State oil marketers raised 19-kg commercial LPG prices, with Delhi at Rs 3,113.50 and Kolkata at Rs 3,255.50. The hike pressures margins for hotels, restaurants and QSR chains, while domestic cylinders remain untouched. Centre is simultaneously pushing 30-day strategic LPG reserves against 72,000-tonne daily demand.

Times of India · Business · 6/1/2026, 2:03:20 AM

Petrol and diesel have risen Rs 7.5/litre since the Iran conflict began, lifting freight and last-mile delivery costs as fuel makes up ~55% of trucking expense. Nestle, HUL, Marico and Dabur have already pushed through 2-5% price hikes, with further increases or grammage cuts likely — a fresh threat to the nascent rural consumption recovery.

ET Small Business · 5/26/2026, 6:34:39 AM

Q4 FY26 revenue missed Street estimates, dragging shares 1% to ₹144.45. Full-year revenue rose 19% to ₹2,711 cr with adj EBITDA up 57% at ₹559 cr. Stock down 38% YTD despite OMC wins (BPCL, HPCL, IOCL), GCash Philippines push and OpenAI agentic commerce tie-up. Morgan Stanley target ₹245.

The Hindu BusinessLine · 5/26/2026, 5:50:56 AM

A Rs 7.5/litre fuel price hike — Rs 2.61 on petrol and Rs 2.71 on diesel — is pressuring FMCG majors HUL, Nestle, Marico and Dabur on freight and input costs. Trucking costs, which form 55% of distribution, are rising sharply, threatening 2-5% price hikes or pack shrinkage and risking already-fragile rural demand and last-mile delivery economics.

Times of India · Business · 5/25/2026, 12:49:07 PM

State-run OMCs flagged stable stocks at retail outlets despite a demand surge between May 1-20: petrol sales rose to 50,575 KL (+19%) and diesel to 1,14,422 KL (+24.5%). Jaipur led the spike with petrol up 18.4% and diesel up 21.3%, as companies urged consumers against panic buying.

The Hindu BusinessLine · 5/21/2026, 12:12:44 PM

Bharat Petroleum will add over 1,000 fuel stations in FY27, building on 1,700 added in FY26 to reach 25,300 outlets. Parallel move into US spot LPG cargoes (2.2 mt deal) cuts West Asia dependence from 90%. FY26 profit nearly doubled to ₹25,843 cr on ₹5.22 trn revenue.

Mint · 5/20/2026, 10:40:26 AM

Petrol/diesel prices raised ₹3/litre amid Middle East crisis, with crude above $100 driving daily under-recoveries of ₹1,600-1,700 cr at OMCs. Diesel-led freight and packaging costs squeeze margins for transport-heavy retail, while 3-4% household fuel rise risks cutting first into dining, apparel, electronics and leisure travel spend.

Mint · Markets · 5/15/2026, 6:41:38 AM

OMCs raised petrol and diesel by up to Rs 3/litre across metros with petrol at Rs 97.77 in Delhi and Rs 106.68 in Mumbai. With Brent near $100 and daily losses of Rs 10 bn, freight and logistics costs will squeeze retailer and FMCG margins, denting discretionary footfall.

ET Small Business · 5/15/2026, 2:22:31 AM

State-owned fuel retailers raised pump prices on May 15, 2026, with Delhi petrol at Rs 97.77 and diesel at Rs 90.67. Mumbai petrol hits Rs 106.68, Kolkata Rs 108.74, Chennai Rs 103.67. Partial pass-through of crude basket at USD 113-114/bbl signals inflationary pressure on logistics and essentials.

Financial Express · BrandWagon · 5/15/2026, 2:22:13 AM

Titan, Senco Gold and Kalyan Jewellers fell 3-4.5% while IndiGo dropped 3.2% after PM Modi's appeal to rein in gold purchases and overseas trips. Backdrop: oil up 4.33% to $105.6/bbl on stalled US-Iran talks, rupee at 94.90/USD, Nifty -0.85%, Sensex -0.89%.

Indian Express · Business · 5/15/2026, 1:55:15 AM