ANTELOPUSBSEAntelopus Selan Energy Ltd-$MediumNeutral
Announced Mon, 4 May · 19:36 IST

Presentation on Annual Results for Financial Year 2025-26

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

ANTELOPUS · price

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Price reaction · full curve 14 horizons · vs prior close
-5.9%1-day move
₹726.10
prior close
₹755.55
base price
After-mkt
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-4.0-2.1-2.1-2.1-5.9-8.3-8.4-5.7-0.9+3.1+5.6+23.3+11.9
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AI summary

Antelopus Selan Energy Limited reported strong FY'26 results with average sales volumes up 14% to 1355 boepd and an exit rate of 1800+ boepd in March 2026. Total income increased to INR 287.8 Cr (up 8%) while EBITDA rose 14% to INR 167.5 Cr with a healthy 59% margin. Profit After Tax grew 27% to INR 89.6 Cr. The company drilled 4 new wells at Bakrol, with 2 of 10 wells contributing by year-end and the 3rd brought online in mid-April'26. New Field Development Plan submitted for Karjisan with 7 additional wells planned. Cambay exceeded 200 boepd and Dangeru commenced production from August 2025. Despite challenging oil pricing ($66/boe vs $75/boe in FY'25), volume-driven growth offset the pricing headwinds. The company targets 2500+ boepd in FY'27, entirely self-funded.

Likely market impact

The strong volume growth trajectory (14% in FY'26) combined with stable margins despite lower oil prices signals operational efficiency and multiple asset ramp-ups. The FY'27 target of 2500+ boepd and clear execution roadmap across Bakrol, Karjisan, Cambay, Dangeru, and Duarmara provides visible near-term growth catalysts for shareholders.