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Energy Indian Investing Ideas
Petronet LNG
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
Completion Of Dahej Terminal Expansion And Kochi Pipeline Will Increase Capacity Utilization
Key Takeaways Expansion of terminals and pipeline integration could boost capacity utilization, driving revenue growth through higher throughput and improved grid connectivity. Shifting towards higher-margin spot cargoes and developing a petrochemical complex suggests income diversification and potential earnings growth through vertical integration.
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₹321.84
FV
0.4% undervalued
intrinsic discount
6.59%
Revenue growth p.a.
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0
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6
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2 days ago
author updated this narrative
Hindustan Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
Visakh And Barmer Projects To Increase Capacity And Diversify Revenue Streams
Key Takeaways Increased refinery capacity and operational efficiencies are expected to improve profitability, boosting net margins and earnings. Expansion into non-fuel retail and renewable energy projects aims to diversify revenue streams and support long-term growth.
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₹410.17
FV
0.03% undervalued
intrinsic discount
0.23%
Revenue growth p.a.
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0
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0
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10
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2 days ago
author updated this narrative
Oil India
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
New Petrochemical Capacity At NRL Will Expand Future Product Offerings
Key Takeaways Expanded capacity and product diversification at NRL could boost revenue and margins through increased crude processing and higher-value petrochemical products. Enhanced exploration and production efforts, including reducing gas flaring and targeting high-potential areas, could drive earnings and reserve growth.
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₹555.11
FV
23.6% undervalued
intrinsic discount
-11.55%
Revenue growth p.a.
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0
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27
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2 days ago
author updated this narrative
Bharat Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Indian Fuel Demand Will Pave The Way For Diversified Infrastructure
Key Takeaways Expansion into retail, alternative fuels, and renewables enhances growth potential and diversifies revenue streams, strengthening margin resilience and valuation prospects. Strategic capacity projects and digital initiatives improve operational efficiency, customer experience, and position the company for sustained multi-year earnings growth.
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₹350.19
FV
8.6% undervalued
intrinsic discount
0.11%
Revenue growth p.a.
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0
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0
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27
users have followed this narrative
3 days ago
author updated this narrative
Indian Oil
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Renewable Energy And Green Hydrogen Initiatives Will Strengthen Future Prospects
Key Takeaways Investing in refining capacity and transforming retail outlets boosts future revenues and aligns with evolving customer trends for diverse energy options. Expansion into renewable energy, green hydrogen, and petrochemicals diversifies revenue and supports long-term growth in a sustainable energy market.
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₹149.23
FV
3.0% undervalued
intrinsic discount
-0.12%
Revenue growth p.a.
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0
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0
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45
users have followed this narrative
3 days ago
author updated this narrative
Oil and Natural Gas
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
BP Partnership And Renewables Focus Will Boost Future Production
Key Takeaways ONGC's collaboration with global partners and CapEx on reserves are expected to increase production and improve earnings. Expanding renewables and removing gas duties could diversify revenue and enhance long-term earnings.
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₹294.30
FV
16.0% undervalued
intrinsic discount
5.15%
Revenue growth p.a.
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0
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0
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49
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3 days ago
author updated this narrative
Chennai Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Improved Operations And New Value-added Products Will Secure Success
Key Takeaways Transition to Schedule A status grants operational freedom, potentially improving efficiency and boosting earnings. Introduction of new products and projects, like a new refinery JV, offer growth and enhanced revenue streams.
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₹670.00
FV
3.5% undervalued
intrinsic discount
5.47%
Revenue growth p.a.
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0
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0
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2
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3 days ago
author updated this narrative
Reliance Industries
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Expansion Into Next-Gen Telecom And AI Services Like JioAirFiber And JioBrain Will Strengthen Future Prospects
Key Takeaways Expansion of 5G services and new AI products could boost subscriber growth and earnings, positioning Reliance as a telecom and AI leader. Retail growth from festive demand and enhanced domestic production strategies could drive revenue growth and margin improvements.
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₹1.56k
FV
6.7% undervalued
intrinsic discount
6.09%
Revenue growth p.a.
Set Fair Value
0
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120
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3 days ago
author updated this narrative
Mangalore Refinery and Petrochemicals
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
New Retail Outlets And Refining Projects Will Shape Future Success
Key Takeaways Operational focus on value-added products and increased retail outlets may enhance revenue growth and market penetration. Infrastructure and sourcing improvements could boost net and refining margins through cost reduction and optimization.
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₹120.50
FV
14.6% overvalued
intrinsic discount
-6.38%
Revenue growth p.a.
Set Fair Value
0
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14 days ago
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