Rattibha

🛢️Industry: Oil & Gas
🗞️Indian Oil Minister urges enhanced exploration to reduce imports, citing $100 Billion Investment potential by 2030
🛢️13 companies from oil & gas industry poised to benefit from this investment opportunity
[A thread...]🧵👇

🔶Bharat Petroleum Corporation Ltd:
The company is involved in refining crude oil and marketing petroleum products.
🔹M Cap: ₹1,33,648 Cr
🔹CMP: ₹308
🔹P/E: 4.92

🔶Key Metrics:
🔹Domestic sales volume: Over 51.04 MMT in FY24.
🔹Refining capacity: 35.30 MMT (including Bina Refinery), approximately 14% of India's total.
🔹Retail outlets: Around 21,840 (as of March 31, 2024), second-largest in India.

🔶Oil India Ltd:
The company engages in crude oil and natural gas exploration, production, crude oil transportation, LPG production, and E&P related services.
🔹M Cap: ₹1,01,126 Cr
🔹CMP: ₹622
🔹P/E: 12.9

🔶Key Points:
🔹Crude oil production: 3.359 MMT
🔹Natural gas production: 3.182 BCM
🔹Co holds a 69.63% equity stake in Numaligarh Refinery Ltd (NRL), operating a 3 MMTPA refinery in Numaligarh, Assam.

🔶Indian Oil Corporation Ltd:
The company is involved in refining, pipeline transportation, petroleum product marketing, exploration, natural gas marketing & petrochemicals. It possess 32% of total refining capacity of India.
🔹M Cap: ₹2,38,931 Cr
🔹CMP: ₹169
🔹P/E: 5.78

🔶Key Points:
🔹Refineries: 11 refineries with 80.60 MMTPA capacity.
🔹Pipeline Infrastructure: Manages ~17,000 km of crude oil and product pipelines with a total capacity of 119.2 MMTPA.
🔹Pipeline Market Share: Holds a 59% share in crude and product pipelines by length (Downstream).

🔶Hindustan Petroleum Corporation Ltd:
The company primarily focuses on crude oil refining, petroleum product marketing, hydrocarbon production, and management services for E&P blocks.
🔹M Cap: ₹74,112 Cr
🔹CMP: ₹348
🔹P/E: 4.64

🔶Key Points:
🔹HPCL operates refineries in Mumbai (9.5 MTPA) and Visakhapatnam (13.7 MTPA), with a total capacity of 23.2 MTPA.
🔹It also has an 11.3 MTPA refinery in Bathinda, Punjab (JV with Mittal Energy).

🔶GAIL (India) Ltd:
The company is India's largest state-owned natural gas processing and distribution entity, with a diverse portfolio including manufacturing, transmission, city gas distribution, and oil & gas exploration.
🔹M Cap: ₹1,54,383 Cr
🔹CMP: ₹235
🔹P/E: 15.5

🔶Key Points:
🔹The company controls 50% of India's natural gas market, operates 74% of the country's natural gas transmission pipelines, and manages 42% of its CNG stations.
🔹Gas Network: 15,600 KM with capacity of 14 MMTPA, 2040 KM of LPG
🔹LPG: 1.4 MMTPA
🔹Exploration: 15 Blocks
🔹City Gas: 67 Cities and Geographic Areas with 2,360 CNG stations

🔶Petronet LNG Ltd:
The company develops, designs, constructs, owns, and operates LNG import and regasification terminals in India.
🔹M Cap: ₹52,148 Cr
🔹CMP: ₹348
🔹P/E: 14.8

🔶Key Points:
🔹The company owns and operates 2 regasification terminals at Dahej (Gujarat) and Kochi (Kerala) with a total capacity of 22.5 MMTPA.
🔹It supplies 33% of the gas in India and handles approximately 75% of LNG imports into the country.

🔶Indraprastha Gas Ltd:
IGL operates city gas distribution in Delhi and nearby regions including Noida, Greater Noida, Ghaziabad, Gurugram, Meerut, Kanpur etc.
🔹M Cap: ₹37,485 Cr
🔹CMP: ₹536
🔹P/E: 21.4

🔶Key Points:
🔹It operates 882 CNG stations, serves 2.7 million residential connections, and has approximately 10,600 industrial/commercial customers.
🔹The sales volume mix for CNG is 75%.

🔶Deep Energy Resources Ltd:
Co is involved in both conventional and unconventional oil and gas exploration and production.
🔹M Cap: ₹586 Cr
🔹CMP: ₹183
🔹P/E: 431

🔶Adani Total Gas Ltd:
It operates in the development of city gas distribution (CGD) networks for continuous supply of piped natural gas (PNG) and compressed natural gas (CNG).
🔹M Cap: ₹98,175 Cr
🔹CMP: ₹893
🔹P/E: 147

🔶Key Points:
🔹ATGL is one of India's largest city gas distribution (CGD) players, operating in 33 geographical areas (GAs), including the 14 GAs won in the eleventh-round bid.
🔹The company has a network of 903 CNG stations, with 170 new CNG stations added recently.

🔶Gujarat Gas Ltd:
GGL operates in the natural gas sector in India, focusing on distributing gas from sources to demand centers and end customers.
🔹M Cap: ₹44,202 Cr
🔹CMP: ₹642
🔹P/E: 40.2

🔶Key Points:
🔹GGL holds 27 CGD authorizations across Gujarat.
🔹It manages a vast gas pipeline network spanning over 38,100 km.
🔹Co operates 817 CNG stations and serves over 21 lakh PNG connections in domestic, commercial, and industrial segments.

🔶Mahanagar Gas Ltd:
MGL is involved in city gas distribution (CGD), supplying natural gas in Mumbai, adjoining areas, and Raigad District, Maharashtra.
🔹M Cap: ₹17,207 Cr
🔹CMP: ₹1,742
🔹P/E: 13.4

🔶Key Points:
🔹Co's sales volume composition includes 71.8% CNG, 14.4% domestic PNG, and 13.8% industrial and commercial PNG.
🔹As of March 31, 2024, the company operates 347 CNG stations.

🔶Reliance Industries Ltd:
The company's core operations focus on refining crude oil to produce transportation fuels, polymers, elastomers, intermediates, and polyesters.
🔹M Cap: ₹21,62,286 Cr
🔹CMP: ₹3,196
🔹P/E: 31.1

🔹The company has a crude refining capacity of 1.4 million barrels per day and operates the largest single-site refinery complex in the world.

🔶Hindustan Oil Exploration Company Ltd:
It is engaged in the exploration, development and production of crude oil and natural gas in India, both onshore and offshore.
🔹M Cap: ₹3,054 Cr
🔹CMP: ₹231
🔹P/E: 15.5

⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only.

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