ALFA Finder| Management target | Revenue FY29 |
|---|
| Revenue growth | Record standalone revenue of ₹7,958 Cr, highest ever since listing. |
|---|---|
| Margins | EBITDA margin surged to 54% due to high crude realization. |
| Demand visibility | Strong crude demand; gas visibility relies on national grid connectivity. |
| Management confidence | Extremely high, citing 'stupendous milestones' and record production levels. |
Growth
Crude production rose 11% YoY; standalone revenue hit a record ₹7,958 Cr. EBITDA margins expanded to 54% from 34%.
Outlook
Targeting 4 MMT crude production in FY27; gas target 5 BCM by FY29 contingent on Indradhanush Gas Grid completion.
Risks
Gas evacuation remains constrained by downstream infrastructure bottlenecks and seasonal tea garden demand fluctuations.
Last quarter's promises, checked
Delivered
- Guided 100 wells drilled → delivered 74 wells (= MISS)
- Guided 4 MMT crude target → delivered 10,921 tons/day exit rate (= BEAT)
- Guided 54% Category-1 basin presence → delivered 54% (= BEAT)
Partly delivered
- Guided 5 BCM gas target → delivered contingent on grid completion (= PARTIAL)
- Guided NRL 9 MMT expansion → delivered 92% physical completion (= PARTIAL)
Missed
- Guided 0.1 MMT crude loss recovery → delivered record results but loss occurred (= MISS)
- Guided 0.3 BCM gas loss recovery → delivered infrastructure bottlenecks (= MISS)
Earnings Call Transcript filed with BSE, NSE: OIL. Summary written with AI assistance from the document.
Oil India Ltd: key numbers
- Share price
- ₹444.65
- Market cap
- ₹72,327 Cr
- Revenue (annual)
- ₹33,946 Cr
- Net profit (annual)
- ₹6,620 Cr
- P/E (TTM)
- 8.7×Sector 17.5×
- Promoter holding
- 56.66%+0.00% QoQ
- FII holding
- 7.15%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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