SAED applicability on KG 98/2 crude
Management is reviewing whether the windfall tax (SAED) applies to new KG production; if imposed, it could reduce realizations.
ONGC / Q3-FY24 / risks
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Material risks this quarter
medium
Rising rig day rates
New jackup rig rates have risen to $70,000-$90,000/day from COVID lows, potentially increasing drilling costs.
OVL dividend repatriation from Russia
Dividends from Russian operations remain stuck due to sanctions; management is pursuing a share swap to resolve.
OpEx increase from one-off items
Nine-month OpEx rose 25% YoY partly due to one-off items (water injection, LD payments); if these recur, margins could be pressured.