CONFIPETCONFIDENCE PETROLEUM INDIA LTD.
Crisis-led surge masks thin margins, guidance vague
volume growth · LPG pricing · West Asia crisis
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27 Aug 2026
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18 Aug 2026
HINDPETROHINDUSTAN PETROLEUM CORPORATION LTD.
Record throughput, historic loss: inventory crisis masks structural upside
inventory write-down · marketing under-recovery · HRRL ramp-up
GAILGAIL (INDIA) LTD.
Strong quarter, temporary tailwinds—guidance held firm
trading arbitrage · basis normalization · price volatility
IOCINDIAN OIL CORPORATION LTD.
Strong refining growth masked by LPG losses and margin compression
refinery expansion · geopolitical risk · LPG under-recovery
17 Aug 2026
DEEPINDSDeep Industries Ltd
Beat revenue guidance but margins below range; FY28 ₹500Cr PAT ambitious
production enhancement delay · offshore fleet expansion · Kandla integration
INOXGREENInox Green Energy Services Ltd
Core O&M down 23% YoY; margin boost masks execution risk
operational revenue decline · acquisition-driven growth · H2 recovery bet
IRMENERGYIRM Energy Ltd
Record quarter, but margins windfall; volume miss undercuts 30% prior target
Windfall margins · Volume miss · Sourcing lock-in
16 Aug 2026
MGLMahanagar Gas Ltd
Volume growth held, but profit tanked YoY; macro crisis stalls margin upside
PNG Drive 2.0 · margin volatility · gas supply crisis
OILOIL INDIA LTD.
Record profit on crude surge; gas momentum stalled despite long-term vision
crude-price-driven · NRL-commissioning · gas-monetization-bottleneck
TATAPOWERTATA POWER CO.LTD.
27th consecutive growth quarter; rooftop surge offsets auction slowdown
renewable acceleration · rooftop exponential growth · Mundra resolution pending
ADANIPOWERADANI POWER LTD.
45 GW raised, strong Q1 masks seasonal headwinds
capacity-expansion · PPA-de-risking · thermal-demand-tailwind
02 Aug 2026
