Oil India Limited — PPTs, 25-05-2026: Investor Presentation

OIL India is driving growth and an integrated energy transition!

**Business Performance:** For FY26, consolidated revenue hit ₹38,981 Cr (+3% YoY) with PAT rising to ₹7,551 Cr (+7%). Standalone revenue was ₹26,658 Cr (+5%), and standalone PAT jumped 90% to ₹3,065 Cr. Gross Refining Margin (GRM) surged 161% to $13.43/bbl. Production achieved a decade-high daily crude output, though Q3 saw some disruptions. NRL reported record crude processing of 3.11 MMT and product sales of 3.2 MMT.

**Growth Drivers & Strategy:** OIL aims to scale up its oil & gas business while pushing into new energy. It plans ₹20,000 Cr investment by 2040 for 5+ GW renewables, 25 CBG plants, and green hydrogen. Upstream targets 10-12 MMTOE by FY30 via offshore exploration and deeper drilling. Downstream is expanding significantly, including NRL's 3x refinery capacity boost.

**Recent Developments:** Reserve Replacement Ratio (RRR) remained robust at 1.02. Key pipeline projects for gas (DNPL) and products (NSPL) are mechanically complete. A 49 KTPA 2G bio-ethanol plant was inaugurated. The massive Paradip-Numaligarh Crude Pipeline (PNPCL) is 92% complete, eyeing an Oct'26 mechanical completion. A new gas discovery in Libya boosts international prospects.

**Outlook:** The company is committed to Net Zero by 2040, with targets for zero routine gas flare by 2027 and zero methane emissions by 2030, supported by substantial capital allocation for growth.