Update shared on 11 Dec 2025
Analysts have modestly lifted their price target on Indian Oil to ₹168.68 per share, reflecting slightly higher assumed discount rates and future valuation multiples, while keeping growth and margin expectations broadly unchanged.
What's in the News
- Board meeting scheduled for December 12, 2025 to consider declaration of an interim dividend for financial year 2025-26 (Key Developments).
- Indian Oil, via renewable energy subsidiary Terra Clean Ltd, is in discussions to acquire a 50 percent stake in Fourth Partner Energy Pvt. Ltd. for about 400 million dollars in its first potential green energy acquisition, though talks are not yet finalised and key stakeholders have declined to comment (Key Developments).
- Board meeting set for October 27, 2025 to review and approve unaudited financial results for the quarter and half year ended September 30, 2025 (Key Developments).
Valuation Changes
- Fair Value: Unchanged at approximately ₹168.68 per share, indicating no revision to the intrinsic value estimate.
- Discount Rate: Risen slightly from about 13.13 percent to 13.14 percent, implying a marginally higher required return on equity.
- Revenue Growth: Essentially unchanged at around 0.98 percent, suggesting stable long term top line growth assumptions.
- Net Profit Margin: Flat at roughly 3.25 percent, reflecting no material change in long term profitability expectations.
- Future P/E: Edged up slightly from about 13.30x to 13.30x, indicating a marginally higher valuation multiple applied to forward earnings.
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