StockWatch
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Research Reports

07 Aug 2026
NLCINDIANLC India Ltd

NLC India Q1 FY27: Consolidated PAT falls 48% YoY on tax swing, PBT up 10%

thermal power · lignite mining · renewable energy

ResultsQ1 FY273 minEnergy & Oil/Gas
PANAENERGPANASONIC ENERGY INDIA COMPANY LTD.-$

When Fire and Going Concern Meet—Panasonic Energy at the Brink

factory fire · going concern · solvency risk

ResearchDeep dive6 minIndustrials & Infra
GUJENERGYGujarat Gas Ltd

Integration Print: Merged Entity's First Full Quarter Under New Structure

merged entity · CNG volumes · EBITDA margin

Result previewQ1 FY273 minEnergy & Oil/Gas
IGLINDRAPRASTHA GAS LTD.

New leadership, steady volumes—will IGL's margin story hold?

gas distribution · Q1 FY-2027 · new MD

Result previewQ1 FY273 minEnergy & Oil/Gas
PETRONETPETRONET LNG LTD.

LNG Volumes and Spot Pricing: The Q1 Setup

LNG · energy · commodities

Result previewQ1 FY273 minEnergy & Oil/Gas
06 Aug 2026
IRMENERGYIRM Energy Ltd

IRM Energy: PAT surges 143% YoY on margin expansion; volume growth of 8% trails guidance

city gas distribution · cng volume growth · margin expansion

ResultsQ1 FY273 minEnergy & Oil/Gas
RPOWERRELIANCE POWER LTD.

Reliance Power's consolidated PAT rises 45% YoY to ₹64.7 Cr; parent hit with CIRP plea

power generation · cirp filing · going concern doubt

ResultsQ1 FY273 minEnergy & Oil/Gas
SOTLSAVITA OIL TECHNOLOGIES LTD.

Savita Oil: Q1 PBT Surge 434% — Inventory Gains Cloud Underlying Business

inventory gains · crude oil · lubricants

ResearchDeep dive8 minEnergy & Oil/Gas
AEGISLOGAEGIS LOGISTICS LTD.

Aegis Logistics Q1 FY27: consolidated PAT triples YoY to ₹545 Cr on LPG margin surge

lpg trading margins · gas terminal · margin expansion

ResultsQ1 FY273 minEnergy & Oil/Gas
05 Aug 2026
AEGISVOPAKAegis Vopak Terminals Ltd

Aegis Vopak Q1 FY27: consolidated PAT -12% YoY like-for-like as tax rate, costs bite

port infrastructure · lng and lpg terminals · margin compression

ResultsQ1 FY273 minEnergy & Oil/Gas
ONGCOil and Natural Gas Corporation Ltd

ONGC: consolidated PAT sinks 43% on HPCL losses; standalone surges 112% on crude

oil and gas · crude realisation · refining losses

ResultsQ1 FY273 minEnergy & Oil/Gas
04 Aug 2026
PTCPTC INDIA LTD.

PTC India Q1FY27: consol PAT -54% YoY (-18% adjusted) as trading margins compress

power trading · margin compression · one-off provision

ResultsQ1 FY273 minEnergy & Oil/Gas
CASTROLINDCASTROL INDIA LTD.

Castrol India Q1 FY27: PAT +43% YoY to ₹348 Cr as margins defy guided H2 pressure

lubricants · margin expansion · revenue growth

ResultsQ1 FY273 minEnergy & Oil/Gas
CASTROLINDCASTROL INDIA LTD.

Margin Defence & Rural Pivot: Castrol Targets Steady Yield Amid Leadership Shift

lubricants · margins · rural-expansion

Result previewQ1 FY273 minEnergy & Oil/Gas
AEGISLOGAEGIS LOGISTICS LTD.

LPG Momentum & Terminal Expansion — Q1 Delivery Test

LPG logistics · terminals · FY27 guidance

Result previewQ1 FY273 minEnergy & Oil/Gas
03 Aug 2026
GULFOILLUBGulf Oil Lubricants India Ltd

Gulf Oil consolidated PAT up 27% YoY to ₹120.8 Cr as revenue jumps 30.6%, OPM steady

lubricants · margin management · tax rate

ResultsQ1 FY273 minEnergy & Oil/Gas
OILOIL INDIA LTD.

Oil India Q1 FY-27: Energy Transition Under Construction; Watch Production Ramp & Margin Squeeze

crude oil · production · refining margins

Result previewQ1 FY273 minEnergy & Oil/Gas
02 Aug 2026
NTPCNTPC LTD.

The Transmission Bottleneck vs. the 250 GW Roadmap

NTPC · transmission bottleneck · renewable capacity

Result verdictFollow-upQ1 FY276 minEnergy & Oil/Gas
NTPCNTPC LTD.

Multi-year pivot credible, but near-term execution stumbles

capacity transition · RE bottleneck · nuclear ambition

TranscriptDeep diveQ1 FY276 minEnergy & Oil/Gas
AEGISVOPAKAegis Vopak Terminals Ltd

Growth Momentum Tested Against Forecast Caution

terminals · LPG · capacity

Result previewQ1 FY273 minEnergy & Oil/Gas
TORNTPOWERTORRENT POWER LTD.

NPL Integration Enters Critical First Quarter — Margin Trajectory Key

Nabha Power · acquisition · power generation

Result previewQ1 FY273 minEnergy & Oil/Gas
NHPCNHPC LTD.

On the Monetization Move: NHPC's Q1 Cash Flow & Dividend Setup

dividend aristocrat · hydro power · PSU

Result previewQ1 FY273 minEnergy & Oil/Gas
POWERGRIDPOWER GRID CORPORATION OF INDIA LTD.

POWERGRID Q1: Margins Under Stress After Tariff Delays

transmission infrastructure · regulated returns · margin compression

Result previewQ1 FY273 minEnergy & Oil/Gas
ONGCOil and Natural Gas Corporation Ltd

Production ramp-up begins: ONGC Q1 poised on new gas flow

production ramp-up · KG-D6 · oil prices

Result previewQ1 FY273 minEnergy & Oil/Gas
31 Jul 2026
CLEANMAXClean Max Enviro Energy Solutions Ltd

CleanMax turns around to ₹55 Cr consolidated PAT as revenue doubles YoY

renewable energy · c&i solar · ipp

ResultsQ1 FY273 minEnergy & Oil/Gas
IOCINDIAN OIL CORPORATION LTD.

IndianOil swings to ₹1,141 Cr Q1 loss on inventory hit, weak margins — far shallower than feared

oil marketing · refining margins · inventory loss

ResultsQ1 FY273 minEnergy & Oil/Gas
SJVNSJVN Ltd

SJVN Q1: consolidated revenue surges 52% as new capacity fires up; PAT flat, margins compress

power generation · hydro power · thermal commissioning

ResultsQ1 FY273 minEnergy & Oil/Gas
GAILGAIL (INDIA) LTD.

GAIL Q1: consolidated PAT nearly doubles YoY to ₹4,671 Cr on gas-marketing surge

natural gas · gas marketing · margin expansion

ResultsQ1 FY273 minEnergy & Oil/Gas
30 Jul 2026
PRABHAPrabha Energy Ltd

Prabha Energy swings to Q1 profit; revenue up 49% YoY on NK block test sales

oil and gas · exploration production · turnaround

ResultsQ1 FY273 minEnergy & Oil/Gas
MGLMahanagar Gas Ltd

MGL Q1: consolidated PAT ₹193 Cr, -39% YoY (~18% adjusted) on gas-cost margin squeeze

city gas distribution · cng · margin compression

ResultsQ1 FY273 minEnergy & Oil/Gas