Financial Results

Pat Growth 25pctEbitda Margin ExpansionExceptional ItemResults View source PDF Explain this filing

BPCL · price

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▲ 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

+2.2%Reaction day

₹286.90

prior close

₹281.85

announcement price

After-mkt

timing

Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.2%+2.0% vs market

Refineries & Marketing peers, median of 10sector+2.2%-0.0% vs sector

On the reaction day the stock moved 2.0 pts more than Nifty 100 and in line with 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

+0.0

10m

+0.8

15m

+0.5

30m

+1.1

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+2.2+0.2+2.0+2.2-0.0

Next day

+3.3+0.3+3.0+3.0+0.3

+3.1+0.6+2.6+2.5+0.6

+7.5+1.9+5.5+2.8+4.6

+6.3+1.5+4.8+2.1+4.2

+7.0+1.8+5.3+2.6+4.4

+3.3-0.6+3.9+1.1+2.2

15d

+0.0-1.7+1.7-2.3+2.3

+7.4+2.8+4.6+2.9+4.4

+10.6+3.1+7.5+2.7+7.9

+7.6+3.5+4.1-0.1+7.7

UpDownMarket · Nifty 100Sector · Refineries & Marketing peers, median of 10Pending

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

AI summary

BPCL reported standalone net profit of Rs 23,303 crore for FY2025-26, a 75.5% jump from Rs 13,275 crore in the prior year, driven by higher refinery throughput and improved margins. Revenue from operations grew 4.4% to Rs 5,22,668 crore. Excluding an exceptional impairment charge of Rs 4,349 crore on its upstream subsidiary BPRL, adjusted PBT was Rs 35,453 crore (vs Rs 19,438 crore), reflecting strong operational performance. EBITDA margin expanded to 6.07% from 3.27% in FY25. However, the auditors flagged non-compliance with board composition norms — no woman director since March 2026 and no audit committee due to insufficient independent directors. The statutory audit report was unmodified. The company also received Rs 7,594 crore LPG under-recovery compensation from government.

Likely market impact

Strong bottom-line growth with margin expansion is positive for investors, but governance issues (board composition non-compliance) and the large BPRL impairment of Rs 4,349 crore could raise concerns about the upstream subsidiary's asset quality.