Questions across 4 calls

Yash Nandwani

IIFL Capital

Aegis Vopak Terminals Limited

Aegis Vopak Terminals Limited CC-Feb26.pdf · 2026-01-30

So, my first question is on the liquid terminal realization. So, we have seen a significant improvement in the blended realization in the liquid segment. Just wanted to understand, is it all related to product mix improvement or also a function of improved turnaround, or is there any take or pay in that? And would it be reasonable to assume same realization going forward?

Sure, sir. And secondly, sir, same on the liquid side. We are currently expanding at JNPA and Kandla, and we also have lands at Kochi, Mangalore, and Haldia. So, when do expansions start there, and what should we expect the liquid capacity to hit by, let's say, FY27 end?

Hindustan Petroleum Corporation Limited

Hindustan Petroleum Corporation Limited CC-Jan26.pdf · 2026-01-22

My first question is on LPG losses. What was the loss per kg in the quarter? And how is it shaping up in January after the increase in Saudi CP prices?

Okay, sir. And secondly, sir, I just wanted to understand if there was any impact of inventory losses during the quarter? And if yes, could you please quantify that into refining and marketing segment?

Bharat Petroleum Corporation Limited

Bharat Petroleum Corporation Limited CC-Jun25.pdf · 2025-08-14

Thanks for the opportunity. Sir, the Bina Refinery reported GRM of only $4.5 per barrel in this quarter, which is notably lower than its usual trend of outperforming the Kochi Refinery. So is it just because of lower Russian crude and inventory losses or are there any specific reasons for the same?

And sir, with now crude prices now trending below $70 per barrel and OMC is also getting the compensation for LPG, are there any discussions underway regarding a cut in the auto-fuel prices?

Mahanagar Gas Limited

Mahanagar Gas Limited CC-Mar25.pdf · 2025-07-23

Thanks for the opportunity. Sir, my first question is on the slowdown in the CNG volume growth. We have seen about 10% growth or even higher in the last few quarters. This quarter it has a little bit slowed down to 7.5%. So, is it just because of the early monsoon or is there any other reason?

Sir, my second question is basically a continuing question on the gas allocation. Sir, what is the APM and NWG gas allocation currently for 2nd Quarter and how it is expected to be 3rd Quarter since it is expected that you will receive the allocation two quarters in advance now?