OIL REFINING INDUSTRY
5 stocks with consistent score improvement and return potential of more than 43% in 1 year
At this juncture in the market, it is important to look at the macro picture of the sector and the Q4 numbers of the company before making investment decisions. If there is a decline in Q4 performance with no logical reason for the decline, stay away from the stock. Now, what do we mean by “logical reason”? For example, there are some sectors where, cyclically, Q4 results are bound to be bad. So, there is a logical reason for the poor results. When there is no such reason, it’s a red flag. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Indian refiners purchase more US crude before trade talks in May
Ahead of trade talks, Indian refiners are increasing US oil purchases, with June imports set to hit an 11-month high due to discounted WTI prices and geopolitical strategies. This surge in American crude is displacing West African imports, as India seeks to reduce reciprocal tariffs and address its widening trade deficit.
RIL logs highest one-day gain in 11 months, could rise 11-22% more
The conglomerate on Friday reported 2% growth in its consolidated net profit for the fourth quarter ended March 2025 and revenue from operations increased 10% year-on-year (YoY), exceeding analysts' expectations.
Stock picks of the week: 5 stocks with consistent score improvement and an upside potential of up to 40%
Though the bulls continue to make a comeback, there is still uncertainty on the street. Some factor that no one had even thought about just a week back, may well emerge to influence stock movement. So, be bullish. But also be extra cautious. And be prepared for another bout of volatility in the market. Our selected stocks today depict a strong upward trajectory in their overall average score, which is based on five key pillars – earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Why dividend yield, ignored in bull markets, matters: 6 stocks with high dividend yield of 5-9%
Nine months back there was hardly a stock with a dividend yield matching the interest rate of a savings bank (SB) account. Today, some have yields on par with fixed deposit rates. Now, consider a different point: The subjective nature of dividend payout and capital gains. Dividend payment is not only a function of how much money a company is making, but also a habit of the management, or its intent. There are companies sitting on cash piles but with low dividend-payout ratios. Capital gain is a function of many other things, some under the control of stock market players, and some not so much so. So, better focus on an element where there is still some certainty if management has the intent. And that is dividend yield.
Iran oil port explosion: Massive blast rocks Shahid Rajaee Port in Bandar Abbas
Iran oil port explosion shook Shahid Rajaee Port, Iran's largest maritime hub, causing nearly 700 casualties and halting critical operations. Located near the Strait of Hormuz, this port is vital for 85–90% of Iran's container traffic and connects Asia, Africa, and Europe. Despite the massive explosion, Iran’s oil refineries and pipelines remained unaffected. The tragedy highlights the port’s strategic importance as a key player in global trade routes.
Stock picks of the week: 5 stocks with consistent score improvement and return potential of more than 34% in 1 year
As volatility increases on the street, you will hear talk of the Nifty getting support at XYZ or some other level. This is where investors need to be cautious. The reason is simple: The bottom line and earnings of companies are not impacted by where the Nifty is trading. It is impacted by what is happening in their sectors. And you can get a fair idea of what is happening in a sector from what the management says in its con-calls after the quarterly earnings. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
Profit beat to new growth engine: Here are 5 takeaways from RIL Q4 results
Reliance Industries reported a strong Q4, with a net profit of ?19,407 crore, driven by robust performance in Jio and Retail despite margin pressures in oil-to-chemicals. The company also announced a dividend and plans to raise ?25,000 crore.
Edible oil industry body demands hike in import duty of refined palm oil to protect local industry
Solvent Extractors' Association of India (SEA) urges the government to increase import duty on refined palm oil. They want the duty to go up to 40 percent. This move aims to safeguard local processing industries. SEA highlights the disadvantage faced due to cheaper refined palmolein imports. They say exporting countries encourage this by imposing high duties on crude palm oil.
RIL Q4 Results Preview: PAT may fall 5% YoY on weak O2C business; retail, Jio to show strength
Reliance Industries' Q4 profit is expected to decline 5% YoY due to a weak O2C business, despite anticipated growth in the retail and Jio sectors. While consolidated EBITDA is projected to rise slightly, driven by telecom tariff hikes and retail improvements, O2C performance is expected to drag overall earnings down.
RIL to announce Q4 results today. 5 things to watch out for in the earnings card
Reliance Industries is expected to announce its Q4 results, with a potential dip in profitability due to a weak O2C business. However, the retail and Jio sectors are anticipated to demonstrate robust growth, significantly contributing to the overall performance. Investors are also awaiting the announcement of a dividend, the first in nearly three quarters.
India cuts LNG buying as other fuels become more attractive
Indian energy importers, including Gail India and Indian Oil Corp, are increasingly turning to cheaper oil products like naphtha and propane due to elevated LNG prices caused by outages at export plants. This shift, resulting in lower LNG imports, frees up supply for other Asian and European buyers.
Saudi to jointly set up two refineries in India
Saudi Arabia is partnering with Indian companies to establish two refineries in India, each with a 9 million tonnes per year capacity. Aramco may invest ?18,000 crore for a 26% equity stake in both projects. This renewed effort follows previous setbacks in securing a foothold in India's refining sector, with talks ongoing regarding crude supply terms.
India-Saudi refinery deal back on table: Will Aramco's third try finally click?
Saudi Arabia is again seeking investments in India's refining sector, attracted by the country's increasing oil demand and refining capacity. Despite past failed ventures, two new refinery proposals are under consideration, but disagreements over mandatory Saudi oil supply remain a hurdle.
Reliance imported 17.3% more Russian oil in March as against Feb
Reliance Industries imported about 532,700 barrels per day (bpd) of Russian oil in March, marking a 17.3% increase from February, according to ship-tracking data. Russian crude made up 48.5% of Reliance's total imports. However, overall crude imports fell by 19% to 1.1 million bpd due to an upcoming refinery maintenance shutdown.
Russian oil drives OPEC share in India's imports to record low, data shows
India's oil imports saw a significant shift in fiscal year 2024-25, with OPEC's share hitting a record low as Russian oil imports surged. Russia became India's top oil supplier for the third consecutive year, accounting for 36% of imports due to discounted prices.
Russian oil drives OPEC share in India's imports to record low, data shows
India's oil imports saw a shift in fiscal year 2024-25, with OPEC's share hitting a record low as Russian oil imports surged. Refiners favored discounted Russian crude, making Russia the top supplier for the third consecutive year. Consequently, imports from Saudi Arabia and Iraq declined significantly due to pricing and geopolitical factors.
India's battery-swapping boom hinges on deliveries and rickshaws
India's electric vehicle market is gaining momentum, particularly in two-and-three wheelers, driving the growth of battery swapping technology. Companies are investing heavily in swapping networks to cater to commercial drivers who prioritize speed. While challenges like standardization and funding persist, the expansion of quick-commerce delivery services further strengthens the case for battery swapping adoption.
India's infrastructure output increases 3.8% on-year in March
The Index of Eight Core Industries saw a 3.8% increase in March 2025 compared to March 2024, driven by positive growth in cement, fertilizers, steel, electricity, coal, and refinery products. The cumulative growth for the period of April 2024 to March 2025 reached 4.4%. While most sectors expanded, crude oil and natural gas production experienced declines during this period.
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