ONGCNSEOil & Natural Gas Corporation Limited· Oil Exploration/ProductionHighNeutral
Announced Thu, 12 Feb · 21:27 IST

Oil & Natural Gas Corporation Limited has submitted to the Exchange, the financial results for the period ended December 31, 2025.

Emphasis Of MatterRevenue DeclineEbitda Margin CompressionContingent Liabilities IncreasedResults 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

Awaiting price reaction for this filing.

AI summary

ONGC reported standalone revenue from operations of ₹31,547 Crore for Q3 FY26, down from ₹33,717 Crore in Q3 FY25, with nine-month revenue at ₹96,580 Crore versus ₹102,864 Crore last year, a decline of about 6%. Net profit for Q3 stood at ₹8,372 Crore (vs ₹8,240 Crore, up ~1.6%), while nine-month profit was ₹26,244 Crore (vs ₹29,162 Crore, down ~10%). The Board declared a 2nd interim dividend of ₹6.25 per share (125% on face value of ₹5), amounting to ~₹7,863 Crore, following the ₹6 per share interim declared in November 2025. The auditors issued an unmodified review report but flagged three Emphasis of Matter items, including a contingent liability of ₹14,600 Crore (up from ₹13,915 Crore in March 2025) related to a Panna-Mukta arbitration award and a sharp increase in JV partners' disputed tax liability to ₹6,439 Crore (up from ₹3,290 Crore).

Likely market impact

Results are mixed — modest Q3 profit growth despite lower revenue, supported by other income, but a clear nine-month earnings decline signals pressure on core operations. The combined interim dividend of ₹12.25 per share offers attractive near-term shareholder returns, though rising contingent liabilities on tax and arbitration matters remain a key overhang to watch.