Hindustan Petroleum Corp Ltd (BOM:500104) Q3 2025 Earnings Call Highlights: Record Profit Surge ...

In This Article:

  • Profit After Tax: INR3,023 crore, up from INR529 crore in Q3 FY24.

  • Revenue from Operations: INR1,18,936 crore, compared to INR1,18,443 crore in Q3 FY24.

  • Average GRM: $6.01 per barrel, down from $8.49 per barrel in Q3 FY24.

  • Crude Throughput: 18.53 million metric tonnes, a 12.4% increase from the previous year.

  • Sales Volume: 37.12 million metric tonnes, a growth of 7.6% year-over-year.

  • Domestic Sales Volume Growth: 8.2% during the quarter, compared to industry growth of 6.3%.

  • Motor Fuels Sales: 7.85 million metric tonnes, a growth of 6.3% over the previous year.

  • LPG Sales Volume: 2.31 million metric tonnes, a growth of 4.9%.

  • Industrial Products Sales Volume: 1.25 million metric tonnes, a growth of 25% year-over-year.

  • Aviation Fuel Sales Volume: 285 million TMT, a growth of 26% over Q3 FY24.

  • Lubricant Sales Volume: 178 TMT, a growth of 11.5% over the previous year.

  • CapEx Expenditure: INR2,900 crore for Q3, with INR9,500 crore spent from April to December.

  • Retail Outlets: 450 new outlets commissioned, totaling 22,953 outlets.

  • LPG Distributorships: 6 new distributorships, totaling 6,370.

  • EV Charging Facilities: Over 5,000 facilities at retail outlets.

Release Date: January 24, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Hindustan Petroleum Corp Ltd (BOM:500104) reported a significant increase in profit after tax for Q3 FY25, reaching INR3,023 crore compared to INR529 crore in the same quarter of the previous year.

  • The company achieved its highest ever crude throughput of 18.53 million metric tonnes, operating at 106% of installed capacity.

  • Sales volume growth outpaced industry growth, with a 7.6% increase in sales volume from April to December 2024.

  • The company commissioned a 5 million metric ton Chhara LNG regassification plant, enhancing its infrastructure capabilities.

  • Hindustan Petroleum Corp Ltd (BOM:500104) has been actively expanding its retail network, commissioning 450 new retail outlets and 6 LPG distributorships during the quarter.

Negative Points

  • The average gross refining margin (GRM) decreased to $6.01 per barrel from $8.49 per barrel in the previous year.

  • The company faced inventory losses during the quarter, with INR355 crore in refinery and INR460 crore in marketing.

  • There was a reported loss of INR700 crore in the integrated operations of HMEL, primarily due to subdued polymer prices.

  • The company is still awaiting government approval for the carve-out of its lubricant business, which could delay potential value unlocking.

  • The under-recovery on LPG subsidies amounted to INR7,600 crore, with INR3,100 crore in Q3 alone, impacting financial performance.