Crude Oil Price Volatility Impact on Realizations
Q1 realizations fell 22% YoY to $62.66/bbl, causing standalone PAT collapse of 82%. Management expects prices to remain in $65-70 range, offering limited upside and continued margin pressure.
OIL / Q1-FY26 / risks
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Oil India · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
New Well Gas Monetization Constraint
~140 BCM of proven gas reserves remain stranded—CGD networks in northeast not yet operational, and management is awaiting ministry approval for NRL supply at premium pricing instead of waiting for CGD development (likely post-2028).
Bangladesh Block Exit and Provision Losses
₹307 crore provision taken for Bangladesh blocks where JV partner BG invoked performance bank guarantee; both OIL and Uniper decided to exit the project.
Overseas Asset Impairment - Gabon
₹207 crore provision taken for Gabon block due to non-performance, raising concerns about future value realization from international portfolio.