Offshore Support Solution Drilling industry
Q1FY271 earlier
5 companies · ₹5,012 cr · Q1FY27 report
Exhibit 3Structure
₹5,012 crJindal Drilling & Industries Ltd is 53.9% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.
small 2micro 32 above ₹500 cr
Exhibit 5Coverage (5 of 5)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹1,846 cr
- P/E
- 9.9x
- EV/EBITDA
- 5.0x
- ROCE
- 11.5%
- Margin
- 36.4%
- Rev YoY
- +8.4%
- Mcap
- ₹2,604 cr
- P/E
- 37.8x
- EV/EBITDA
- 31.3x
- ROCE
- 13.3%
- Margin
- 67.1%
- Rev YoY
- +160.6%
- Mcap
- ₹93 cr
- P/E
- 15.0x
- EV/EBITDA
- -
- ROCE
- 15.3%
- Margin
- 19.1%
- Rev YoY
- +16.9%
Exhibit 6What managements said
from Oil earnings calls · as of 2026-06-30tailwindBrent-linked realisations at multi-year highs underpin upstream margin expansion3 managements
Three upstream operators reported crude oil realisations clustering at $95-100/bbl against Brent of $104.5/bbl. OIL posted standalone EBITDA margin of 54%+ versus 34%+ a year…
- OIL (Q1 FY27): “The standalone operating revenue of Q1 FY27 is INR7,958 crores, which is highest ever…”
headwind3 managementsheadwind2 managementstailwind2 managementsheadwind2 managementsheadwind2 managementsmixed2 managements
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Exhibit 7Outlook
The outlook and what resolves next quarter
Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.
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