OILNSEOil India Limited· Oil Exploration/ProductionMediumNeutral
Announced Tue, 3 Jun · 12:03 IST

Oil India Limited has informed the Exchange about Transcript of Investors and Analysts Meet 2025.

Analyst Day Multiyear TargetsOrder Pipeline DisclosedInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Oil India filed the transcript of its Annual Investors and Analysts Meet held on May 28, 2025. CMD Dr. Ranjit Rath outlined FY25 results: consolidated revenue of ₹37,830 crore, EBITDA of ₹12,824 crore, and PAT of ₹7,039 crore, with standalone PAT growing 10% to ₹6,114 crore. The company declared a dividend of ₹11.5 per share (115% payout) and executed CapEx of ₹8,467 crore. Upstream hydrocarbon production rose to 6.7 MMTOE, with crude realisation at $78.09/barrel. The 2030 roadmap targets raising production to 10-12 MMTOE, tripling Numaligarh Refinery capacity to 9 MMTPA by year-end 2025, commissioning a 360 KTPA polypropylene unit, and building 1.8 GW of solar capacity across Assam and Rajasthan. The company is drilling 75-80 wells this year (up from 30-35), secured 40,000 sq km in OALP-IX, and expects Mozambique LNG to restart by mid-July 2025.

Likely market impact

Positive tone overall—management reaffirmed margin resilience despite lower crude prices, backed by cost efficiency and gas pricing tailwinds. Investors gain clarity on a multi-year growth pipeline across upstream, refining, and renewables, with conservative leverage (debt-to-equity ~27%) supporting continued dividends and growth CapEx.