KG-DWN-98/2 gas ramp-up delays
Gas production ramp-up from KG-DWN-98/2 may be delayed due to weather conditions in the East Coast and installation timelines for remaining structures.
medium · management_commentary
Oil & Natural Gas Corporation — Q3 FY25
ONGC reported a turnaround in domestic oil and gas production during Q3 FY25, with crude oil output growing 1.02% YoY and gas production showing a marginal increase, reversing a...
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
Petrochemical downcycle impacting OPaL
OPaL's margins remain under pressure from the petrochemical downcycle, with ethylene-naphtha spreads at $300-350/ton, though gas allocation and SEZ exit may help.
medium · analyst_questionRussian dividend repatriation stuck
About $250 million of dividends from Russian projects are stuck in Russian banks due to sanctions, with no clear timeline for repatriation.
low · management_commentaryRenewable energy execution risk
ONGC's late entry into renewables may face execution challenges; management acknowledged being a 'second mover' and targets 10 GW by 2030, which is ambitious given current capacity of 193 MW.
medium · analyst_question