Indian Oil Corporation Limited — PPTs, 02-06-2025: Investor Presentation

1. Financial Highlights:

Indian Oil remains India’s largest refiner with a group refining capacity of 80.8 MMTPA. It generated 365.72 million units of power in FY24-25 and maintains strong market shares across refining, pipelines, petchem, and gas marketing. The balance sheet reflects a robust net worth and steady turnover (figures not specified). Shareholder returns have grown consistently, delivering an 18% total return since April 2018.

2. Strategic Initiatives & Growth Drivers:

Focused on renewable energy, the company aims for 31 GW installed capacity by 2030 via its green subsidiary and key partnerships. Refinery capacity is expanding, notably Panipat refinery from 15 to 25 MMTPA. Substantial capex is planned for petrochemical and lube integration in Gujarat, Barauni refinery expansion, and new pipelines. Additional growth avenues include green hydrogen, biofuels, and sustainable aviation fuel.

3. Business Developments:

Indian Oil launched “Indi Green,” India’s first retail Compressed Bio-Gas (CBG) brand, targeting 30 plants nationwide. It partners with Sun Mobility to establish 10,000 battery swapping stations and collaborates with multiple players on hydrogen, biofuels, SAF, and CBG production. It also introduced India’s first hydrogen fuel cell buses and dispensation units.

4. Market Position & Competitive Advantage:

Dominant in refining, pipelines, and retail with over 40,000 outlets and nearly 13,000 distributors, Indian Oil boasts 1,689 effective patents and strong R&D collaborations. Its extensive marketing infrastructure and solid ESG credentials backed by government support reinforce its leadership and technological edge.

5. Investor Implications:

With aggressive capacity expansions and a diversified energy portfolio spanning traditional refining to renewables and biofuels, Indian Oil presents positive growth potential. Execution risks on large green projects and refinery upgrades warrant monitoring, but the company’s leadership and steady shareholder value creation support a constructive outlook.