ALFA Finder| Revenue growth | FY26 revenue down 34.4% YoY to ₹301.3 Cr. |
|---|---|
| Margins | EBITDA margin at 41.3%, impacted by lower production and dispute. |
| Management confidence | High on B-80 resolution and North East production ramp-up. |
Growth
FY26 Revenue fell 34.4% YoY; EBITDA dropped 50% to ₹124.5 Cr; PAT declined 57.4% to ₹62.8 Cr.
Outlook
Drilling 3 new wells at B-80 in Q4FY27; ₹30.5m capex planned; Kharsang oil production ramped 2x.
Risks
₹260 Cr revenue held up in HPCL dispute; production at Dirok constrained by gas evacuation infrastructure issues.
Last quarter's promises, checked
Delivered
- Mechanical completion of DNPL line → Completed (= BEAT)
- Kharsang drilling progress → 8 wells drilled, 9th in progress (= BEAT)
- B-80 operational days → 89 days in Q3 (= BEAT)
Partly delivered
- HPCL dispute resolution → Pending with legal/amicable talks (= PARTIAL)
- B-80 workover timeline → Delayed to post-monsoon (= PARTIAL)
- PY-1 drilling start → Shifted from April to October (= PARTIAL)
Missed
- Dirok offtake previous quarter 14 mmscfd → 13 mmscfd (= MISS)
- Dirok sales volume 0.34 bcf → 0.31 bcf (= MISS)
- Realized price $7.8/mmbtu → $7.32/mmbtu (= MISS)
Earnings Call filed with BSE, NSE: HINDOILEXP. Summary written with AI assistance from the document.
Hindustan Oil Exploration Company Ltd: key numbers
- Share price
- ₹171.27
- Market cap
- ₹2,265 Cr
- Revenue (annual)
- ₹263.1 Cr
- Net profit (annual)
- ₹62.75 Cr
- P/E (TTM)
- 55.0×Sector 17.5×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 1.95%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Hindustan Oil Exploration Company Ltd
All →Hindustan Oil Exploration Company Earnings Call Transcript: Key Takeaways
Q2 FY27 consolidated revenue ₹151.8 Cr, EBITDA ₹37.5 Cr (24.7% margin), PAT ₹19.0 Cr. Profit flattered by a one-time HPCL crude sale (~₹57.8 Cr) and a smaller inventory write-down.
Hindustan Oil Exploration Company Investor Presentation: Key Takeaways
H1 FY27 consolidated revenue ₹275.8 Cr (-33%), EBITDA ₹63.2 Cr (+5%), PAT ₹25.1 Cr (-46%). Q2 gross production 5,988 BOEPD; 2P reserves 104.4 MMBOE.
Hindustan Oil Exploration Company Q2 FY27 Results: Net Profit ₹18.9 Cr, Up 575.0% YoY
Hindustan Oil Exploration Company Ltd reported revenue from operations of ₹151.8 Cr (-53.3% YoY) and net profit of ₹18.9 Cr (+575.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹18.9 Cr · +575.0% YoY
Hindustan Oil Exploration Company Management Change
Hindustan Oil Exploration's Company Secretary and Compliance Officer Josephin Daisy resigned effective close of business on 2 November 2026. The board appreciated her contributions.
Hindustan Oil Exploration Company Board Meeting Date
Hindustan Oil Exploration will hold a board meeting on November 6, 2026 to consider unaudited results for the quarter and half year ended September 30, 2026. This is a future meeting notice; results are not yet published.
Hindustan Oil Exploration Company Capital Structure Change
Non-promoter group led by LCI Estates LLP bought 1,20,000 secondary-market shares of Hindustan Oil Exploration. Their holding rose to 8.14% of capital.