Bharat Petroleum Corporation Limited — Q3 FY25
BPCL reported Q3 FY25 revenue of INR 127,521 crore and PAT of INR 4,649 crore, with refinery throughput at 107% of nameplate capacity despite planned shutdowns.
neutral
medium
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q2 FY25
CapEx for FY25: ₹15,000-16,000 crore
Management expects to end the year with CapEx in the range of ₹15,000-16,000 crore, slightly below the original plan of ₹16,400 crore.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY25
LPG losses to rise to ~₹3,000 crore per quarter in H2
Assuming Saudi CP at $620-630/ton, management estimates monthly LPG under-recovery of ₹900-1,000 crore, implying ~₹3,000 crore per quarter.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1