Will the period 2026–2030 see PV GAS surpass Petrolimex and PV Power and become the most powerful "energy backbone" in Vietnam?
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The numbers just announced at the 2026 Annual General Meeting of Shareholders show that PV GAS is no longer a simple "gas transit" enterprise, but is transforming into a very large-scale energy infrastructure corporation with the ambition to control LNG, natural gas, port warehouses, energy logistics and even green hydrogen in the future.
In the context of many energy businesses being under profit pressure, PV GAS announced a series of growth indicators that surprised the market.
TABLE OF OUTSTANDING FINANCIAL RESULTS 2025
Value Category
Consolidated revenue Nearly 137,000 billion VND
Profit before tax Nearly 14.4 trillion VND
Profit after tax is 11.6 trillion VND
Paying over 7.5 trillion VND to the State budget
Cash dividend 25% of charter capital
What is noteworthy is that profits exceeded 216% of the plan, while many businesses in the same industry are facing pressure to reduce profit margins due to sharp increases in LNG prices and operating costs.
INVESTMENT PLAN FOR THE PERIOD 2026–2030
Category Scale
Total investment capital 60,000 - 100,000 billion VND
Expanding Thi Vai LNG warehouse, Son My, Hai Phong
Gas infrastructure Pipeline, LNG import port
Green transformation Green hydrogen, AI, ERP
SectionLeading the gas industry
This is the largest investment level in Vietnam's energy industry today
If placed next to Petrolimex, a strong enterprise in traditional petroleum distribution, PV GAS has a greater advantage in the future trends of LNG and electric gas.
Compared to PV Power, PV GAS holds the advantage of fuel source, while LNG gas power is forecast to be Vietnam's strategic power source from now to 2035.
A QUICK COMPARISON BETWEEN ENERGY BIGGESTS
Enterprise Strong advantages
PV GAS LNG, port warehouse, natural gas
Petrolimex Petroleum retail network
PV Power Power generation
BSR Refining and petrochemicals
EVN National electricity transmission
An extremely notable point is that PV GAS has begun testing green hydrogen and applying AI to production management
This is no longer the story of a traditional gas business, but a step to prepare for a new generation energy ecosystem.
GROWTH SIGNAL 2026
Planning Index
Revenue 142,000 billion VND
Profit before tax 11.2 trillion VND
Profit after tax is 9,000 billion VND
Long-term investment Strong increase
While many experts still debate whether LNG is truly a "transition fuel", PV GAS has gone one step ahead by building an entire import, storage and distribution infrastructure chain.
If Power Plan VIII continues to promote LNG gas power, PV GAS's role could be much greater than it is today.
Many investors are starting to look at PV GAS as Vietnam's new "energy infrastructure king" instead of just a simple gas enterprise.
Photo source PetroTimes
RoughInformation compiled from PV GAS 2026 General Meeting of Shareholders and Vietnam energy industry data
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