Bharat Petroleum Corp Ltd (NSE:BPCL)

Q4 2025 Bharat Petroleum Corporation Ltd Earnings Call Transcript

May 02, 2025 / 05:30AM GMT

Release Date Price: ₹311.4 (+0.44%)

Transcript

Key Points

Positve

Bharat Petroleum Corp Ltd (BOM:500547) achieved a gross refining margin (GRM) of USD $9.2 per barrel, which is a premium to the Singapore GRM of CAD 3.16 per barrel.
The company's domestic market sales grew by 1.82% year-on-year during Q4, reaching 13.42 million metric tonnes.
Bharat Petroleum Corp Ltd (BOM:500547) reported record annual sales of 52.4 million metric tonnes, with the highest-ever sales for lubricants.
The company is expanding its network with the commissioning of 340 new CNG stations and 313 EV charging stations during FY24-25.
Bharat Petroleum Corp Ltd (BOM:500547) is actively pursuing renewable energy and green hydrogen projects through joint ventures, supporting India's energy transition goals.

Negative

The company faced under-recoveries in domestic LPG, currently estimated at around INR 170 per cylinder.
Bharat Petroleum Corp Ltd (BOM:500547) reported a profit after tax of INR 3 billion, which is lower compared to previous periods.
The company has taken a INR 17 billion impairment related to project delays in Mozambique.
There has been a decline in market share for retail fuel, particularly in diesel and gasoline.
The company faces challenges with Russian crude availability due to new sanctions, impacting crude sourcing.

Operator

Ladies and gentlemen, good day, and welcome to the Bharat Petroleum Corporation Limited Q4 FY25 earnings conference call hosted by Antique Stock Broking Limited.

(Operator instructions)

I now hand the conference over to Mr. Varatharajan Sivasankaran from Antique Stock Broking Limited.

Thank you, and over to you, sir.

Varatharajan Sivasankaran;RAHUL AGRAWAL

ANTIQUE STOCK BROKING LIMITED - President;BHARAT PETROLEUM - chief

Thank you [Sejal]. I'd like to extend a very warm welcome to all the participants for taking time out to be in this call and the management for taking the time out to present us the scenario for Fortune

We have with us, Mr. V.R.K. Gupta is the Director Finance, Pankaj Kumar, ED corporate finance. So CVPRV, ED corporate treasury, GM GM treasury, and insurance. And mister Rahul Agrawal , chief manager, treasury and insurance

I want to hand over the floor to Rahul for his strategy announcement followed by the initial remarks from the management. Rahul, please.

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