BPCL Q2 FY27 profit falls despite stronger refining margins

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BPCL · price

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

+2.0%Reaction day

₹281.95

prior close

₹280.00

announcement price

After-mkt

timing

Nifty 100market+0.7%+1.3% vs market

Refineries & Marketing peers, median of 11sector+1.0%+1.0% vs sector

On the reaction day the stock moved 1.3 pts more than Nifty 100 and 1.0 pts more 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

+3.0

10m

+1.8

15m

+2.9

30m

+2.2

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+2.0+0.7+1.3+1.0+1.0

Next day

+4.8+1.0+3.9+2.9+1.9

+1.8pendingpending+3.6-1.8

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15d

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UpDownMarket · Nifty 100Sector · Refineries & Marketing peers, median of 11Pending

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

AI summary

BPCL's Q2 FY27 profit before tax was ₹6,686 crore and profit after tax was ₹4,993 crore, down from ₹8,596 crore and ₹6,443 crore a year ago. For April to September, profit after tax fell to ₹1,031 crore from ₹12,566 crore. Refining margin rose to $32.53 per barrel from $10.78, while throughput rose to 10.41 million tonnes from 9.82 million tonnes. Debt excluding lease liabilities reached ₹15,246 crore versus ₹10,480 crore in March.

Likely market impact

Lower profit and higher debt may weigh on the share price, although stronger refining margins and throughput provide some support.