Oil India Limited · NSE:OIL
Oil India — Investor Presentation (May 2026)
40 slides from Oil India's investor presentation, May 25, 2026
Slide 1: Conquering Newer Horizons
Conquering Newer Horizons Investor Presentation: FY2025-26 2 5 TH M AY 2 0 2 6
Slide 2: Disclaimer
Disclaimer • This presentation is prepared by Oil India Limited (the “Company”) for general information purposes only, without regard to specific objectives, suitability, financial situations and needs of any particular person and does not constitute any recommendation or form part of any offer or i
Slide 3: Agenda
01 Company Overview 02 Financial Highlights Agenda 03 Strategy and Operational Performance 04 Responsible Corporate 3
Slide 4: OIL's growth has been underpinned by a seasoned leadership team
COMPANY OVERVIEW OIL’s growth has been underpinned by a seasoned leadership team CMD & Functional Directors – each with 30+ years of experience Dr. Ranjit Rath An alumnus of IIT Bombay & IIT Kharagpur and a proud recipient of the Chairman & Managing Director prestigious National Geosciences Award fr
Slide 5: OIL's growth has been underpinned by a seasoned leadership team
COMPANY OVERVIEW OIL’s growth has been underpinned by a seasoned leadership team Govt. Nominee Directors & Independent Director Vikash Singh Director, Ministry of Petroleum and Natural Gas (Indian Revenue Service - 2007 Govt. Nominee Director & batch), has rich and diverse experience. Director, MoP&
Slide 6: Oil India is an 'Integrated Energy' Company
COMPANY OVERVIEW Oil India is an ‘Integrated Energy’ Company ASSET BASE AS OF FY26 Upstream – Upstream – 1 Domestic 2 International 3 Midstream 4 Downstream 5 New Energy 63 6 9.65 MMTPA 3 MMTPA 188 MW Operated blocks Assets2 Crude Pipeline (NBPL) Refining Capacity (NRL) Solar & Wind Installation 93K
Slide 7: Strategic JVs and Subsidiaries broaden our reach and balance risk
COMPANY OVERVIEW Strategic JVs and Subsidiaries broaden our reach and balance risk (xx%) - % stake of OIL group Subsidiaries Joint Ventures Domestic International Petro- City Gas Refining Pipeline Fertilizer New Energy Upstream chemicals Distribution Assam Oil India Intl. Valley Oil India Sweden Oil
Slide 8: Robust Upstream footprint across 63 blocks secured via OALP and DSF wins
COMPANY OVERVIEW Robust Upstream footprint across 63 blocks secured via strategic OALP and DSF wins Presence in 8 Sedimentary Basins Rajasthan Assam & AP Odisha PML 23 PML 2 No. of Acreage OALP 4 PEL 1 OALP 3 Operating Blocks (Sq. km) NELP 2 DSF 1 OALP 12 PML (Nom) 25 4,829 PEL (Nom) 1 25 Nagaland O
Slide 9: Substantial progress and material business developments over last year
COMPANY OVERVIEW Substantial progress and material business developments over last year… Upstream – Upstream – 1 Domestic 2 International 3 Midstream 4 Downstream 5 New Energy 10,566 MT / day Nov’25 5.5 MMTPA 3,113 TMT 5 CBG plants (81,354 BBL) Force majeure lifted on Mechanical completion of Highes
Slide 10: …have resulted in healthy returns to shareholders
COMPANY OVERVIEW …have resulted in healthy returns to shareholders Stock Price Indexed to 100, 1st Apr’25 to 20th May’26 130 +32% Oil India Market Cap. ₹ 82K Cr.1 120 110 BSE O&G +7% Index 100 90 80 Apr '25 May '25 Jun '25 Jul '25 Sep '25 Oct '25 Nov '25 Jan '26 Feb '26 Mar '26 May '26 Consistent di
Slide 11: OIL has a strong credit rating and strategic shareholder support
COMPANY OVERVIEW OIL has a strong credit rating and strategic shareholder support Strong Credit Rating Shareholding Patter (31st March’26) Domestic GOI 56.66% Long term AAA Stable LIC 6.86% Short term A1+ IOCL 4.93% BPCL 2.47% Long term AAA Stable HPCL 2.47% Short term A1+ Mutual Funds 9.31% Interna
Slide 12: Recent Media Coverage
COMPANY OVERVIEW Recent Media Coverage Strong operational momentum and growth plans continue to attract media attention 12
Slide 13: Agenda
01 Company Overview 02 Financial Highlights Agenda 03 Strategy and Operational Performance 04 Responsible Corporate 8
Slide 14: Strong FY26 performance underscores OIL's operational resilience and strategic execution
FINANCIAL HIGHLIGHTS Strong FY26 performance, underscores OIL’s operational resilience and strategic execution 38,981 Total Income Consolidated 13,498 EBITDA Consolidated 7,551 PAT Consolidated INR Cr INR Cr INR Cr 24,039 Total Income Standalone 8,753 EBITDA Standalone 4,455 PAT Standalone INR Cr IN
Slide 15: OIL has maintained consistent revenues and increasing networth
FINANCIAL HIGHLIGHTS OIL has maintained consistent revenues and increasing networth… STANDALONE FINANCIALS Crude Price FY22 FY23 FY24 FY25 FY26 Realization $78.96 / bbl $95.47 / bbl $83.03 / bbl $78.09 / bbl $69.04 / bbl Total Income EBITDA Profit after Tax Net Worth in INR Cr in INR Cr in INR Cr in
Slide 16: Consolidated financials have shown a steady trend
FINANCIAL HIGHLIGHTS Consolidated financials have shown a steady trend CONSOLIDATED FINANCIALS Total Income EBITDA Profit after Tax Net Worth in INR Cr in INR Cr in INR Cr in INR Cr 41,758 53,716 15,992 9,854 48,956 37,830 38,981 37,646 14,304 44,436 13,498 31,154 12,824 39,808 11,755 7,551 6,719 6,
Slide 17: Wealth Creation: Rewarding shareholders. Creating long-term value
FINANCIAL HIGHLIGHTS WEALTH CREATION: Rewarding shareholders. Creating long-term value Dividend Declared Contribution to Exchequer Bonus LAST 5 YEARS 2016-17 FY Dividend Declared Bonus shares 1 issued in the ratio 2025-26 ₹ 1871 cr. ₹ 11.50/share ₹ 50,687 cr 1:3 2024-25 ₹ 1871 cr. ₹ 11.50/share Tota
Slide 18: Agenda
01 Company Overview 02 Financial Highlights Agenda 03 Strategy and Operational Performance 04 Responsible Corporate 39
Slide 19: OIL's near-term strategy is built on four core pillars
STRATEGY & OPERATIONAL PERFORMANCE Integrated Energy Leader shaping India’s future OIL’s Our Strategic Pillars near-term Integrated Oil and Gas Scale-up Drive the transition 1 UPSTREAM 3 DOWNSTREAM 4 NEW ENERGY strategy is 8.7 10-12 3 9 ~₹ 20,000 cr. built on four MMTOE in FY26 MMTOE in FY30 MMTPA E
Slide 20: Upstream-led, integrated play with clear path to sustainable value creation
STRATEGY & OPERATIONAL PERFORMANCE Upstream-led, integrated play with clear path to sustainable value creation Resilient upstream engine to Expanding midstream infra to Strengthened downstream Future ready to empower unlock reserves support portfolio ramp-up portfolio for integrated play India’s ene
Slide 21: Resilient upstream engine to unlock reserves
STRATEGY & OPERATIONAL PERFORMANCE Resilient upstream engine to unlock reserves Resilient upstream engine to Expanding midstream infra to Strengthened downstream Future ready to empower unlock reserves support portfolio ramp-up portfolio for integrated play India’s energy transition Frontier offshor
Slide 22: OIL has a healthy reserve base
STRATEGY & OPERATIONAL PERFORMANCE 1 OIL has a healthy reserve base Exploration Production Strong Reserve Base… …with >80% reserves in domestic locations OIL 2P Reserve Base (FY26, MMTOE) Natural Gas Crude Oil 1.02 41 231 2P Domestic Reserve 21 Replacement Ratio (RRR) 190 20 90 31 years 69 69 2P Dom
Slide 23: Strong reserve base driven by growth in acreage, seismic coverage and exploratory wells
STRATEGY & OPERATIONAL PERFORMANCE Strong reserve base is driven by consistent growth in acreage, seismic 1 coverage, and exploratory wells drilled Exploration Production Acreage Seismic Coverage Exploratory Wells Drilled Domestic Acreage Domestic Seismic Coverage Exploratory Wells Drilled (in sq. k
Slide 24: Strong reserve growth has been supported by deeper drilling activity
STRATEGY & OPERATIONAL PERFORMANCE 1 Strong reserve growth has been supported by deeper drilling activity Exploration Production Drilling Deeper 1889 1993 2003 2024 2026 8 Discoveries DBY-520 Exposed Tipam HJN-24 MKM-02 BGN-04 Kobochapori-1 MCK-05 MCK-06 Sadiya @Surface in last 3 years across Digboi
Slide 25: Exploratory efforts across high-potential frontier offshore basins
STRATEGY & OPERATIONAL PERFORMANCE 1 Exploratory efforts across high-potential frontier offshore basins Exploration Production Large frontier resource potential Exploration activity underway via expanded offshore acreage across offshore basins ACREAGE BLOCKS WELLS DRILLED / WELLS PLANNED U N D E RW
Slide 26: OIL has delivered a 3%+ CAGR of production over last 5 years
STRATEGY & OPERATIONAL PERFORMANCE 1 OIL has delivered a 3%+ CAGR of production over last 5 years… Exploration Production 0.33 MMTOE Annual Production (in MMTOE) Production Loss 6.54 6.71 6.64 Natural Gas Production 6.36 6.06 Loss: 0.23 MMTOE 5.60 Reduced offtake from 3.18 3.25 3.19 gas customers re
Slide 27: …and continues to deploy majority capital towards 'growth' avenues
STRATEGY & OPERATIONAL PERFORMANCE 1 …and continues to deploy majority capital towards ‘growth’ avenues Exploration Production Legend: Exploratory Drilling Seismic Survey Development Drilling Capital Equipment Investments in Subsidiaries/ JVs 60%+ of standalone domestic capex (FY26) is directed towa
Slide 28: Expanding midstream infra to support portfolio ramp-up
STRATEGY & OPERATIONAL PERFORMANCE Expanding midstream infra to support portfolio ramp-up Resilient upstream engine to Expanding midstream infra to Strengthened downstream Future ready to empower unlock reserves support portfolio ramp-up portfolio for integrated play India’s energy transition Fronti
Slide 29: Future capacity: Capacity augmentation of existing pipelines and new pipeline development underway
STRATEGY & OPERATIONAL PERFORMANCE 2 Future capacity: Capacity augmentation of existing pipelines and new pipeline development underway Mechanical completion achieved Natural Gas Pipelines: Feeder-line connectivity to unlock Product Pipeline: NSPL augmentation to drive increased 40% higher gas offta
Slide 30: Future capacity: Capacity augmentation of existing pipelines and new pipeline development underway
STRATEGY & OPERATIONAL PERFORMANCE 2 Future capacity: Capacity augmentation of existing pipelines and new pipeline development underway NE Gas Grid #1 Duliajan Feeder Line DNPL N. Bank Extn. 30
Slide 31: Strengthened downstream portfolio for integrated play
STRATEGY & OPERATIONAL PERFORMANCE Strengthened downstream portfolio for integrated play Resilient upstream engine to Expanding midstream infra to Strengthened downstream Future ready to empower unlock reserves support portfolio ramp-up portfolio for integrated play India’s energy transition Frontie
Slide 32: Strong downstream presence with consistent operational performance
STRATEGY & OPERATIONAL PERFORMANCE 3 Strong downstream presence with consistent operational performance Refining Petrochemical City Gas Distribution NRL is one of the leading refineries in India Navratna Status [Dec’25] Upgraded to Navratna status underscoring enhanced financial and operational auto
Slide 33: PNCPL project nearing completion; mechanical completion by Oct'26
STRATEGY & OPERATIONAL PERFORMANCE 3 PNCPL project nearing completion; mechanical completion by Oct’26 Refining Petrochemical City Gas Distribution Construction underway Paradip-Numaligarh Crude Pipeline (PNPCL) Application Capacity Status Transport of 9 MMTPA Construction Numaligarh imported underw
Slide 34: Future ready to empower India's energy transition
STRATEGY & OPERATIONAL PERFORMANCE Future ready to empower India’s energy transition Resilient upstream engine to Expanding midstream infra to Strengthened downstream Future ready to empower unlock reserves support portfolio ramp-up portfolio for integrated play India’s energy transition Frontier of
Slide 35: Emerging green energy platform with scale driven by partnerships
STRATEGY & OPERATIONAL PERFORMANCE 3 Emerging Our journey so far Our vision going forward green energy Strong existing footprint platform with 188 MW existing renewable scale driven assets in Rajasthan, Gujarat, Madhya Pradesh 5+ 25 CBG Alternate by ~2 GW renewable pipeline via JVs across Assam, Him
Slide 36: Agenda
01 Company Overview 02 Financial Highlights Agenda 03 Strategy and Operational Performance 04 Responsible Corporate 39
Slide 37: Sustainability: OIL's ESG commitment drives responsible, inclusive, and sustainable growth
STRATEGY & OPERATIONAL PERFORMANCE 4 Sustainability: OIL’s ESG commitment drives responsible, inclusive, and sustainable growth Environment Social Governance Energy transition Water Management Health & safety Customer relations & decarbonization • LTIF1: 0.209 • Data protection • Treated formation w
Slide 38: Sustainability | CSR: high-impact CSR initiatives
STRATEGY & OPERATIONAL PERFORMANCE 4 Sustainability | CSR: OIL’s commitment to nation-building reflected in high-impact CSR initiatives Cumulative CSR Expenditure in last 5 years: ~₹650 Crore Empowered ~2 lakh+ individuals in a year through our dedicated CSR programs Healthcare Education Skill Commu
Slide 39: Contact Us
Contact Us For Institutional Investors & Analysts For Retail Investors Shri Abhijit Das Shri A. K. Sahoo Chief Investors Relations Officer Company Secretary Email: abhijitdas@oilindia.in | investorrelations@oilindia.in Email: investors@oilindia.in 39
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