IOC posts ₹2,661 crore Q1 loss as refining margins collapse

Indian Oil reported a ₹2,661.3 crore standalone loss for the June quarter despite revenue rising to ₹2.76 lakh crore. EBITDA fell to ₹1,947 crore and margin narrowed to 1% from 10% sequentially; ₹3,621.5 crore in LPG compensation partly cushioned the hit.

— Filed Fri, 31 Jul, 2026, 18:27 IST · Source CNBC-TV18 · Companies · Updated

Indian Oil posted a ₹2,661.3 crore Q1 standalone loss as refining and marketing margins collapsed despite higher revenue. Government LPG compensation of ₹3,621.5 crore softened the impact, while a non-functional audit committee since March raised governance concerns.

Why this matters

The loss follows IOC's push to secure LPG-carrier stakes ahead of higher US imports from 2027, while the government continues defending E20 despite ₹71/litre ethanol costs.

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