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Earnings Call

Hindustan Petroleum Corporation Earnings Call: Key Takeaways

HPCL reports FY26 revenue of ₹4,78,543 Cr and PAT of ₹17,175 Cr. Strategy focuses on 'Nayaa HPCL' through refinery expansions, petrochemical growth, and a Net Zero commitment by 2040.

Highlights
Revenue growth₹4,78,543 Cr in FY26.
MarginsRefinery GRM at US$ 8.79 / bbl for FY26.
Demand visibilityStrong domestic market share (20.27%) in petroleum products.
Management confidenceHigh; transitioning to a diversified energy company.

Growth

Refinery thruput reached 26 MMT, market sales at 51.4 MMT, and EBITDA of ₹33,182 Cr for FY26.

Outlook

Targeting 45.3 MMTPA refining capacity by FY28; ₹77,000 Cr capex planned through FY28, including Rajasthan refinery completion.

Risks

Exposure to volatile crude prices, GRM fluctuations (currently $8.79/bbl), and heavy capital commitment for energy transition.

Source

Earnings Call filed with NSE, NSE: HINDPETRO. Summary written with AI assistance from the document.

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Hindustan Petroleum Corporation Ltd: key numbers

Share price
₹351.00
Market cap
₹74,687 Cr
Revenue (annual)
₹4,41,771 Cr
Net profit (annual)
₹18,047 Cr
P/E (TTM)
44.7×Sector 18.7×
Promoter holding
54.90%+0.00% QoQ
FII holding
13.58%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Hindustan Petroleum Corporation Limited has fixed December 2, 2026, as the record date for its outstanding Commercial Paper, which matures on December 3, 2026.

16:58 IST NSE
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Hindustan Petroleum Corporation Debt & Borrowing: ₹3,000 Cr

HPCL announced the record date for a previously issued Commercial Paper worth ₹3,000 Crore. The record date for this instrument is set for 01-December-2026.

Value
₹3,000 Cr
12:21 IST NSE
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