HPCL posts ₹12,265 crore Q1 FY27 loss as fuel under-recoveries reach ₹26,000 crore

Higher crude costs pushed HPCL’s Q1 FY27 marketing under-recoveries on petrol, diesel and LPG to ₹26,000 crore. LPG alone accounted for ₹16,405.92 crore, while consolidated debt rose to ₹75,900 crore. The company is targeting ₹1,500 crore in EBITDA gains through Samriddhi 2.0.

— Filed Thu, 23 Jul, 2026, 19:54 IST · Source The Hindu BusinessLine · Updated

HPCL reported a ₹12,265 crore Q1 FY27 loss as petrol, diesel and LPG sales below market cost created ₹26,000 crore of under-recoveries amid higher crude prices. The fuel retailer’s debt rose sharply, while Samriddhi 2.0 targets ₹1,500 crore in EBITDA improvement.

Why this matters

HPCL's Q1 loss extends the recent pattern of HPCL and BPCL swinging to losses as a crude surge drove LPG under-recoveries, highlighting pressure on fuel marketing margins and balance sheets.

The retail-company theme is accelerating, up 1,052,000% QoQ.