CORPORATE PROFILE

PETRONET LNG LIMITED,

September, 2017

DISCLAIMER

Any information contained in this presentation should not be

taken as being a representation about facts and projection or

promise of performance, whether financial, operational or

otherwise. Nothing contained in this presentation should be

considered an invitation to transact in our securities or an offer

of our securities. This presentation is made specifically for

purposes of the meeting in which this is being presented and

not for any other purpose. You may determine that such

information may be regarded as forward-looking but we

make no assurance about any projection, extrapolation or

interpretation of the same that you may make. The

information contained herein should be treated with utmost

confidentiality and not used for any purpose. You are advised

to obtain legal advice on the nature and character of the

information and on implications of being in possession of the

same.

OVERVIEW

Global & India’s Primary Energy Consumption Scenario

India’s Gas Scenario, Infrastructure

Role of LNG in India

About Petronet’s

Dahej & Kochi Terminals

New Initiatives

Performance

3

5% 6%1%

PRIMARY ENERGY CONSUMPTION (mtoe) – WORLD

Source : BP Statistical Review-June 2017

36%

23%

28%

6% 6% 1%

Oil

Gas

Coal

Nuclear

Hydro

Renewables

Year 2005

Year 2016

4

Fuel 2005 % 2016 %

Oil 3,901 36 4418 34

Gas 2,501 23 3201 24

Coal 2,982 28 3732 28

Nuclear 627 6 592 4

Hydro 662 6 910 7

Renewables 84 1 417 3

Total 10,757 100 13,270 100

33%

24%

28%

5% 7%

3%

Oil

Gas

Coal

Nuclear

Hydro

Renewables

8% 5% 0%

PRIMARY ENERGY CONSUMPTION (mtoe) – INDIA

11% 5% 1%

Year 2005

Source : BP Statistical Review-June 2017

33%

9% 50%

1% 6% 1%

Oil

Gas

Coal

Nuclear

Hydro

Renewables

Year 2016

5

Fuel 2005 % 2016 %

Oil

120

33 213 30

Gas

32

9 45 6

Coal

184

50 412 57

Nuclear

4

1 9 1

Hydro

22

6 29 4

Renewables

2

1 16 2

Total

367

100 724 100

30%

6% 57%

1% 4% 2% Oil

Gas

Coal

Nuclear

Hydro

Renewables

INDIA – A MAJOR GAS/LNG CONSUMER

16th largest gas consumer – 50 bcm (~132 mmscmd)

4th largest LNG importer – 22.5 bcm (~59mmscmd)

Economy growing at CAGR of about 6-7% with similar growth in Energy Consumption

Government aims to increase share of Natural Gas in Indian Energy basket from 7% to 20% by 2025

Despite increase in domestic gas production- dependency on imported gas to increase substantially

Pipeline network- developing into a national grid- needs to grow faster, connecting new markets

Source : BP Statistical Review June 2017 & Vision 2030, Natural Gas Infrastructure in India

SECTOR WISE PROJECTED GAS DEMAND (mmscmd) Sector 2016-17 2019-20 2026-27

Power 157 202 309

Fertilizer 97 106 110

City Gas 22 36 68

Industrial 27 35 52

Petchem/ Refineries / Internal Cons. 47 54 103

Sponge/ Iron/ Steel 8 10 12

Total Realistic Demand 358 443 654

6

0.00

50.00

100.00

150.00

200.00

250.00

300.00

350.00

2016-17 2019-20 2026-27

Power

Fertilizer

City Gas

Industrial

Petchem/ Refineries / Interal Cons.

CURRENT GAS DEMAND & DOMESTIC SUPPLY SCENARIO

Large demand for gas – but extremely price sensitive

7 Source : Vision 2030, Natural Gas Infrastructure in India

140 172 212 231

358

442

625

713

0

100

200

300

400

500

600

700

800

900

1000

2016-17 2019-20 2026-27 2029-30

Demand Domestic Supply

(mmscmd)

LNG TERMINALS & GAS PIPELINES

No. TERMINAL DEVELOPERS CAPACITY

(MMTPA)

1 Dahej Petronet LNG Limited 15.0

2 Hazira Royal Dutch Shell, Total Gaz Electricite 5.0

3 Dabhol GAIL,NTPC 5.0

4 Kochi Petronet LNG Limited 5.0

30.0

1A Dahej Expansion Phase III B Petronet LNG Limited 2.5

5 Mundra GSPC, Adani 5.0

6 Ennore Indian Oil Corp, TIDCO 5.0

12.5

7 Kakinada APGDC, Shell, ENGIE or VGS 2.5

8 Dhamra Adani 5.0

9 Jafrabad (FSRU) Swan, Exmar 5.0

12.5

10 Gangavaram Petronet LNG Limited 5.0

11 Jaigarh H Energy 2.5

12 Kolkata Port H Energy 2.5

13 Chhara HPCL & Shapoorji Pallonji 5.0

14 Krishnapatnam LNG Bharat 2.5

17.5

72.5

TOTAL PROPOSED

PROPOSED

GRAND TOTAL

TOTAL PLANNED

Existing Terminal

TOTAL EXISTING

UNDER CONSTRUCTION

TOTAL UNDER-CONSTRUCTION

PLANNED

Mundra

Kakinada

Ennore

Existing P/L Network : 16200 KMS (430

MMSCMD)

Proposed additional P/L Network :

15000 KMS

Under Construction : 8000 KMS (400

MMSCMD)

Dhamra

Jafrabad

Chhara

Jaigarh

Krishnapattam

Kolkata

PETRONET LNG LIMITED

Incorporated on April 2, 1998

Authorized Capital USD 500 Million

Paid up capital USD 250 Million

Commencement of Commercial Operations - April, 2004

Equity

50% Oil & Gas PSUs (BPCL, GAIL, IOC & ONGC)

50% Public / FIIs

9

12.5

12.5

12.5

12.5

50 Public & FIIs

TOWARDS THE VISION

(USD Million)

Vision

To be a key energy provider to the nation by leveraging unique position in the LNG value-chain with international presence

Create and manage world-class LNG infrastructure

Continue excellence in LNG business

- Focus on higher capacity utilization and better operational efficiencies

- Diversify LNG sources

Diversify business

- Small Scale LNG

- Exploring business opportunities in neighboring countries

- City-gas distribution/ direct marketing

- Solid cargo port at Dahej

Maintain highest standards of business ethics

Business Strategy

Revenue growth 19% EBITDA growth 20%

10

0

1000

2000

3000

4000

5000

6000

7000

1686

2130

2639

4539

5827

6291 6583

4522

4103

196 189 257 383 408 264 266

294 490

Revenue

EBIDTA

DAHEJ LNG TERMINAL

Commencement of Operations in 2004

LNG Cargoes unloaded : 1800+

8.50 mmtpa LNG imported from Qatar under long term contract

Majority volume of 1.44 mmtpa LNG imported from Gorgon

Terminal meets almost 40% of India’s gas requirement and around 80% of LNG imports in country

Truck Loading facility can handle 3000 loadings/ yr.

Offering tolling services to aggregators like GAIL, GSPC, IOCL & BPCL Offtakers & Bulk customers like Torrent

Further expansion to 17.5 MTPA contract for LNG Regasification facility awarded

Expansion (mmtpa)

2009 10.0

2016 15.0

11

Dahej

12

DAHEJ PLANT FACILITY

DAHEJ SECOND JETTY

DAHEJ EXPANSION PHASE IIIA

DAHEJ EXPANSION PHASE IIIB1

KOCHI TERMINAL

Kochi terminal is the second regas and receiving terminal of Petronet LNG Ltd. located in Puthuvypin SEZ of Cochin Port Trust

Terminal commissioned in September, 2013 with the nameplate capacity of 5.0 mmtpa

Due to the limited length of evacuation lines from the terminal, capacity utilization is limited to 16 to 18 % only, at present

For effective utilization of Kochi terminal, ancillary services such as storage & reloading, cool down and bunkering services explored

Kochi Terminal has so far received 35 Cargoes (including 17 Reload / Cool down Cargoes and 2 bunkering).

Truck loading facility– supply through trucks being made to one customer HLL, Trivandrum and so far around 600 trucks loaded.

Long term contract of 1.44 mmtpa LNG from Exxon Mobil’s Gorgon Project (Australia) – supply commenced.

Fourth Time Charter Ship “Prachi” commenced operations.

GAIL is constructing pipeline to establish connectivity with Mangalore -completion likely by end of 2018.

KOCHI LNG TERMINAL

KOCHI FACILITY

20 20

KOCHI PIPELINES

BANGALORE

MANGALORE

KOOTTANAD

KOCHI

COIMBATORE

SALEM

KRISHNAGIRI

KOZHIKODE

KANNUR

KASARGOD

ERODE

TIRUPPUR

KAYAMKULAM

States: 03 Districts:17

No decision Delayed Completed

20

Awarded

NEW BUSINESS INITIATIVES

Launch of 1st LNG fuelled bus in Kerala on 8th November 2016

PLL is part of the team formulated by PESO for formation of rules and standards for LNG

dispensing stations

Ministry of Road Transport & Highways have incorporated LNG as an automotive fuel in

Central Motor Vehicle Rules

NEW BUSINESS INITIATIVES

Exploring opportunities of utilizing LNG

As automotive fuel for heavy duty trucks by setting up LNG

dispensing stations on major highways

As marine fuel to LNG powered inland waterway barges

LNG regasification terminals / FSRUs planned in :

Sri Lanka

Bangladesh

Andaman & Nicobar Islands

Mauritius

PERFORMANCE GRAPH

5000TurnoverPAT Rs. CroresTurnover Rs. Crores5000Net Worth 1000Sales/ Service TBTUSales/ Service TBTU

104 81

124

212 213

119

147 152

284

73

0

50

100

150

200

250

300 PAT USD Million

1686 2130

2639

4539

5827 6291

6583

4522 4103

1073

0

1000

2000

3000

4000

5000

6000

7000

Turnover USD Million

321

400 440

548 524 494 533

581

728

192

0

100

200

300

400

500

600

700

800

Sales/ Service TBTU

270 330

373 447

587

742 831

948

1063

1349

0

200

400

600

800

1000

1200

1400

1600

Networth USD Million

USD per shareUSD per share

FINANCIAL PARAMETERS

0.000.50

Year EPS (USD) P/E D/E

2008-09 0.14 11.62 1.15

2009-10 0.11 5.75 1.12

2010-11 0.17 15.19 1.20

2011-12 0.28 9.29 0.93

2012-13 0.31 8.83 0.68

2013-14 0.16 14.75 0.66

2014-15 0.20 14.52 0.45

2015-16 0.20 20.57 0.37

2016-17 0.38 17.72 0.27

Exchange Rate 1 US$ = INR 60

1.46

0.80

1.64

2.46

3.02

2.22 2.83

3.47

6.72

3.90*

0.00

1.00

2.00

3.00

4.00

5.00

6.00

7.00

8.00

08 09 10 11 12 13 14 15 16 Current

Market Price USD

(* - Bonus Share 1:1)

PERFORMANCE BASED ON EMPLOYEE PARAMETERS

25

A Snapshot of our Human Capital

Attrition rate: 2016-17 : 3.54% Learning & Development : 5 Mandays / Employee

Human Capital Skill Set Others

Location Male Female

Delhi 78 25 Professional : 230 76% of the professionals are of Technical

background as opposed to 24% Non Technical Tech: 175 Non Tech:55

Dahej 243 2 Technician/Operators: 182 Average Age:35.5 years (50% employees in 30-40 years age)

Kochi 129 3

Office Support : 40 (Receptionist/Assistant) Average years of association of employees

with Company: 6.7 years Support Staff: 25 (Attendant/Driver/Caretaker)

2015-16 2014-15 2013-14 2012-13

Number of Employees 466 461 427 397

Turnover/ employees (USD Million) 9.73 14.28 14.73 13.21

Profit Before Tax / Employee (USD Million) 0.43 0.35 0.53 0.80

Profit after Tax/employee(USD Million) 0.33 0.32 0.28 0.48

Employee Benefit Expenses (USD Million) 12.46 9.51 7.77 6.16

Employee Remuneration cost* (as % of Profit) 6.11% 6.46% 6.55% 3.22%

Ratings & Ranking:

Moody’s International Rating Baa3

Rated AA+ by CRISIL, India Ratings &

ICRA

50th rank Fortune India 500 (2016)

51st rank in ET 500 (2016)

26th rank in BS 1000 (2015-16)

124th rank in BT 5000(2015-16)

26th rank in FE 500 (2014-15)

Certificate of Appreciation from US

Environment Protection Agency for

maintaining low methane emissions

RATING AND RECOGNITION

CSR – PARTNERING WITH COMMUNITY

27

Healthcare and Sanitation

Casualty Complex and Trauma Care Centre at Thrikkakara Municipal Hospital.

Eye screening & cataract operational camps conducted in Delhi, Dahej, Kochi, and U.P.

Organised Swachh Bharat Pakhwada activities at Delhi, Dahej and Kochi to mobilize and

sensitize the community on Washing, Hygiene and Sanitation habits.

Under Swachh Bharat Abhiyan constructed Toilets Blocks in Gujarat, Kochi and Assam

Contribution in Ganga Surface & Ghats Cleaning Programme undertaken by Government

Education and Empowerment

Petronet Super 30 in collaboration with Indian Army & CSRL supporting underprivileged &

brilliant students of Kashmir for 11 months Residential coaching for admission to IITs/NITs.

Supported Meritorious students of project Unarvu - Akshaya Programme at Kalamassery

Organised IL&FS residential/ non residential skill training Programmes in Gujarat.

In partnership with Alphonza Institution , Kochi provided free Engineering/Medical

entrance coaching to under privileged and brilliant students under Project Velicham.

Community Development

Sponsored installation of PET waste recycling machine in Vibrant Gujarat venue.

Massive mangrove plantation in for the protection of ecosystem in Gujarat and Kerala

Developed roads, storm, water drains, solar lights etc. in partnership with local authorities

Construction & rehabilitation of Pacca houses for tribal and migrant villagers in Dahej

Thank You

28