Dorian LPG Ltd., is dedicated to the transportation of liquefied petroleum gas (LPG) through its LPG tanker trucks worldwide. The company is headquartered in Stamford, Connecticut.
| Revenue (TTM) | $474.89M |
| Gross Profit (TTM) | $327.36M |
| EBITDA | $274.92M |
| Operating Margin | 55.20% |
| Return on Equity | 17.70% |
| Return on Assets | 7.20% |
| Revenue/Share (TTM) | $11.17 |
| Book Value | $26.62 |
| Price-to-Book | 1.65 |
| Price-to-Sales (TTM) | 4.01 |
| EV/Revenue | 4.695 |
| EV/EBITDA | 7.74 |
| Quarterly Earnings Growth (YoY) | 898.00% |
| Quarterly Revenue Growth (YoY) | 105.20% |
| Shares Outstanding | $42.78M |
| Float | $36.87M |
| % Insiders | 14.23% |
| % Institutions | 70.53% |
Volatility is currently contracting
India's top refiner, Indian Oil Corp (IOC) , is looking to acquire a 50% stake in very large gas carriers (VLGCs), according to a tender document, as it prepares to increase imports of liquefied petroleum gas (LPG) from the United States.
Dorian LPG offers clean exposure to the LPG shipping cycle, with a modern fleet and strong spot market leverage. LPG is capitalizing on elevated freight rates, strategic vessel sales at large premiums to book, and robust cash returns, including a $1 special dividend. Shares now trade near adjusted NAV, limiting asset-value protection; current valuation reflects unusually favorable market disruptions.
As we cross the halfway mark of 2026, the energy space has already experienced a dramatic shift in the macro landscape. Supply disruptions in the Middle East turned a looming oil supply glut into a severe shortage with depleted global inventories, benefiting U.S. energy companies across the value chain.
Dorian LPG benefits from elevated dayrates due to rerouted shipping away from the Middle East, significantly boosting earnings. Current FWD P/E valuation is just 6.59x, suggesting shares remain attractively priced despite recent gains. I expect high rates to persist as global supply chains adapt, supporting continued strong cash generation for LPG.
STAMFORD, Conn.--(BUSINESS WIRE)--Dorian LPG Ltd. (NYSE: LPG) (the "Company" or "Dorian LPG"), a leading owner and operator of modern and ECO very large gas carriers ("VLGCs"), today announced that its Board of Directors has declared an irregular cash dividend of $1.00 per share of the Company's common stock, returning approximately $42.8 million of capital to shareholders. The irregular dividend is payable on or about August 12, 2026 to all shareholders of record as of the close of business on.
STAMFORD, Conn.--(BUSINESS WIRE)--Dorian LPG Ltd. (NYSE: LPG) (“Dorian”), a leading owner and operator of modern very large gas carriers (“VLGCs”), today announced that it entered into an agreement with HD Hyundai to build one 90,000 cbm VLGC for delivery in July 2029 for a price of approximately $115 million. Dorian also has signed memorandums of agreement to sell the 2014-built Corsair and two 2015-built VLGCs for aggregate proceeds of approximately $256 million. Dorian expects to deliver eac.
India's imports of liquefied petroleum gas (LPG) from the U.S. are set to top 1 million metric tons in June, a record high, industry sources said, as New Delhi turned to costlier suppliers to offset disruption from the Middle East.
Ongoing tensions in the Strait of Hormuz have gone from a temporary shipping disruption to a lasting driver of expanded margins for shipping companies. The effective closure of this critical waterway has constrained global fleet capacity, allowing operators with unhedged spot exposure and modern tonnage to capture unprecedented pricing premiums.
Dorian LPG Ltd. (LPG) Q4 2026 Earnings Call Transcript
Dorian LPG NYSE: LPG executives said the company benefited from a stronger VLGC freight market in its fiscal fourth quarter, while emphasizing a cautious capital allocation approach as the sector faces volatile geopolitics, high Panama Canal costs and an expanding orderbook.
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