| Revenue growth | Revenue recovered to 117 Cr from negative figures last quarter. |
|---|---|
| Margins | Realizations improved significantly: Oil at $95.5 and Gas at $12. |
| Demand visibility | Strong domestic gas demand; monetization hinges on pipeline completion. |
| Management confidence | Balanced but cautious regarding infrastructure timelines beyond their control. |
Growth
Kharsang volumes jumped 40% YoY; Dirok and B-80 face infrastructure and water-cut constraints respectively.
Outlook
Targeting 11,000 barrels/day production by June 2027 dependent on successful B-80 workovers.
Risks
Extreme reliance on debt for B-80 capex; Assam grid connectivity delayed to December.
Last quarter's promises, checked
Delivered
- Guided 9 Kharsang wells → drilled 9 wells (= BEAT)
- Targeted 2P reserves certification → certified at 60 MMBOE (= BEAT)
Partly delivered
- Dirok production target 1+ MMSCMD → delivered 0.3-0.4 MMSCMD due to pipeline (= PARTIAL)
Missed
- Implicit HPCL crude sale → reversed due to dispute (= MISS)
- B-80 workover timeline → delayed from Q4 FY26 due to financial constraints (= MISS)
Earnings Call Transcript filed with NSE, NSE: HINDOILEXP. Summary written with AI assistance from the document.
Hindustan Oil Exploration Company Ltd: key numbers
- Share price
- ₹173.38
- Market cap
- ₹2,293 Cr
- Revenue (annual)
- ₹263.1 Cr
- Net profit (annual)
- ₹62.75 Cr
- P/E (TTM)
- 91.3×Sector 18.7×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 1.88%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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