Indian Oil Corp. Ltd. · NSE:IOC
Indian Oil — Investor Presentation (September 2025)
32 slides from Indian Oil's investor presentation, Sep 26, 2025
Slide 1: Indian Oil Corporation Limited Investor Presentation
Indian Oil Corporation Limited I n v e s t o r P r e s e n t a t i o n Mumbai, 26 Sep 2025
Slide 2: IndianOil - One of the largest assets of GoI
IndianOil - One of the largest assets of GoI… India’s largest PSU Touching crores of Indians Building India’s Infrastructure ~₹8.5 Tr ~40K+ ~81 MMT Retail outlets FY25 revenue Refining Capacity ~3% of India’s GDP ~45%+ Share of India’s LPG market ~20K+ KM India’s largest downstream #1 Maharatna ~50%
Slide 3: Massive growth achieved over the last 60 years
Massive growth achieved over the last 60 years US$ Billion 25.00 120.00 Turnover $100 Bn Net Worth $21 Bn 100.00 20.00 80.00 15.00 60.00 10.00 40.00 5.00 Turnover 0.01 Networth 0.01 20.00 0.00 0.00 1964 2025 Turnover Net Worth 3
Slide 4: Exponential Growth in last 2 decades
Exponential Growth in last 2 decades FY05 FY25 Growth Refining Capacity 54.2 MMT 80.7 MMT 49% Pipeline Length 7,700 Km 20,000+ Km 160% Marketing Touchpoints 18,500 63,000+ 241% Petrochemicals 0.12 MMT 4.3 MMT 3483% Capacity • We have demonstrated large scale project execution capabilities • We were
Slide 5: We are in the land of opportunity
We are in the land of opportunity 5
Slide 6: IOC is operating in a growing energy market on the back of strong GDP growth
IOC is operating in a growing energy market on the back of strong GDP growth... India’s GDP is expected to grow 2x+ higher than the … leading to energy consumption growth that is 3-4x global average…. times the global average Primary Energy Demand MToE 18,000 0.3% p.a. 17,239 17,000 1% p.a. 16,155 1
Slide 7: ...aided by fast growth across energy segments
...aided by fast growth across energy segments India Primary Energy Basket (2023-2030, MToE) ~25% share of energy basket by 2030 582 505 327 335 257 264 89 58 Coal Oil Gas Biomass, RE & Nuclear 2023 2030 Note: Renewables include Solar, Wind, Hydropower & Bioenergy Source: IEA WEO October 2024 7
Slide 8: However, the world is going to be a complex place
However, the world is going to be a complex place 8
Slide 9: This ambition will be tested due to external complications
This ambition will be tested due to external complications ... US – tariffs, protectionism, low focus on RE Volatility in global crude oil prices Tapering of global economic growth INR’s depreciation against the USD 9
Slide 10: ... and internal risks and challenges
... and internal risks and challenges Access to right technology for speciality chemicals Access to right talent to build/scale new businesses Geo-physical location off the major trade routes Access to critical minerals for battery manufacturing
Slide 11: While external environment continues to evolve rapidly
…While external environment continues to evolve rapidly The world confronts energy trilemma Profit pools are diversifying Intensifying Competitive dynamics Energy transition technologies rapidly evolving Geo-politics driving volatility Domestic policy rapidly evolving Pace of digital & AI adoption i
Slide 12: Companies that have not changed with times and have not adapted
Companies that have not changed with times and have not adapted…… have failed to sustain a dominant position 12
Slide 13: We need to Change and Adapt!
We need to Change and Adapt! 13
Slide 14: Strengthen Core Businesses
Continue to be India’s largest refining player Strengthen Boost fuel retail market share Core Strengthen leadership position across institutional Businesses businesses Scale petrochemical capacity including speciality chemicals 14
Slide 15: Propel Cost Optimization
Become best in class and best in cost in delivery of energy products Propel Gain cost leadership across marketing businesses Cost Optimize Repair & Maintenance costs Optimization Deliver capital projects on-time and within cost 15
Slide 16: Reinforce Customer Centricity
Become #1 choice for retail & institutional customers Reinforce Expand customers across new segments Customer Centricity Scale new offerings that will excite customers 16
Slide 17: Integrate Technology and Innovation
Drive product innovation for existing and new businesses Integrate Implement digital use cases to drive positive Technology business value and Innovation Make future-ready technology choices 17
Slide 18: Nurture Leadership and Talent
Develop and acquire talent for new businesses Nurture Build high-potential leaders Leadership and Re-dedicate to core values of IndianOil Talent 18
Slide 19: Transition Ready
Accelerate scale-up of Green Energy Businesses Transition Build new engines of growth Ready Traverse Net-Zero pathway 19
Slide 20: We need to Transform
We need to Transform Challenge the Status Quo Embrace Excellence Commit to a Future Act Today 20
Slide 21: We need to SPRINT
We need to…. S P R I N T Strengthen Propel Cost Reinforce Integrate Nurture Transition Core Optimization Customer Technology Leadership Ready Businesses Centricity & Innovation & Talent 21
Slide 22: SPRINT Goals
SPRINT Goals Prat
Slide 23: Goals
Goals Refining & Pipeline Retail Institutional Import/Export LPG Aviation Lubes Increase market Scale share, particularly automobile Sustain leadership as in urban and #1 preferred Import/ lubes India’s #1 refining highways partner for Export ready Industry #1 SAF business player institutional to ma
Slide 24: Implementation Process
Implementation Process y2SPRINT
Slide 25: SPRINT Secretariat has been setup for successful implementation
SPRINT Secretariat has been setup for successful implementation A B C PROJECT SETUP ROLES & GOVERNANCE RESPONSIBILITIES • SPRINT launched on 1st April ‘25 • Roles defined across IndianOil • Multi-tiered governance (across divisions, business verticals mechanism setup with a defined • Initial and fol
Slide 26: Green Shoots
Green Shoots gPSPRINT
Slide 27: Efficiency & Productivity unlocked across Refineries, RO Commissioning and Auto lubes
Efficiency & Productivity unlocked across Refineries, RO Commissioning and Auto lubes ~50% more ROs commissioned ~5% overall energy efficiency ~8% YoY growth in auto lubes YTD with higher share of Class improvement for Refineries driving ~5% Market share gain A & D1 Avg. Refinery EII - IOC # retail
Slide 28: Media Coverage
Media Coverage gPSPRINT
Slide 29: External ecosystem echoing the positive sentiment
.. and the external ecosystem is echoing the positive sentiment VOICE OF MARKET Aug 2025 May 2025 IOC's project SPRINT starts to show results, IndianOil’s project SPRINT: A strategic company gains retail dominance transition to become future-ready Project SPRINT is delivering results, strengthening
Slide 30: In Nutshell
In Nutshell…… • Not only a project but a way of making a significant positive impact • Part of daily operations • Prioritize high impact changes that customers and key stakeholders will value • Build bridges – foster collaboration • Think beyond benchmarks – push beyond incremental improvements • Mo
Slide 31: Disclaimer
Disclaimer ■ This presentation may contain certain forward-looking statements including those describing the Company’s strategies, objectives, future prospects, estimates etc. These “forward looking statements” are based on certain assumptions of future events over which the Company exercises no con
Slide 32: Thank You!
Super Brands FUELLING A CLEANER FUTURE Customer Loyalty Programmes Retail Outlets Thank You! 32