Oil Storage & Transportation industry
Q1FY271 earlier
3 companies · ₹32,704 cr · 2 with AI deep dives · Q1FY27 report
Exhibit 3Structure
₹32,704 crAegis Vopak Terminals Ltd is 97% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.
mid 1micro 22 above ₹500 cr
Exhibit 5Coverage (3 of 3)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹32,254 cr
- P/E
- 126.5x
- EV/EBITDA
- 47.5x
- ROCE
- 6.9%
- Margin
- 74.8%
- Rev YoY
- +42.6%
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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