Geopolitical crude supply disruptions
Middle East tensions and Red Sea route closures have impacted ~30-40% of term cargoes temporarily, though suppliers have assured makeup.
high · analyst_question
Chennai Petroleum Corporation Ltd — Q4 FY26
Chennai Petroleum delivered a stellar Q4 FY26 with record annual crude throughput of 11.71 MMT (112% capacity) and Q4 throughput of 2.93 MMT (111% capacity).
bullish
high
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Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Export duty and RTP pricing volatility
Export duties on diesel and ATF have compressed netbacks; management deflected quantification of impact, stating they optimize domestic vs export sales.
medium · analyst_questionForex loss volatility
Q4 forex loss of ~₹200 crore and annual loss of ~₹350 crore booked in other expenses, impacting profitability.
medium · data_observation