ONGCNSEOil & Natural Gas Corporation Limited· Oil Exploration/ProductionHighNeutral
Announced Tue, 26 May · 20:58 IST

Oil & Natural Gas Corporation Limited has submitted to the Exchange, the financial results for the period ended March 31, 2026.

Emphasis Of MatterRevenue DeclinePat NegativeRelated Party TransactionsContingent Liabilities IncreasedEbitda Margin CompressionResults View source PDF

ONGC · 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
-7.5%1-day move
₹287.35
prior close
₹284.20
base price
After-mkt
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AI summary

ONGC reported standalone revenue of Rs 1,32,508 crore for FY26, down 3.9% from Rs 1,37,846 crore in FY25. Profit after tax declined 7.6% to Rs 32,894 crore from Rs 35,610 crore. The board recommended a final dividend of Rs 1 per share (20% on face value of Rs 5). Key business developments include formation of a 50:50 JV with Gujarat Maritime Board for a liquid port at Dahej (5 MMTPA capacity). Auditors issued an unmodified opinion but drew emphasis of matter on: PMT JV arbitration contingent liability of Rs 15,225 crore, Service Tax/GST disputes on royalty with Rs 19,645 crore provisioned, and Rs 2,088 crore terminal excise duty refund receivable. Related party transactions were approved including a $325 million parent guarantee for Brazil operations and Mozambique project transactions.

Likely market impact

Revenue and profit declined year-on-year, signaling pressure from lower oil prices or production challenges. The significant contingent liabilities and legal disputes noted by auditors add uncertainty, though the company's low debt-equity ratio (0.02) and strong cash generation provide financial stability.