BPCL Q3 FY26 results: Net profit nearly doubles YoY; declares second interim dividend

Emphasis Of MatterPat Growth 25pctEbitda Margin ExpansionExceptional ItemResults View source PDF Explain this filing

BPCL · price

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

+2.4%Reaction day

₹349.70

prior close

₹358.00

announcement price

After-mkt

timing

Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.5%+1.9% vs market

Refineries & Marketing peers, median of 11sector+0.0%+2.4% vs sector

On the reaction day the stock moved 1.9 pts more than Nifty 100 and 2.4 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

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10m

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15m

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30m

-1.0

Sessions after the filingfrom the prior close

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Reaction day

+2.4+0.5+1.9+0.0+2.4

Next day

+3.9+1.5+2.5+1.6+2.4

+5.1+1.8+3.3+4.3+0.8

+4.2+1.3+2.9+4.2+0.1

+5.0+0.3+4.7+4.2+0.8

+6.5+2.9+3.6+3.7+2.8

+9.0+2.7+6.4+5.1+3.9

15d

+7.2+3.1+4.1+5.1+2.1

+10.0+1.3+8.7+1.3+8.7

-19.4-8.5-10.9-2.8-16.6

-10.3-2.0-8.3+9.4-19.7

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 reported strong Q3 FY26 results. Standalone net profit rose 62 percent YoY to Rs 7,545 crore; nine month PAT nearly doubled to Rs 20,112 crore versus Rs 10,061 crore last year. Revenue from operations grew 7 percent YoY in Q3 to Rs 136,623 crore. Average GRM improved sharply to 9.68 dollar per barrel from 5.95 dollar. Refinery throughput rose to 30.75 MMT. Board declared second interim dividend of Rs 10 per share (100 percent), payable by February 21, 2026. MoPNG approved Rs 7,594 crore LPG compensation to ease the Rs 12,875 crore negative buffer.

Likely market impact

Strong profitability driven by higher refining margins. Interim dividend of Rs 10 per share and LPG compensation are positives for shareholders.