Oil India Limited — Investor Meet, 17-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

OIL's 9M FY26 consolidated revenue hit 27,036.78 Cr, PAT 5,126.21 Cr. Q3 standalone PAT 808.31 Cr, with NRL's PAT at 867 Cr and GRM at $16.27/bbl. Q3 crude production rose to 0.858 MMT, daily crude hit 9,861 MT (decade high). Company drilled 51 wells in 9M, targeting 75+ for FY26. NRL's 9 MMTPA refinery expansion commenced, aiming for 50% capacity by Q4 FY27, full by Q2 FY28. OIL targets 3.8 MMT crude by FY27, 4 MMT by FY28, and 5 bcm gas (contingent on connectivity). Significant exploration in Andaman and deepwater blocks is underway. FY26 standalone capex is expected to surpass 8,800 Cr. Management is confident in growth and project execution.