Despite increased fuel prices, major oil companies like Indian Oil, Hindustan Petroleum, and Bharat Petroleum have managed to cut their daily losses from ₹1000 crore to ₹600 crore, suggesting some resilience amid the challenges.

Demand for diesel and petrol has increased in recent times for Oil PSUs like IOC, BPCL, and HPCL. This increase can be attributed to the ongoing agricultural activities and grain procurement in Telangana.

Analysts suggest that state-owned oil companies BPCL, HPCL, and IOC could potentially halve their losses by raising fuel prices by 50 paise per liter, boosting their financial recovery efforts.

Oil marketing companies IOC, BPCL, and HPCL experience growth due to a fourth increase in domestic fuel prices. Lower global crude costs enhance their profitability.

HPCL and BPCL shares saw gains today as the Nifty Oil & Gas index climbed 1.6%, following fuel price increases of ₹7.5 per liter. The higher prices could bolster profits for oil marketing companies, but may contribute to escalating inflation concerns.

Fuel prices in India have risen for a third time this month due to increased crude prices and geopolitical tensions with Iran, pushing retailers to recoup their losses.

Fuel prices have risen by nearly ₹1 per liter over the past eight days, reaching a total of ₹5 increase, contrary to the 5.5% drop in Brent crude oil since May 15. This indicates that Oil Marketing Companies (OMCs) are not fully passing on the benefits of the crude oil price dip to consumers.

State-owned oil companies report a significant 41% increase in Q4 net profit to ₹19,470 crore for the period ending March 2026, despite ongoing global energy disruptions. This marks a strong recovery compared to last year's figures.

The increased demand for diesel among Indian consumers has led them to purchase fuel from retail pumps due to cheaper rates. However, this trend has resulted in a supply strain for state-owned companies like IOC, HPCL, and BPCL as their supplies are being stretched thin by the surging demand at retail outlets.

Hindustan Petroleum has published the transcript of their Q4FY26 earnings call, which took place on May 13, 2026. Interested parties can now access and review this information online.

Today, oil stocks are experiencing a surge. Notably, BPCL's shares have climbed over 3%, indicating a significant boost in investor confidence during today's trading session.

ONGC could potentially see a 15% increase in value due to sustained high crude prices, according to JM Financial. Meanwhile, oil marketing companies like IOCL, BPCL, and HPCL have not benefited from recent price increases, losing around ₹15-17 per liter instead.

Oil marketing companies (OMCs) continue to incur a daily loss of approximately Rs 750 crore due to the sale of petrol, diesel, and LPG. A recent increase of Rs 3 per liter has slightly alleviated the losses, reducing them from earlier levels of Rs 1,000 crore per day. This underscores ongoing challenges in maintaining fuel prices amidst fluctuating global oil markets.

Fuel costs have risen, with petrol increasing by Rs 3 per liter and CNG by Rs 2 per kg. This hike is due to escalating crude prices causing losses for oil marketing companies, making it uncertain when the next increase will occur. However, officials affirm that there are sufficient fuel supplies.

Oil marketing companies (OMCs) like Indian Oil, HPCL, and BPCL experienced minimal growth due to the depreciating rupee, despite a ₹3 per liter fuel price increase. The situation could worsen for these companies, as experts predict they may need additional hikes of ₹10-12 per liter, given that crude oil remains above $100 per barrel and the rupee is under strain.

Nomura identifies IOC, BPCL, and HPCL as their preferred oil marketing firms due to the surge in crude oil prices past $111, suggesting potential profitability for these companies. The analysis of oil marketing companies indicates these picks could be advantageous as prices continue to rise.

Escalating US-Iran tensions have caused oil prices to rise sharply, leading to a drop in share prices for major oil companies like Reliance, BPCL, Adani Total Gas, and several Indian firms such as Chennai Petroleum, IOC, HPCL, and BPCL. The Nifty Oil & Gas index dropped by 1.6% due to this market volatility.

Oil companies IOC, BPCL, and HPCL have increased their prices in response to mounting import costs. This move is aimed at addressing the financial strain they are currently experiencing. [Financial Express]

LANXESS and HPCL have joined forces to offer advanced lubricant solutions, targeting India's aviation and industrial sectors, as well as the SAARC region. This partnership aims to bolster growth in these key sectors by providing high-quality products.

India's crude oil imports saw a significant decrease of 17.1% in March, likely as a result of recent global supply disruptions possibly linked to geopolitical events. This drop could be associated with the US-Israel attack on Iran, impacting the world's energy supply.

ICICI Securities cautions OMCs, such as HPCL, about potential prolonged stress due to ongoing losses in LPG and auto fuel sectors. Despite a decline in debt-equity ratio to 0.8 thanks to capital expenditures and sustained high refining margins despite export caps, these challenges persist for HPCL.

On May 15, 2026, fuel prices increased by ₹3/litre after a four-year hiatus. The nearing $100 mark for crude oil is causing concern due to potential inflation and currency instability, with the fiscal year 2027 forecast at ₹96-98.

Dealers in Rajasthan are facing fuel shortages due to alleged self-imposed restrictions by IOCL, BPCL, and HPCL on sales. This situation could potentially lead to law and order issues and calls for clear, written guidelines to prevent customer disputes.

The energy companies HPCL, BPCL, and IOC are seeing increased attention due to a surge in fuel prices, with petrol and diesel both increasing by ₹3 per liter. This development may impact their stock performance.

Oil companies (OMCs) might experience difficulties due to increasing crude prices, which could potentially impact their profit margins. Hindustan Petroleum Corporation Limited (HPCL) has warned of possible losses in Q1 FY24, hinting at ongoing challenges with profitability.

Fuel price adjustments cause a decline in shares for major oil companies like HPCL, BPCL, and IOC, indicating a negative market trend for these stocks.

Motilal Oswal has positively endorsed JSW Steel and Radico Khaitan for potential significant gains due to impressive earnings. They also expect growth in Adani Ports and Adani Power, while HPCL looks promising following a ₹3 hike increase. However, gold jewellery stocks are currently under pressure.

Petroleum corporations increased fuel prices by Rs 3 per liter, marking an end to a two-year pricing freeze. The price adjustment occurred 16 days post-state elections in Assam, Kerala, Tamil Nadu, and West Bengal.

HPCL's CEO, Vikas Kaushal, anticipates a financial loss during the first quarter ending June 2023, as opposed to the previous year's profits.

Hindustan Petroleum recorded a significant 46% increase in Q4 net profit for FY26, reaching INR 4,901 crores. This impressive growth was accompanied by an EPS of INR 23.04 and total sales amounting to INR 114,846 crores, a 4.9% Year-over-Year (YoY) increase.

Jefferies continues to advise investors against HPCL due to ongoing margin concerns, predicting a price target of ₹275. The warning comes amid fears about declining marketing margins, high crude premiums, currency depreciation, and a potential loss of over ₹178 billion in FY27 profit.

HPCL's Q4 profits increased by 46.1% year-on-year, reaching approximately ₹49.02 billion, largely driven by robust refining margins. The sustained fuel demand also played a significant role in the company's enhanced quarterly results.

Nomura has lowered its rating for Hindustan Petroleum from 'Buy' to 'Neutral', and reduced the target price to ₹440. This revision in stance indicates a less optimistic view from Nomura, as the previous target was set at ₹550.

HPCL has announced a challenging start to FY27, anticipating potential losses in Q1 and grappling with uncertainties. Despite this, the company managed to reduce its debt to INR 47,599 crore and adjust its crude sourcing due to the West Asia crisis. Interestingly, HPCL's shares have increased by 5.5% following the results announcement.

Brokerages have issued new ratings for TVS Motor, Cipla, Airtel, HPCL, and Crompton Greaves, showing a mix of optimism and caution. Highlights include TVS Motor's strong Q4 performance, continued growth for Cipla in India, refining gains for HPCL, and robust mobile and Africa growth for Airtel.

The government is considering a move that would allow Oil Marketing Companies (OMCs) like IOC, BPCL, and HPCL to borrow funds overseas. This step aims to reduce dependence on domestic banks, potentially lower borrowing costs, and help maintain foreign exchange reserves more effectively.

Goldman Sachs maintains a neutral stance on HPCL, predicting a price target of ₹310, primarily due to Q4's strong EBITDA performance thanks to improved inventory and crude prices. However, the analyst expects potential losses in Q1, attributed to increased crude costs, currency depreciation, and delayed Vizag refinery benefits, which may be realized in Q2 of fiscal 2027.

HPCL's stock has seen a surge in 'sell' ratings, reaching a two-year peak, following downgrades by firms like Nomura, CLSA, ICICI Securities, and Equirus. This move comes as concerns grow about potential losses in fuel, LPG marketing, and high crude premiums in Q1 FY27, causing the shares to decline by 3% to ₹378.95.

HPCL's outlook remains weak, prompting Nomura to downgrade the stock to Neutral and set a target price of ₹440. The challenges include significant LPG under-recoveries and marketing losses, with only limited relief expected from diesel export taxes.

HPCL's chairman, Vikas Kaushal, reassures a stable long-term crude supply, addressing worries over oil prices and the current West Asia conflict.