Israeli (TA) Oil and Gas Exploration and Production Industry Analysis

Industry Valuation and Performance

Has the Israeli Oil and Gas Exploration and Production Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sat, 23 May 2026	₪78.8b	₪16.4b	₪3.4b	16.9x	23.5x	4.8x
Mon, 20 Apr 2026	₪80.5b	₪16.8b	₪3.8b	18.4x	21.4x	4.8x
Wed, 18 Mar 2026	₪82.1b	₪24.2b	₪4.1b	16.4x	20x	3.4x
Fri, 13 Feb 2026	₪82.1b	₪24.1b	₪4.1b	17.2x	20.2x	3.4x
Sun, 11 Jan 2026	₪76.7b	₪24.3b	₪4.1b	16.7x	18.6x	3.2x
Tue, 09 Dec 2025	₪73.9b	₪24.4b	₪4.2b	14.9x	17.7x	3x
Thu, 06 Nov 2025	₪77.4b	₪26.9b	₪4.0b	15.6x	19.5x	2.9x
Sat, 04 Oct 2025	₪73.5b	₪27.0b	₪4.0b	14.9x	18.2x	2.7x
Mon, 01 Sep 2025	₪67.8b	₪27.0b	₪4.0b	14.2x	17x	2.5x
Wed, 30 Jul 2025	₪68.0b	₪26.4b	₪4.6b	13.6x	14.8x	2.6x
Fri, 27 Jun 2025	₪66.4b	₪26.5b	₪4.6b	13.5x	14.4x	2.5x
Sun, 25 May 2025	₪59.4b	₪26.7b	₪5.0b	10.7x	11.8x	2.2x
Tue, 22 Apr 2025	₪57.9b	₪26.1b	₪5.4b	10.9x	10.7x	2.2x
Thu, 20 Mar 2025	₪55.2b	₪24.4b	₪4.9b	11.5x	11.4x	2.3x
Sat, 15 Feb 2025	₪58.7b	₪24.2b	₪4.6b	13.1x	12.8x	2.4x
Mon, 13 Jan 2025	₪52.8b	₪24.5b	₪4.7b	10.4x	11.2x	2.2x
Wed, 11 Dec 2024	₪50.5b	₪24.3b	₪4.6b	10.9x	10.9x	2.1x
Fri, 08 Nov 2024	₪46.6b	₪24.7b	₪4.8b	10x	9.7x	1.9x
Sun, 06 Oct 2024	₪42.3b	₪24.9b	₪4.9b	8.7x	8.7x	1.7x
Tue, 03 Sep 2024	₪41.3b	₪24.5b	₪4.7b	8.6x	8.7x	1.7x
Thu, 01 Aug 2024	₪38.9b	₪25.0b	₪4.7b	7.8x	8.2x	1.6x
Sat, 29 Jun 2024	₪38.2b	₪25.0b	₪4.7b	7.9x	8.1x	1.5x
Mon, 27 May 2024	₪37.9b	₪25.0b	₪4.7b	8.6x	8x	1.5x
Wed, 24 Apr 2024	₪40.9b	₪25.3b	₪4.9b	8.2x	8.4x	1.6x
Fri, 22 Mar 2024	₪42.2b	₪25.0b	₪3.7b	11.1x	11.3x	1.7x
Sun, 18 Feb 2024	₪39.2b	₪25.0b	₪4.0b	9.4x	9.7x	1.6x
Tue, 16 Jan 2024	₪38.9b	₪25.5b	₪4.2b	9.4x	9.3x	1.5x
Thu, 14 Dec 2023	₪38.9b	₪25.4b	₪4.2b	9.5x	9.4x	1.5x
Sat, 11 Nov 2023	₪36.8b	₪25.7b	₪3.6b	8.3x	10.2x	1.4x
Mon, 09 Oct 2023	₪38.4b	₪25.7b	₪3.6b	8.5x	10.7x	1.5x
Wed, 06 Sep 2023	₪41.9b	₪25.5b	₪3.6b	9.1x	11.8x	1.6x
Fri, 04 Aug 2023	₪40.9b	₪25.4b	₪6.0b	10x	6.8x	1.6x
Sun, 02 Jul 2023	₪35.7b	₪25.4b	₪6.0b	8.8x	6x	1.4x
Tue, 30 May 2023	₪36.3b	₪25.2b	₪8.1b	7.9x	4.5x	1.4x

Current Industry PE

Investors are optimistic on the Israeli Oil and Gas Exploration and Production industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 23.4x which is higher than its 3-year average PE of 12.3x.

The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 4.8x.

Past Earnings Growth

The earnings for companies in the Oil and Gas Exploration and Production industry have declined 25% per year over the last three years,
Revenues have also declined 13% per year.
This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does Israeli Oil and Gas Exploration and Production compare with similar industries?


IL Market	0.61%
Energy	1.68%
Oil and Gas	1.71%
Oil and Gas Exploration and Production	2.14%
Oil and Gas Refining and Marketing	-0.24%
Oil and Gas Storage and Transportation	-2.87%

Industry PEThere are no additional sub-industries under this industry.

Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company	Last Price	7D	1Y	Valuation
NWMD NewMed Energy - Limited Partnership	₪18.00	4.2% +₪856.9m	28.9%	PE30.2x
DLEKG Delek Group	₪966.10	2.6% +₪451.7m	56.6%	PE29.1x
NVPT Navitas Petroleum Limited Partnership	₪135.00	1.7% +₪260.8m	56.8%	PE32.9x
ISRA Isramco Negev 2 Limited Partnership	₪2.32	3.1% +₪179.6m	7.5%	PE18.2x
TMRP Tamar Petroleum	₪28.69	2.9% +₪73.2m	-15.8%	PE17.8x

Company

Last Price

Valuation

NWMD NewMed Energy - Limited Partnership

₪18.00

4.2%
+₪856.9m

28.9%

PE30.2x

DLEKG Delek Group

₪966.10

2.6%
+₪451.7m

56.6%

PE29.1x

NVPT Navitas Petroleum Limited Partnership

₪135.00

1.7%
+₪260.8m

56.8%

PE32.9x

ISRA Isramco Negev 2 Limited Partnership

₪2.32

3.1%
+₪179.6m

7.5%

PE18.2x

TMRP Tamar Petroleum

₪28.69

2.9%
+₪73.2m

-15.8%

PE17.8x

Navitas Petroleum Lp Announces Sea Lion Operator's Update

Rockhopper Exploration plc notes the recent update published by Navitas Petroleum LP ("Navitas" or the "Operator") on Sea Lion development progress. As previously disclosed the first two phases of the Sea Lion development is set to use an FPSO, being the Aoka Mizu, which shall have production capacity of 55k bopd (19.25k bopd net to Rockhopper). Navitas has provided an update that it is investigating accelerating the development of subsequent phases of the Sea Lion development and has accordingly signed a Memorandum of Understanding ("MOU") for an additional FPSO which could increase the Sea Lion production capacity by a further 125,000 bopd (43.75k bopd net to Rockhopper). There is no guarantee that this MOU will convert to legally binding agreements. Navitas has also updated that due to the conflict in Iran, it has decided to change the location for the upgrades of the Aoka Mizu FPSO from the Middle East to Asia. This change will add an approximate USD 45 million to the current development budget. Rockhopper benefits from a loan from Navitas covering 2/3 of its 35% equity requirement for Phase 1 of the Sea Lion development. Accordingly, the net increase in Rockhopper's equity costs is USD 5.25 million and Rockhopper remains funded for Phase 1 of the project. Navitas reports other progress on the Sea Lion development as follows: · The development works on the Falkland Islands have commenced and at this stage are focused on preparing the dock and shore base. Later this year, works will also commence for the construction of worker accommodation as well as additional infrastructure works in preparation for the commencement of drilling activity. The manufacturing of long lead items for the Phase 1 is ongoing. In early May 2026, the owner of the Aoka Mizu FPSO provided an update that production by the current operator had concluded and, by the end of May, disconnection works will be completed and the Aoka Mizu FPSO will sail to the shipyard for upgrade work to adapt it to Sea Lion's requirements. Drilling and completion works are scheduled to commence at the beginning of 2027. First oil from the Phase 1 is still currently expected in H1 2028.

Israeli (TA) Oil and Gas Exploration and Production Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

Latest News

First quarter 2026 earnings released: EPS: US$0.01 (vs US$0.011 in 1Q 2025)

Navitas Petroleum Lp Announces Sea Lion Operator's Update

Delek Group Ltd., Annual General Meeting, Jul 01, 2026

New major risk - Financial position

NewMed Energy - Limited Partnership, Annual General Meeting, Jun 25, 2026

Naphtha Israel Petroleum Corp. Ltd., Annual General Meeting, Jun 11, 2026

Equital Ltd., Annual General Meeting, Jun 11, 2026

New major risk - Share price stability

Full year 2025 earnings released: US$0.082 loss per share (vs US$0.082 loss in FY 2024)

Here's Why We're Not At All Concerned With Israel Opportunity - Energy Resources' (TLV:ISOP) Cash Burn Situation

New minor risk - Share price stability

Full year 2025 earnings released: US$0.29 loss per share (vs US$0.32 loss in FY 2024)

Tomer Energy Royalties (2012)'s (TLV:TOEN) Profits Appear To Have Quality Issues

New major risk - Dividend sustainability

Now 23% overvalued