CHENNPETRONSEChennai Petroleum Corporation Limited· RefineriesMediumNeutral
Announced Tue, 28 Apr · 22:19 IST

Chennai Petroleum Corporation Limited has informed the Exchange about Transcript

Cfo Debt Reduction RoadmapAnalyst Day Multiyear TargetsInvestor Communications View source PDF

CHENNPETRO · price

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

Price reaction · full curve 14 horizons · vs prior close
+5.1%1-day move
₹1068.20
prior close
₹1080.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.1-2.8-1.3+2.8+5.1+4.3+1.5+0.3+1.0-1.2-5.5-1.8+7.9
Up moveDown movePending
AI summary

CPCL reported its highest ever crude throughput of 11.71 MMT (112% of installed capacity) for FY26, despite a planned shutdown. The refinery achieved record distillate yield of 79.1%, diesel production of 5.139 MMT, and LPG production of 447 TMT. GRM for FY26 was $9.2/barrel versus Singapore benchmark of $5.83, with Q4 GRM at $13.75/barrel (core GRM $10.3). Debt equity improved significantly to 0.18 gross from 0.39 last year, with net borrowing at INR973 crores. Highest ever dividend of INR62/share declared. Key capex includes INR1,600 crore for Group 2 & 3 LOBS project and INR400 crore for retail outlets over 2-3 years. Management sources crude 55-60% via long-term agreements, with Middle East (majority), Russia (25-30%), and India (10%) making up the mix.

Likely market impact

Strong operational performance with record throughput and production, combined with improving debt position, supports shareholder returns. New value-added projects (LOBS, retail) aim to expand margins beyond traditional refining.