Oil industry
21 companies · ₹4.5 L cr · 7 with AI deep dives
5y revenue CAGR
median 18.24%(p25 8.76% · p75 30.39%)
5y avg ROCE
median 9.77%(p25 2.07% · p75 14.53%)
Debt / equity
median 0.2x(p25 0.06x · p75 0.44x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-03-31headwindPipeline infrastructure delays constraining production ramp across multiple operators3 managements
Three operators flagged critical pipeline bottlenecks deferring production growth. OIL India's PNCPL is only 92% physically complete as of April 2026, slipping to an October 2026…
- OIL (FY26): “As of 30th of April'2026, we have achieved 92% physical completion and 99% of ROU…”
tailwind3 managements🔒headwind2 managements🔒headwind2 managements🔒tailwind2 managements🔒mixed2 managements🔒
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| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Oil & Natural Gas Corpn Ltd | ₹3.0 L cr | Unlock | capex coming onlineearnings quality strongdeleveragingcapex ahead of revenue | |
| Oil India Ltd | ₹72,335 cr | Unlock | latent operating leveragecapex coming onlineearnings quality stronglevering up | |
| Aegis Vopak Terminals Ltd | ₹32,641 cr | Unlock | earnings quality strongcapex intensity elevated | |
| Vedanta Oil & Gas Ltd | ₹13,342 cr | Unlock | roce compounder | |
| Deep Industries Ltd | ₹3,238 cr | Unlock | earnings quality strongcapex intensity elevated | |
| Antelopus Selan Energy Ltd | ₹2,922 cr | Unlock | latent operating leveragecapex coming onlineearnings quality strongcapex intensity elevated | |
| Prabha Energy Ltd | ₹2,086 cr | Unlock | capex coming online | |
| Hindustan Oil Exploration Company Ltd | ₹2,076 cr | Unlock | latent operating leverageearnings quality strongnet cashcyclical peak base | |
| Asian Energy Services Ltd | ₹1,871 cr | Unlock | capex coming onlinegross block efficient | |
| Jindal Drilling & Industries Ltd | ₹1,686 cr | Unlock | earnings quality strongnet cashcapex intensity elevated | |
| Dolphin Offshore Enterprises (India) Ltd | ₹1,490 cr | Unlock | earnings quality weakcapex intensity elevated | |
| Gujarat Natural Resources Ltd | ₹1,172 cr | Unlock | capex coming onlinenet cashcapex intensity elevated | |
| Ganesh Benzoplast Ltd | ₹902 cr | Unlock | latent operating leverageearnings quality strongnet cashcyclical peak base | |
| Oil Country Tubular Ltd | ₹307 cr | Unlock | capex intensity elevated | |
| RBM Infracon Ltd | ₹292 cr | Unlock | roce compoundercapex intensity elevatedgross block efficient | |
| Dhp India Ltd | ₹152 cr | Unlock | earnings quality weaknet cashcapex intensity elevatedgross block efficient | |
| Alphageo (India) Ltd | ₹132 cr | Unlock | earnings quality strongcapital destroyercapex intensity elevated | |
| Aakash Exploration Services Ltd | ₹90 cr | Unlock | earnings quality strong | |
| Aban Offshore Ltd | ₹86 cr | Unlock | capital destroyer | |
| Repono Ltd | ₹81 cr | Unlock | roce compounderearnings quality weakcapex intensity elevated | |
| Duke Offshore Ltd | ₹36 cr | Unlock |