority, receiving approximately 99.99% of the votes cast.
Key Highlights
Appointment of M/s. Katariya and Munot as Joint Statutory Auditor approved with 99.99% votes in favor.
Shareholders authorized revised borrowing limits and the creation of charges on company assets.
Total voter participation represented 44.84% of the 332,241,043 total outstanding shares.
The resolutions for borrowing limits and charge creation received 149,004,203 and 149,003,925 favorable votes respectively.
A total of 109,152 shareholders were on record as of the April 24, 2026 cut-off date.
👀 What to Watch
The approval of higher borrowing limits and charge creation indicates the company is positioning itself for potential capital expansion or debt-funded growth. Investors should monitor upcoming announcements regarding specific projects or debt restructuring that these approvals will facilitate.
Confidence Petroleum EGM: Joint Auditor Appointed and Borrowing Limits Revised
Confidence Petroleum India Limited conducted an Extraordinary General Meeting (EGM) on May 02, 2026, to address key financial and governance matters. The meeting focused on the appointment of M/S. Katariya and Munot as Joint Statutory Auditors and the revision of borrowing limits under Section 180(1)(c). Additionally, the company sought approval for the creation of charges on its assets, which typically indicates preparation for upcoming debt-funded expansion or credit facility renewals. Detailed voting results are expected to be released within the prescribed SEBI timelines.
Key Highlights
EGM held on May 02, 2026, via Video Conferencing to deliberate on three major resolutions.
Proposed appointment of M/S. Katariya and Munot as Joint Statutory Auditors to strengthen financial oversight.
Approval sought for revised borrowing limits under Section 180(1)(c) of the Companies Act, 2013.
Resolution for the creation of charge on company assets to secure potential future borrowings.
Voting results and Scrutinizer’s report to be submitted to exchanges shortly.
👀 What to Watch
Investors should monitor the upcoming disclosure of voting results to confirm the specific increase in borrowing capacity. This move suggests the company is positioning itself for potential capital expenditure or expansion.
Confidence Petroleum to Seek Approval for ₹1,000 Crore Borrowing Limit at May 2026 EGM
Confidence Petroleum India Limited has convened an Extraordinary General Meeting (EGM) on May 02, 2026, to seek shareholder approval for significant financial resolutions. The company is proposing to increase its borrowing limits to ₹1,000 Crores, which would allow it to raise debt beyond its current paid-up capital and free reserves. Additionally, the board seeks authorization to create charges or mortgages on company assets up to the same ₹1,000 Crore limit to secure these potential borrowings. The agenda also includes the appointment of M/s. Katariya and Munot as Joint Statutory Auditors.
Key Highlights
Proposed increase in borrowing limits to a maximum of ₹1,000 Crores under Section 180(1)(c)
Authorization to create charges or mortgages on movable and immovable assets up to ₹1,000 Crores
Appointment of M/s. Katariya and Munot, Chartered Accountants, as Joint Statutory Auditors
EGM scheduled for May 02, 2026, with remote e-voting available from April 29 to May 01, 2026
Cut-off date for determining shareholder voting eligibility is April 24, 2026
👀 What to Watch
Investors should watch for subsequent announcements regarding the specific utilization of the ₹1,000 Crore borrowing capacity, as it likely signals major expansion plans or capital expenditure. Monitor the company's debt-to-equity ratio if these borrowing powers are fully exercised.
Confidence Petroleum Acquires 100% Stake in BW Confidence Enterprise for ₹1.13 Crore
Confidence Petroleum India Limited has successfully acquired the remaining 50% stake in its joint venture, BW Confidence Enterprise Private Limited, from BW LPG Infrastructure DMCC. The company purchased 25,00,000 equity shares at a price of ₹4.536 per share, totaling a cash consideration of approximately ₹1.13 crore. Following this transaction, BW Confidence Enterprise has become a wholly-owned subsidiary of the company. This move follows the termination of the previous joint venture arrangement due to strategic and commercial considerations.
Key Highlights
Acquired 25,00,000 equity shares representing 50% of the paid-up share capital
Total acquisition cost amounts to ₹1,13,42,434.29 paid via cash
BW Confidence Enterprise Private Limited is now a 100% wholly-owned subsidiary
The target entity operates in the Petroleum Gases industry with an authorized capital of ₹8 crore
Acquisition was completed at an arm's length price of ₹4.536 per share
👀 What to Watch
Investors should note this as a positive consolidation move that gives the company full operational control over its subsidiary. While the transaction value is relatively small, it simplifies the corporate structure and allows for better strategic alignment in the petroleum gas business.
Confidence Petroleum Shareholders Approve 3 Director Appointments with 99.9% Majority
Confidence Petroleum India Limited (CONFIPET) successfully concluded its Extraordinary General Meeting (EGM) on February 27, 2026, with shareholders approving all proposed resolutions. The appointments include Mrs. Nimisha Rohit Agrawal as an Independent Director, Mr. Prasad Manjarkhede as an Executive Director, and Mrs. Ketki Mahendra Save as a Non-Executive Non-Independent Director. All resolutions were passed with an overwhelming majority of over 99.99% of the votes cast. The total voting turnout represented approximately 46.25% of the company's total 332.24 million outstanding shares.
Key Highlights
Appointment of Mrs. Nimisha Rohit Agrawal as Independent Director approved with 153,645,472 votes in favor (99.99%)
Mr. Prasad Manjarkhede appointed as Executive Director with 153,656,021 votes in favor and only 45 votes against
Mrs. Ketki Mahendra Save appointed as Non-Executive Non-Independent Director with 99.99% shareholder approval
Total voter turnout recorded at 46.25% of the 332,241,043 total shares from a base of 111,392 shareholders
👀 What to Watch
Investors should view these appointments as a routine strengthening of the board; monitor future strategic decisions from the new leadership for impact on operational efficiency.
Confidence Petroleum Reports Zero Deviation in ₹250.11 Cr Fund Utilization for Q3 FY26
Confidence Petroleum India Limited has reported no deviations in the utilization of funds raised through its ₹250.11 crore preferential issue from February 2024. As of December 31, 2025, the company has utilized ₹194.29 crore across various segments including Auto LPG, CNG, and LPG Cylinder segments. Specifically, ₹55.66 crore was spent on Auto LPG Capex and ₹69.92 crore on Pack LPG Cylinder Capex. The monitoring agency, Care Ratings Ltd, confirmed that the funds are being used as per the original objects.
Key Highlights
Total funds raised via preferential issue amount to ₹250.11 Crores.
No deviation or variation reported in the use of funds for the quarter ended December 31, 2025.
Cumulative utilization stands at ₹194.29 Crores, representing approximately 77.7% of the total funds.
Significant progress in Capex for Pack LPG Cylinder (₹69.92 Cr) and Auto LPG (₹55.66 Cr) segments.
👀 What to Watch
Investors should view this as a positive sign of management's commitment to its stated expansion plans. Monitor the remaining ₹55.82 crore utilization in upcoming quarters to ensure timely completion of projects.
Confidence Petroleum Q3 Revenue Doubles YoY to ₹1,394 Cr; Net Profit Dips 19% to ₹21.3 Cr
Confidence Petroleum reported a massive 99.9% YoY increase in consolidated revenue to ₹1,393.88 crore for Q3 FY26, primarily driven by the LPG division. However, net profit declined by 19.2% YoY to ₹21.28 crore as margins were squeezed by higher purchase costs and finance expenses. The Cylinder division saw a sharp revenue decline of 45.7% YoY, while the LPG division grew 132%. Investors should also note significant regulatory overhangs, including an ongoing Income Tax search outcome and a GST show-cause notice regarding tax rate differentials.
Key Highlights
Consolidated Revenue from operations surged 99.9% YoY to ₹1,393.88 crore in Q3 FY26.
Net Profit for the quarter stood at ₹21.28 crore, down 19.2% from ₹26.34 crore in the same period last year.
LPG Division revenue grew 132% YoY to ₹1,324.56 crore, while Cylinder Division revenue fell to ₹69.32 crore.
Company is contesting a GST Show Cause Notice for differential tax on supplies worth ₹23,384.84 lakhs.
Finance costs increased to ₹24.97 crore in Q3 FY26 compared to ₹18.99 crore in Q3 FY25.
👀 What to Watch
While the top-line growth is exceptional, the margin contraction and legal uncertainties regarding GST and Income Tax searches warrant a cautious stance. Investors should monitor the resolution of these regulatory matters and the profitability of the LPG segment in upcoming quarters.
Confidence Petroleum Joint Statutory Auditor L N J & Associates Resigns
Confidence Petroleum India Limited has announced the resignation of L N J & Associates, one of its Joint Statutory Auditors, effective December 30, 2025. The auditor cited preoccupation with other personal and professional commitments as the reason for leaving before the scheduled end of their term in FY 2026-27. Importantly, the outgoing auditor confirmed there are no disputes or concerns regarding the suppression of information by the company's management. The firm had been associated with the company since September 2021 and recently completed the limited review for the quarter ended September 30, 2025.
Key Highlights
L N J & Associates resigned as Joint Statutory Auditor effective December 30, 2025.
The auditor was originally appointed for a 5-year term on September 30, 2021, intended to last until the FY 2026-27 AGM.
The firm explicitly certified that there are no disputes or concerns relating to management's suppression of information.
The resignation is attributed to preoccupation with other professional and personal commitments.
The auditor had recently issued the limited review report for the quarter ended September 30, 2025, on November 14, 2025.
👀 What to Watch
Investors should monitor the appointment of a replacement auditor to ensure continuity in financial oversight. While the auditor cited no disputes, mid-term resignations are a governance touchpoint that requires ongoing observation.
Confidence Petroleum to Expand Globally via New Dubai Subsidiary; Announces Board Changes
Confidence Petroleum India Limited has approved the incorporation of a 100% wholly-owned subsidiary in Dubai, UAE, named Confidence LPG Trading FZCO. This new entity will focus on LPG trading and ancillary businesses, marking a strategic international expansion. On the governance front, the board accepted the resignation of Mr. Simon Charles Hill and appointed Mrs. Ketki Mahendra Save, a qualified Company Secretary with over 20 years of experience, as an Additional Director. The investment in the Dubai subsidiary will be funded through a 100% cash subscription to its initial share capital.
Key Highlights
Incorporation of 100% wholly-owned subsidiary 'Confidence LPG Trading FZCO' in Dubai, UAE.
The new subsidiary will engage in LPG trading and ancillary business activities.
Appointment of Mrs. Ketki Mahendra Save, a CS with 20+ years of experience, as Additional Director.
Resignation of Mr. Simon Charles Hill as Non-Executive Non-Independent Director effective Dec 8, 2025.
The expansion is aimed at strengthening the company's global footprint in the petroleum and gas industry.
👀 What to Watch
Investors should view the Dubai expansion as a positive step toward scaling international trading operations. Monitor future disclosures regarding the specific capital outlay for the new subsidiary and its contribution to consolidated margins.
