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Energy Indian Investing Ideas
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
4.0% overvalued
intrinsic discount
-6.38%
Revenue growth p.a.
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0
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5 days ago
author updated this narrative
Great Eastern Shipping
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Falling Shipping Asset Prices Will Create Opportunities Amid Market Oversupply Risk
Key Takeaways GE Shipping's strong cash position enables timely acquisitions of undervalued assets, enhancing future growth and earnings potential. Strategic purchasing of discounted ships and in-chartering positions the company to capitalize on future market upswings, boosting long-term profitability.
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₹1.48k
FV
40.7% undervalued
intrinsic discount
4.74%
Revenue growth p.a.
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0
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0
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9
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9 days ago
author updated this narrative
Aegis Logistics
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Ammonia Terminal Expansions And Liquids Capacity Growth Will Propel Revenue And Profitability
Key Takeaways Expansion in liquids and LPG storage capacity is expected to boost revenue through higher throughput and improved operational efficiency. Developing ammonia terminals and an Aegis Vopak IPO aim to leverage growth opportunities, reduce debt, and enhance profitability.
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₹777.50
FV
2.4% overvalued
intrinsic discount
17.08%
Revenue growth p.a.
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0
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7
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9 days ago
author updated this narrative
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
4.3% undervalued
intrinsic discount
6.59%
Revenue growth p.a.
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0
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0
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6
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9 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
5.8% 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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9 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
27.3% undervalued
intrinsic discount
-11.55%
Revenue growth p.a.
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0
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0
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27
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9 days ago
author updated this narrative
Bharat Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Petrochemical Expansion At Bina And Renewable Ventures Will Secure Future Opportunities
Key Takeaways Expansion projects in petrochemicals and retail networks poised to boost revenue and market share significantly by 2030. Investments in renewable energy and strategic oil sourcing support sustainability and stabilize margins amid geopolitical challenges.
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₹333.97
FV
8.1% undervalued
intrinsic discount
-4.07%
Revenue growth p.a.
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0
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0
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27
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9 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
6.2% undervalued
intrinsic discount
-0.12%
Revenue growth p.a.
Set Fair Value
0
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0
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45
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9 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
20.2% undervalued
intrinsic discount
5.15%
Revenue growth p.a.
Set Fair Value
0
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0
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49
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9 days ago
author updated this narrative
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