Main revenue sectors:

1. Exploration and production of crude oil and natural gas
2. Refining and distribution of petroleum products
3. Petrochemical products

TOP 3 markets:

1. India: approx. 70%
2. Bangladesh: approx. 15%
3. Myanmar: approx. 10%

Oil India Limited generates the majority of its revenue from the exploration and production of crude oil and natural gas. The Indian market is the most significant for the company, attributed to the high demand and strategic importance of energy in the region.

The expansion into neighboring markets such as Bangladesh and Myanmar demonstrates Oil India's efforts to strengthen its regional presence and benefit from the growing energy infrastructure in these countries.

Main production sites of Oil India Limited:

1. Assam, India
2. Arunachal Pradesh, India
3. Rajasthan, India

Oil India Limited is one of the leading state-owned oil and gas companies in India. The main production facilities are located in the northeastern states of Assam and Arunachal Pradesh, where the company has been operating for decades. These regions are rich in oil and gas reserves and form the core of Oil India Limited's production activities.

In addition, the company also has significant production facilities in Rajasthan, another important location for oil and gas extraction in India. This strategic distribution of production sites enables Oil India Limited to ensure a stable supply and efficient production.

Strategy for Future Growth:

Oil India Limited (OIL) pursues a multi-pronged growth strategy focusing on the following core areas:

1. Expansion of Exploration and Production Activities: OIL plans to expand its exploration and production capacities both in India and internationally. This includes developing new oil and gas fields as well as optimizing existing resources.

2. Diversification into Renewable Energies: The company is increasing its investments in renewable energies, particularly in solar and wind power projects. This diversification aims to reduce dependence on fossil fuels and tap into new revenue streams.

3. Technological Innovation and Efficiency Enhancement: OIL is leveraging new technologies to improve efficiency and reduce operating costs. This involves the use of digitization and automation in their operations.

4. Strategic Partnerships and Joint Ventures: Through collaborations with international and national partners, OIL aims to expand its market presence and gain access to new technologies and markets.

This strategy aims to strengthen the competitiveness of Oil India Limited and ensure sustainable growth in a changing energy market.

Commodities/Materials: Crude oil, natural gas

Main importing countries: Saudi Arabia, Iraq, United Arab Emirates, Nigeria

Oil India Limited (OIL) mainly imports crude oil and natural gas to meet domestic demand and supply refineries. The main supplier countries are Saudi Arabia and Iraq, which are among the largest oil producers in the world. The United Arab Emirates and Nigeria are also significant exporters of crude oil to India.

These imports are crucial to ensure energy supply in India, as domestic production is insufficient to meet the entire demand. Diversifying import sources helps OIL minimize risks and increase supply security.

Market share in India: Approximately 10% (estimated, 2025)
EBITDA margin: 35% (2024)
Reserves of raw materials: Over 1 billion barrels of oil equivalent (2024)

Oil India Limited (OIL) has a significant competitive advantage due to its extensive reserves of raw materials and its strong position in the Indian market. With an estimated market share of around 10%, OIL is one of the leading companies in the Indian oil and gas sector.

The EBITDA margin of 35% in 2024 shows that the company operates efficiently and is able to generate high profits from its operations. This is supported by control over cost-effective production facilities and an effective cost structure.

Additionally, OIL benefits from strategic partnerships and government support, further strengthening its position in a competitive market. Continuous investment in exploration and technology ensures the company's long-term competitiveness.

Institutional Investor Share: approximately 40% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last year (estimated)

The institutional investor share in Oil India Limited traditionally stands at around 40%, based on the latest available data. These investors play a crucial role in stabilizing the stock price and providing capital.

Insider transactions, such as purchases or sales of shares by executives or directors, are typically an indicator of management's confidence in the company's future prospects. There were no significant insider transactions in the last year, which could suggest a stable assessment of the company's situation by the management.

Market share of Oil India Limited: Estimated around 8-10% (2025)

Major competitors and their market share:

1. Indian Oil Corporation (IOC): around 30%
2. Reliance Industries Limited (RIL): around 25%
3. Bharat Petroleum Corporation Limited (BPCL): around 15%
4. Hindustan Petroleum Corporation Limited (HPCL): around 12%
5. Oil and Natural Gas Corporation (ONGC): around 10%
6. Oil India Limited (OIL): around 8-10%

Oil India Limited has a moderate market share compared to its larger competitors such as Indian Oil Corporation and Reliance Industries. The moat of Oil India Limited is less pronounced than that of its larger competitors, who have more extensive resources, diversified business models, and greater market penetration.

The advantage of Oil India Limited lies in its specialization in the exploration and production of oil and gas, enabling focused expertise in this area. However, the larger companies have a stronger moat through vertical integration and broader product ranges, as they operate across the entire value chain and can leverage economies of scale.

In summary, Oil India Limited operates in a highly competitive market and maintains its position through specialization, but compared to its competitors, it has a less pronounced moat.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Oil Production Increase: 5% (2024)

Oil India Limited recorded a revenue growth of 10% and a profit growth of 8% in 2024. These positive developments are attributed to an increased oil production, which has grown by 5%, and improved operational efficiency.

The company benefits from stable oil prices and increased demand for energy, especially in emerging markets. Additionally, Oil India Limited has invested in new technologies and exploration projects to further increase production and reduce costs.

In the long term, Oil India Limited's stock could benefit from these strategic initiatives. However, investors should also consider the geopolitical risks and volatility of commodity markets that can impact the business.

Dividend Yield: 5.5% (2024)

Dividend History: Continuous payout over the last 5 years

Oil India Limited regularly pays dividends to its shareholders. The dividend yield was approximately 5.5% in 2024, which can be considered attractive compared to other companies in the industry.

The company has maintained a continuous dividend payment over the past five years, indicating a reliable payout policy. This consistency demonstrates that Oil India Limited is committed to providing its shareholders with a stable income, supported by its solid financial performance and cash flow generation.

However, future dividend payments depend on overall business performance and market conditions.