IOCNSEIndian Oil Corporation Limited· RefineriesHighNeutral
Announced Thu, 14 Aug · 14:13 IST

Indian Oil Corporation Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.

Pat Growth 25pctEbitda Margin ExpansionAuditor Mid Year ChangeResults View source PDF

IOC · 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

Awaiting price reaction for this filing.

AI summary

Indian Oil reported standalone net profit of ₹5,688.60 crore for Q1 FY26, more than doubling from ₹2,643.18 crore in Q1 FY25 (up ~115% YoY). Revenue from operations rose modestly to ₹2,18,607.70 crore from ₹2,15,988.76 crore (~1.2% growth), while EPS doubled to ₹4.13 from ₹1.92. Operating margin expanded sharply to 4.01% from 2.26% a year earlier. However, the average Gross Refining Margin (GRM) fell steeply to $2.15 per barrel from $6.39 per barrel, though core GRM (adjusted for inventory impact) was $6.91/bbl. The Union Cabinet has approved ₹30,000 crore compensation to public sector OMCs to offset accumulated LPG under-recoveries, but IOC's share is not yet recognised in this quarter (cumulative negative buffer stands at ₹23,644.98 crore). The audit committee reviewed results on Aug 13 and the board approved on Aug 14, 2025.

Likely market impact

Strong profit growth driven by inventory gains and margin recovery is a positive signal for shareholders, but the sharp fall in headline GRM and absence of LPG compensation recognition cap the upside. The pending government compensation remains a key catalyst once IOC's share is formally communicated by the Ministry.