Oil India is an upstream explorer and producer, with its crude oil, natural gas and LPG output concentrated in Assam and Rajasthan and a growing international portfolio in Russia, Libya and Gabon. Its moat is mostly geological and regulatory: long-life, low-cost onshore acreage that few domestic peers can match, plus a government-backed position in India's energy security push. The near-term driver is volume and price recovery in a business with a 40.7% operating margin, which the market is pricing at only 8.9 times trailing earnings and 6.9 times forward. The 57.7% revenue growth figure is a rebound from a weak base and should not be read as a steady run rate. The multiple is low enough that the question for a PM is whether the earnings jump is durable, which is worth testing against production trends and realised crude prices before going further.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ₹497 | first publication | ₹457 |
Answered from Oil India Limited fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| OIL.NS Oil India Limited | ₹447.85 | - | - | 8.9x | - | 89 | 84 |
| NFG National Fuel Gas Company Common Stock | $80.53 | $70 | 16% above | 11.2x | 19.6% | 86 | 57 |
| 5021.T Cosmo Energy Holdings Co., Ltd. | ¥4255.00 | - | - | 4.2x | 22.8% | 66 | 79 |
| TGSU2.BA Transportadora de Gas del Sur SA B | ARS 8985.00 | - | - | 11.4x | 16.0% | 82 | 79 |
| TGS Transportadora de Gas del Sur SA TGS Common Stock | $27.22 | $36 | 25% below | 10.2x | 16.0% | 82 | 71 |
| YPF YPF Sociedad Anonima Common Stock | $50.68 | - | - | 26.7x | 7.3% | 59 | 79 |
| GALP.LS Galp Energia, SGPS, S.A. | €22.96 | €15 | 52% above | 15.6x | 24.9% | 65 | 84 |
Where OIL.NS ranks against its sector peers on each metric.