Revenue distribution by sectors:

• Exploration and Production: approx. 70%
• Refinery and Petrochemicals: approx. 20%
• Gas distribution and other services: approx. 10%

TOP 3 markets and their percentage shares:

• India: approx. 60%
• Asia (excluding India): approx. 20%
• Europe: approx. 10%

The Oil and Natural Gas Corporation Limited (ONGC) generates the majority of its revenue from the exploration and production of oil and gas. India remains the main market, as ONGC is a state-owned company and plays a significant role in ensuring the country's energy supply.

Asia and Europe are also important markets, with energy demand in these regions continuously growing. In recent years, ONGC has strengthened its international presence to benefit from the increasing global energy demand.

Main production sites:

• India: ONGC operates numerous onshore and offshore production facilities in India. The most significant ones include the offshore fields in Mumbai High, Krishna-Godavari Basin, and Cauvery Basin.
• International locations: ONGC Videsh, the international subsidiary, operates in over 15 countries, including Russia, Vietnam, Brazil, and Sudan.

ONGC is India's leading company in the field of oil and gas exploration and production. The majority of production takes place in India, with offshore fields making a significant contribution. Internationally, ONGC Videsh has expanded its presence through strategic investments and joint ventures to increase global production capacity and reduce dependence on domestic resources.

Strategy for Future Growth (estimated 2025):

1. Diversification into Renewable Energies: ONGC plans to increase its investments in renewable energies such as wind and solar energy to support the transition to a more sustainable energy production.

2. Increasing Production Efficiency: By utilizing new technologies and modernizing existing facilities, ONGC aims to enhance the efficiency of its oil and gas production.

3. International Expansion: The company is focusing on tapping into new markets and acquiring international extraction rights to expand its global presence.

4. Research and Development: ONGC is intensifying its investment in R&D to develop innovative solutions to improve extraction techniques and reduce environmental impacts.

These strategies reflect the global trend in which energy companies are increasingly relying on sustainable practices and technological innovations to remain competitive in the long term.

Main Imported Raw Materials: Crude Oil, Natural Gas

Important Countries of Origin:

• Saudi Arabia
• Iraq
• United Arab Emirates
• Nigeria

Oil and Natural Gas Corporation Limited (ONGC) is a significant company in the field of exploration and production of oil and natural gas. Although ONGC itself has extensive domestic resources, India as a whole relies on imports to meet its national demand.

The main imports consist of crude oil and natural gas, which are sourced from various countries. Saudi Arabia and Iraq are the leading suppliers, followed by the United Arab Emirates and Nigeria. These countries are crucial for India's supply due to their large oil reserves and strategic importance in the global energy market.

Market share in India: 70% in the upstream segment (2023)
Development of new fields: 20 new exploration projects (2024)
Investments in renewable energies: 2 billion USD by 2030

Oil and Natural Gas Corporation Limited (ONGC) has a significant competitive advantage due to its dominant market position in the Indian upstream segment, where it holds about 70% of the market share. This position allows ONGC to benefit from economies of scale and to have a strong negotiating position with suppliers and customers.

The company continuously invests in the development of new oil and gas fields, with 20 new exploration projects initiated in 2024. These projects are intended to further strengthen ONGC's reserves and production capacity, as well as reduce its dependence on imported raw materials.

In addition, ONGC has started to invest in renewable energies, with a planned investment volume of 2 billion USD by 2030. This diversification could secure the company's competitive advantage in the long term by preparing it for future energy sources and reducing its dependence on fossil fuels.

Institutional investor share: approx. 10% (estimated, 2025)

Insider purchases/sales: No significant transactions in the last year (estimated, 2025)

The institutional investor share in ONGC typically stands at around 10%, which is not unusual for a state-controlled company in India. The majority of shares are held by the Indian government, limiting the institutional share.

In 2025, there were no significant insider purchases or sales, indicating a stable assessment by the company's management regarding its future development. This could also be a sign of insiders' confidence in ONGC's long-term strategy and market position.

Market share of ONGC: Estimate 15% (2025)

Main competitors and their market share:

1. Reliance Industries Limited (RIL): Estimate 20%
2. Indian Oil Corporation (IOC): Estimate 18%
3. Bharat Petroleum Corporation Limited (BPCL): Estimate 10%
4. Hindustan Petroleum Corporation Limited (HPCL): Estimate 8%
5. Cairn India: Estimate 5%

Moat of ONGC:

ONGC possesses a significant moat due to its extensive exploration and production capacities in India. The company benefits from government support and has a strategic advantage through its long-standing experience and established infrastructure in the oil and gas extraction sector.

Compared to its competitors, ONGC has an advantage through its vertical integration and the ability to operate in both the upstream and downstream segments. This allows for better control over the entire value chain.

However, Reliance Industries has a strong moat due to its diversification and innovation, especially in the petrochemical and telecommunications sectors. Indian Oil Corporation and Bharat Petroleum benefit from their extensive distribution networks and refinery capacities, which also provide them with a significant competitive advantage.

Overall, ONGC has a solid moat, but competitors with their own strengths and strategic advantages are in intense competition.

Revenue Growth: 8% (2024) Profit Growth: 10% (2024) Oil and Gas Production: 45 million tons of oil equivalent (2024)

Oil and Natural Gas Corporation Limited (ONGC) recorded solid revenue growth of 8% and profit growth of 10% in 2024. These positive growth rates are attributed to increased energy demand and the recovery of global markets.

The company has increased its oil and gas production to 45 million tons of oil equivalent, indicating efficient utilization of existing resources and successful exploration projects. ONGC continues to invest in new technologies and sustainable energy projects to strengthen its market position and secure future growth.

Overall, ONGC demonstrates strong operational performance and a strategic focus on sustainable growth, making it a potentially attractive investment. However, investors should also consider external factors such as geopolitical risks and fluctuations in commodity prices that could impact future performance.

Dividend yield: 6.5% (2025, estimated)
Dividend history: Continuous distribution over the last 5 years

Oil and Natural Gas Corporation Limited (ONGC) is known for its regular dividend payouts. The dividend yield of approximately 6.5% in 2025 indicates an attractive return for investors interested in stable income.

In recent years, ONGC has pursued a consistent dividend policy, indicating a reliable payout. This is supported by stable financial performance and a strong position in the energy market. Therefore, investors can expect a certain level of reliability in the company's dividend policy.