Omcs

ATF, LPG price hikes to pressure OMC margins; IOCL, BPCL hit: Nomura

Nomura believes oil marketing companies (OMCs) are likely to face margin pressure after the government raised prices of aviation turbine fuel (ATF) and commercial liquefied petroleum gas (LPG)

ATF, commercial LPG and premium fuel prices soar amid oil squeeze

Jet fuel prices were partially raised to cushion domestic travellers despite global surge, while commercial LPG prices were hiked and domestic rates kept unchanged

₹1.5 trn hit to exchequer as govt cuts petrol, diesel excise: Deven Choksey

Deven Choksey believes the excise cut may bring some respite to OMCs amid high energy prices, while create a ₹1.5 trillion dent to the exchequer per year.

IOC, BPCL, HPCL shares react as govt trims excise duty on petrol, diesel

The government has reduced the excise duties on petrol and diesel by ₹10 per litre each, bringing them down to ₹3 per litre of petrol and zero per litre of diesel

Crude falls below $100/bbl; OMCs rise up to 3%, upstream stocks mixed

Brent crude oil prices cooled off on reports that the US is seeking a month-long ceasefire in its war on Iran, and had sent a 15-point plan to Iran for discussion

Oil turmoil: OMCs raise industrial diesel rate; ATF hike likely from April

According to a Nomura note dated March 22, industrial diesel prices were increased to ₹109.59 per litre from ₹87.57 per litre on March 20, marking a jump of about 25 per cent

BPCL, HPCL, IOC: OMC shares tank up to 6% after crude oil rises over 3%

Oil prices rose after Iran attacked several energy facilities across West Asia following a strike on ​its South Pars gas field, a major escalation in Tehran's war with the US and Israel

Petrol dealers may face cash crunch as OMCs seek advance payments

Dealers warn of reduced fuel orders as refiners end credit supply amid losses on petrol and diesel sales with retail prices unchanged

How to trade RIL, ONGC, OMCs stocks as crude oil prices soar 78% in 9 days?

Kunal Kamble, technical analyst at Bonanza helps decode a trading strategy in oil & gas related stocks as Crude Oil prices surge to a multi-year high around $119 per barrel on Monday.

Transit shock! Why Kotak Sec has sell on OMCs, Petronet LNG, IGL, MGL?

The Islamic Revolutionary Guard Corps (IRGC) has announced the closure of the Strait of Hormuz (SoH), warning that any vessel attempting to transit the waterway would be targeted

MOL in talks with Indian OMCs for joint ownership of oil carrier vessels

Mitsui O.S.K. Lines is holding talks with Indian OMCs for joint ownership of oil carriers as it plans to expand its India-flagged fleet by 60-70% amid rising focus on domestic shipbuilding

Higher crude prices and expansion plans may weigh on OMC performance

Rising crude costs, reduced access to discounted Russian oil and heavy capex may pressure OMCs, though strong GRMs, demand growth and LPG subsidies support profits

ONGC, Oil India rally up to 4%; BPCL, HPCL, IOCL fall 3%; here's why

The prospects for OIL and ONGC may improve - with volume growth, stronger gas realisations and delta from refining/downstream subsidiaries likely aiding consolidated earnings momentum, say analysts.

Geopolitical turmoil, softer oil prices to lift oil firms' FY26 dividends

Lower crude prices, strong refining and marketing margins may help state oil companies double dividends to the government in FY26 despite geopolitical risks

Motilal Oswal sees higher Q3 profits for Oil & Gas cos; RIL, OMCs to lead

Motilal Oswal expects its coverage universe to report a 4 per cent Y-o-Y decline in sales in Q3FY26, while Ebitda and PAT are projected to grow 16 per cent and 25 per cent Y-o-Y

HDFC Securities trims Oil India target to ₹495; maintains 'Buy': Here's why

HDFC Securities maintained its 'Buy' rating on Oil India, supported by expectations of 9 per cent CAGR in gas production and 4 per cent CAGR in oil production over FY25-27E

IOC shares slide 4%; BPCL, HCPL down 2%; What's dragging OMC stocks?

JM Financial said Brent crude is likely to remain subdued at around $65 per barrel in the near term, at least until the US mid-term elections in November 2026

Axis Capital starts coverage on ONGC with 'Sell'; sees 14% downside

Axis Capital has initiated coverage on ONGC with a 'Sell' rating, citing concerns over production, oil prices, and subsidiary debt

OMCs may see rerating as crude stays soft, GRMs strong and LPG losses ease

The next few quarters could favour downstream refiners and marketers over upstream, with Brent expected to stay in a $60-65 range or drift lower, while GRMs remain strong and LPG under-recoveries ease

Diesel relief, LPG boost: Motilal Oswal pegs 31% upside for HPCL stock

Despite the near-term volatility, HPCL's valuations remain reasonable, the brokerage noted. The stock trades at 1.4x one-year forward price-to-book, slightly above its long-term average of 1.2x.