Indian Oil Corporation Limited
NSE: IOC | Information Technology
Market Fundamentals
Stock Intelligence & News
HPCL vs BPCL vs IOC: How will US-Iran war impact OMCs' profit & which stock to buy ahead of Q4 results?
The earnings of OMCs in Q4 FY26 could be weaker on the back of higher retail fuel losses and a sharp rise in LPG under-recoveries, but partially offset by strong gross refining margins (GRMs).
Read Full Analysis βIOC, BPCL to HPCL: OMC stocks jump up to 9% as crude oil prices tank 13% amid USβIran ceasefire
Shares of oil marketing companies surged as crude prices eased, with IOC up 8.2%, HPCL up 9%, and BPCL up 8.8%. The drop in Brent crude prices boosts refiners' margins and alleviates inflation concerns, improving sentiment and earnings outlook for these firms.
Read Full Analysis βHPCL, BPCL, IOCL shares in focus as crude oil price jumps 5% to above $105. What are experts saying?
Oil marketing stocks HPCL, BPCL and IOCL are in focus after crude prices surged above $105 amid escalating Middle East tensions. Brokerages warn of sharp earnings pressure due to limited pricing power, shrinking marketing margins and rising LPG losses, with valuations turning vulnerable unless supported by policy measures or softer crude.
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Explained: How petrol, diesel excise duty cut may impact HPCL, BPCL and Indian Oil shares
The Indian government has reduced excise duty on petrol and scrapped it on diesel, offering relief to oil marketing companies amid volatile global crude prices. This strategic move cushions companies from significant losses, allowing them to operate near break-even levels and ensuring earnings visibility and dividend sustainability.
Read Full Analysis βOil's new normal to be $80? Ambit downgrades HPCL, BPCL, IOC shares to 'Sell', slashes target price by up to 57%
Ambit Institutional Equities has downgraded HPCL, BPCL and IOC to βSellβ, citing sustained high crude prices and limited government support. It sees Brent crude stabilising around $80 to $100 per barrel, pressuring OMC margins, while favouring upstream and gas companies as beneficiaries of elevated energy prices and macro shifts.
Read Full Analysis βIndian Oil Buys First Iranian LPG Since 2018 As Crunch Worsens
The refiner will share the shipment with its state-owned peers Bharat Petroleum Corp Ltd. and Hindustan Petroleum Corp Ltd.
Read Full Analysis βIOC, BPCL to HPCL: Beware! OMC stocks can crash another 20% amid crude oil price spike
ICICI Securities' analysis one-year forward multiples, over the last three crises, implies that OMC stocks can fall another 15-20% from here, especially if the conflict lingers for another 60 days.
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What is the current trend for IOC?
IOC is currently showing a volatility profile consistent with its sector peers, with sentiment being actively monitored by Alerfo news scanners.
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