Yes, sir.
Got it, sir. Sir, can you give a sense of how much time it would take for this incremental 5 MMT ramp-up utilization?
Questions across 8 calls
Achal Shah
Ambit Capital
Petronet LNG Limited
Hindustan Petroleum Corporation Limited
Sir, am I audible?
Sir, just wanted to know, have you done any study with respect to how many outlets can India reach, let's say, next 10 years or 20 years down the line? I am understanding that around 1 lakh outlet are there. So what can be the broad number 10, 15 years down the line?
Sir, just wanted to confirm, what is the proportion in LPG sales from domestic versus commercial? And a follow-up question is, we understand this INR170 under recovery is in case of a domestic cylinder. Am I correct on this? And if I am correct, what will be the under or over recovery in case of a commercial cylinder?
Adani Total Gas Limited
Hi sir, am I audible?
Sir, just one clarity. My understanding is that we are the most -- we earned the most margin in CNG segment and the least in the domestic PNG. So , can you give a broad sense of sir in percentage or in EBITDA per SCM terms that how much is the segmental margins in CNG versus, let's say, in industrial and commercial and in domestic PNG ? Or in like how much is percentage wise how much it's lower in the other segments versus the CNG?
Bharat Petroleum Corporation Limited
Sir, am I audible?
Sir, wanted to understand bit about the lubricant business. So can you give a sense of the lubricant volumes, EBITDA, EBITDA margin and market share for FY '25? Also, wanted to understand like what is the volume uptake we saw after the 2023 promotional scheme? How has volumes increased after that?
Oil India Limited
Can you throw some light on the inventory losses at NRL, like out of the reported GRM, how much was impacted due to inventory losses? That is my first question. And second on -- sir, what is your near-term and long-term crude price outlook like for F '26 and then onwards?
Understood, sir. Sir, any update on the time line for invoicing the gas as new well gas?
Indian Oil Corporation Limited
Sir, I just wanted to know, so what is the current under recovery per cylinder? And what is the future outlook? Like do you feel this under recovery will continue after the INR50 price hike?
Chennai Petroleum Corporation Limited
As you said about the 30% sourcing from alternative sources like where we are getting discounts, how much of that is Russian and how much is from other parts? Can you give a breakup of that? Opportunity crude sir.
Following up, the average discount for this opportunity crude will range in what $3 to $4.