BPCL Q1 FY27: net loss of Rs 3,962 Cr on weak marketing margins

Revenue Growth 20pctPat NegativeEbitda Margin CompressionExceptional ItemEmphasis Of MatterResults View source PDF Explain this filing

BPCL · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

-3.1%Reaction day

₹319.40

prior close

₹316.35

announcement price

In-mkt

timing

Nifty 100market-0.8%-2.3% vs market

Refineries & Marketing peers, median of 12sector-1.2%-1.9% vs sector

On the reaction day the stock moved 2.3 pts less than Nifty 100 and 1.9 pts less than its Refineries & Marketing peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+0.3

10m

+0.3

15m

+0.3

30m

-0.5

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-3.1-0.8-2.3-1.2-1.9

Next day

-2.9-1.3-1.6-1.7-1.2

-2.9-1.7-1.3-2.8-0.2

-0.8-0.7-0.1-2.8+2.1

+0.2-0.9+1.1-2.7+2.9

-0.7+0.2-0.8-2.8+2.1

+0.3+0.9-0.6-1.7+1.9

15d

-1.6+1.3-2.9-1.2-0.3

-2.3+0.4-2.8+1.4-3.8

-2.1-3.1+1.0-4.1+2.0

-10.2-6.4-3.7-3.8-6.3

UpDownMarket · Nifty 100Sector · Refineries & Marketing peers, median of 12Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Standalone revenue grew 23% YoY to Rs 1,59,479 Cr, but BPCL posted a net loss of Rs 3,962 Cr (vs profit of Rs 6,124 Cr) due to suppressed marketing margins on petroleum products, partly offset by higher refining margins. EPS was minus 9.27. Cumulative LPG buffer was minus Rs 15,804 Cr. Consolidated net loss was Rs 1,873 Cr.

Likely market impact

Weak quarterly results from suppressed margins despite strong revenue growth; deep loss may pressure stock. Watch for margin recovery.