Q4 2026 Bharat Petroleum Corporation Ltd Earnings Call Transcript
Key Points
- Bharat Petroleum Corp Ltd (BOM:500547) demonstrated operational resilience amid global energy supply chain disruptions, maintaining crude supply security through diversified procurement strategies.
- The company's refining business achieved a record refinery throughput of 41.15 million metric tonnes, with a utilization rate of 116% and a gross refining margin of USD 11.74 per barrel.
- Bharat Petroleum Corp Ltd (BOM:500547) expanded its retail network significantly, commissioning 1,697 new retail outlets and expanding its EV charging and CNG networks.
- The company reported strong financial performance with a standalone profit after tax of Rs 3,191 crore and a consolidated profit after tax of Rs 5,625 crore.
- Bharat Petroleum Corp Ltd (BOM:500547) is advancing its renewable energy initiatives, with 251 megawatts of installed capacity and additional projects under execution for 100 megawatts.
- The company faces challenges due to geopolitical tensions and volatility in crude and product prices, impacting its operations and financials.
- There is a significant under-recovery in the LPG segment, with a cumulative negative buffer of Rs 12,319 crore as of March 2026.
- Bharat Petroleum Corp Ltd (BOM:500547) is experiencing delays in its Bina Petrochemical and Refinery Expansion Project due to geopolitical developments and supply chain challenges.
- The company is facing cash flow challenges due to pricing restrictions and disruptions in supply, which could impact its financial stability if prolonged.
- There is uncertainty in the global energy markets, and the company refrains from providing forward-looking guidance, indicating potential risks in future performance.
Ladies and gentlemen, good day and welcome to Bharat Petroleum Corporation Limited's Q4FI26 Earnings Conference Call, hosted by Antique Stockbroking Limited.
As a reminder, all buy spin lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star, then zero on a touch tone phone. Please note that this conference is being recorded.
I now hand the conference over to Mr. Varatharajan Sivasankaran from Antique Stock Broking Limited.
Thank you, and over to you, sir.
Thank you, Michelle.
A very good morning, everyone.
It's my pleasure to welcome all the participants on this call, as well as the BPCL Senior Management for the 4th quarter FA26 BPCL Results Conference Call.
With this, we have Mr. Viatra Gupta, Director of Finance, Mr. Pankaj Kumar, ED Corporate Finance, Mr. Ashish
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