Indian Oil Corporation (IOC), the country’s top refiner, reported its first quarterly loss since September 2022, as elevated crude oil prices weighed on margins. Here are details from the state-run company’s earnings report:* The company reported a standalone net loss of ₹2,661 crore ($279 million) for the quarter ended June 30, against a profit of ₹5,689 crore a year ago.* Average Brent crude prices were about 45% higher in the quarter than a year earlier, driven by supply disruptions stemming from the Middle East conflict, raising refiners’ raw material costs.* Higher crude costs pushed fuel marketing margins into negative territory, as the cost of retailing fuels exceeded earnings from sales.* Petrol and diesel marketing margins averaged negative ₹10.6 per litre and ₹18.4 per litre, respectively, during the quarter, according to Jefferies analysts.* IOC’s total expenses climbed 32% to ₹280 crore, with a 77% rise in cost of raw materials consumed.* Fuel demand weakened in India, the world’s third-largest importer and consumer of oil, with consumption declining 4.6%, 6.5%, and 3.1% year-on-year in April, May, and June, respectively.* The firm’s revenue from operations rose about 26.2% to 2.76 trillion rupees, helped by a ₹3,622-crore compensation from the government for losses in the liquefied petroleum gas segment.* Earlier in the month, BPCL and HPCL also reported their first loss in 15 quarters due to elevated crude prices. ($1 = 95.3800 Indian rupees)Published on July 31, 2026
Indian Oil posts first quarterly loss in 15 on crude price surge
Indian Oil Corporation reports its first quarterly loss in 15 periods, driven by surging crude prices and weakened fuel demand.
Indian Oil posted first loss in 15 years (₹2,661 crore) as crude surged 45%, flipping margins negative. For IT leaders, this signals rising data center energy costs and economic softening in India—the world's third-largest oil consumer.








