Oil India FY26 Meet Transcript: ₹38,981Cr Revenue, 32% Stock Return

Analyst Day Multiyear TargetsOrder Pipeline DisclosedMgmt Guided Margin ImprovementInvestor Communications View source PDF

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

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AI summary

Oil India filed transcript of its Annual Investors' & Analysts' Meet 2026. FY26 highlights: consolidated revenue ₹38,981Cr (+3% YoY), EBITDA ₹13,498Cr (+5%), PAT ₹7,551Cr (+7%), crude realisation $69/bbl (5-yr low). Production 6.64 MMT, dividend ₹11.5/share held, capex ₹13,025Cr. Targets: 4 MMT production & 5 BCM gas, NRL expansion to 9 MMT by Mar-27, 10-12 MMT by 2030, 5+ GW renewable by 2040, 25 CBG plants by 2030. Mozambique force majeure lifted, TotalEnergies offshore tie-up signed.

Likely market impact

Multi-year growth roadmap across upstream, refining, pipelines & green energy. Resilient margins despite lower crude. Heavy capex phase ahead.