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If foreign cash flows are about to pour in because of the market upgrade, will GAS become the next "growth monster" that will make many investors regret missing out?
While the world is shaken by the Middle East conflict and oil and LNG prices fluctuate wildly due to Strait of Hormuz tensions, many people think gas businesses will weaken. But PV GAS has just announced a set of data strong enough to make the market reconsider the entire valuation of Vietnam's energy industry.
PV GAS's consolidated revenue in 2025 will reach nearly 137,000 billion VND, equivalent to about 1.1% of Vietnam's GDP. Profit after tax exceeded 11,600 billion VND, much higher than the initially assigned plan.
The business results table attracts strong attention from investors
Indicators PV GAS results
Consolidated revenue 2025 Nearly 137,000 billion VND
Profit after tax More than 11,600 billion VND
Contribution to Vietnam's GDP About 1.1%
Submitting more than 7,500 billion VND to the budget
Cash dividend 25%
Cash and short-term financial investments More than 40,000 billion VND
The scariest thing lies not in the past but in the future. While many businesses are still struggling to raise capital, GAS has prepared for the 2030 game with a system of LNG warehouses, gas import ports and strategic infrastructure spanning the entire country.
Vung Ang LNG warehouse and Hai Phong LNG terminal are becoming the new "backbone" for energy security in the North. SoIn parallel, there is a strategy to AIize corporate governance, operate ERP, test green hydrogen and research CO2 transportation using composite pipes.
Growth strategy table of PV GAS until 2030
Category Orientation
LNG Expanding gas imports and infrastructure
AI and ERP Smart production management
Green Hydrogen Production Testing
Gas Logistics Increase port warehouse capacity
Infrastructure in the North: Promote Vung Ang and Hai Phong
Long-term investment 60,000 to 100,000 billion VND
A very notable point is that global AI is causing electricity demand to increase exponentially. Data centers of OpenAI, Microsoft, Google, Amazon or NVIDIA all consume huge amounts of electricity. That means businesses that own gas and LNG infrastructure will directly benefit in the new energy cycle.
In the Vietnamese energy group, PV GAS possesses an advantage that many businesses can hardly compare with.
Quick comparison table of major energy enterprises
Enterprise Main strengths
PV GAS National gas and LNG infrastructure
PV Power Generates gas and coal power
PVOIL Distributing petroleum
BSR Refining and petrochemicals
Petrolimex Fuel retail
While BSR depends heavily on oil refining crack spreads and Petrolimex is under pressure from retail competition, PV GAS directly controls the gas chain from import, storage to distribution. This is a huge difference in the new energy cycle
The results of the first quarter of 2026 further strengthened confidence when revenue increased by nearly 48%, reaching about 38,400 billion VND, pre-tax profit was about 3,750 billion VND. It is estimated that in the first 6 months of the year, revenue is about 75,000 billion VND and profitexceeded 8,000 billion VND.
Many investors still think GAS "goes slow", but in reality, national infrastructure enterprises always move in huge cycles. When foreign capital flows return to VN30 after upgrading the market, stocks that play a backbone role like GAS are often the first to be collected.
Maybe the market has not fully reflected the true value of this business. But stock history always shows one thing very clearly: big money is often a few steps ahead of the crowd.
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