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US lawmakers just put a spotlight on India’s dependence on discounted Russian oil, and the new Lindsey O. Graham Sanctioning Russia and Iran Act of 2026 has turned that spotlight into a pressure lamp for downstream refiners and fuel retailers. Tariff threats can rattle exporters, while cheap crude can support margins at home. This article unpacks how that tension plays out and reveals 3 Indian downstream stocks most exposed to this story today. The three Indian fuel retailers covered below...
DEE Development Engineers Ltd (NSE:DEEDEV) reports 31.6% YoY revenue growth, secures a major BPCL order, and maintains its FY27 guidance of Rs 1,500 crore plus with an EBITDA margin above 19%.
Despite facing financial setbacks, Bharat Petroleum Corp Ltd (BOM:500547) showcases strategic growth in retail and upstream sectors.
[220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global Liquefied Petroleum Gas Market size & share revenue was valued at approximately USD 124.5 Billion in 2025 and is expected to reach USD 129 Billion in 2026 and is expected to reach around USD 182.9 Billion by 2035, at a CAGR of 3.92% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are Saudi Aramco, ExxonMobi
Nigeria-based producer SEEPCO supplied approximately six million barrels of crude oil to Indian Oil, Bharat Petroleum, and Hindustan Petroleum between March and May. LAGOS, NIGERIA / ACCESS Newswire / June 19, 2026 /Sterling Oil Exploration & Energy ...
Bharat Petroleum Corp Ltd (BOM:500547) reports robust financial performance and strategic growth initiatives, despite facing geopolitical and market volatility.
TDFM Inffrastructure Limited ("TDFM"), an EPC specialist in City Gas Distribution (CGD) infrastructure, has achieved a double milestone: the successful commissioning of the City Gate Station (CGS-01) at Khanipur, Gorakhpur, for Bharat Petroleum Corporation Limited (BPCL), and the receipt of an Award for Excellence in Construction in the same week.
Investing.com — India’s state-run refiners hiked the price of domestic cooking gas for the first time in nearly a year on Saturday, as the intensifying conflict in the Middle East chokes energy flows through the Strait of Hormuz. The move highlights the growing economic toll of the regional war on the world’s third-largest liquefied petroleum gas (LPG) consumer.
The company signed agreements with BPCL, HPCL and IOCL.
With the one-year agreement, 'Petrobras will now supply oil to India's three main state-owned refiners', the Brazilian state-owned company said.
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