Yogesh Patil · Doat Capital
partialCrude purchase challenges and spot vs term contract mix.
our term contracts are intact and barrels are flowing... normally our term is 55 to 60%... no significant change has happened.
CHENNAIPETROLEUM / Q4-FY26 / claim-ledger
Audit the questions that mattered.
Chennai Petroleum · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
67%
Numeric claims
0
Consistency
—
Question ledger
What was answered, and how?
Yogesh Patil · Doat Capital
evasiveWhether diesel/ATF cracks are positive after export duty.
export is not a compulsion... we are not booking anything on export... intermittent abnormal indication in the market doesn't impact me.
Yogesh Patil · Doat Capital
directImpact of LPG maximization on GRM in March and Q1 FY27.
instead of 404 we have gone to 447 that's about 10%... this has not impacted our margins.
Nilles Kugi · HTSC securities
partialWhether 110-111% throughput can be sustained in FY27 H1.
in the first 6 months we don't see any amends... close to September October we have a scheduled MNI of one of our refinery units.
Nilles Kugi · HTSC securities
directWhether products sold at RTP or at a discount to OMCs.
close to about 90% of our product... goes to Indian oil... agreement is at RTP transfer.
Sabri Hazarika · MK Global Finance Service
directReported GRM and core GRM for Q4.
10.38 three 10.3 right... would be core GRF 10.38.
Sabri Hazarika · MK Global Finance Service
directForex loss for the quarter and year.
for the quarter it is about 200 cr approximately... for the whole year it will be around 600 crores... correct to 350 crores.
Sabri Hazarika · MK Global Finance Service
directWhether current net GRM after export duty is negative or good.
the net GRM based on realized RTP is pretty close to long-term average.
Sabri Hazarika · MK Global Finance Service
partialGeographical crude mix and average price.
India would be around 10%... 25 30% maybe Russia... rest would be mostly middle east countries bearing 5 to 10% Africa and US.
Bijit Nutkani · UTI AMC
evasiveQuantitative increase in cracks in March vs Jan-Feb.
quarter 4 GRM were little better than quarter 3... but if you talk about any particular part of March... the volatility is very high.
Kanan Meta · Bodha BNP Paribas Mutual Fund
directWhether long-term average diesel crack is around $15/bbl.
I found 11 to 13 is the long-term average $30 per barrel 11 to 13.
Nav Jimundia · Envil Web
partialVolume and GRM contribution from value-added products.
at this point I may not have detailed break up... 90% of my product is sold to Indian Oil... 78% give 15% of my margin.