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Oil & Natural Gas Corp. Ltd. (IN:ONGC)
:ONGC
India Market
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Oil & Natural Gas Corp. Ltd. (ONGC) AI Stock Analysis

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IN:ONGC

Oil & Natural Gas Corp. Ltd.

(ONGC)

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Neutral 69 (OpenAI - 5.2)
Rating:69Neutral
Price Target:
₹268.00
▲(10.97% Upside)
Action:Downgraded
Date:05/28/26
The score is driven primarily by solid financial performance (scale, improved FY2026 profitability, and strong FY2026 cash generation) and supportive valuation (low P/E and high dividend yield). This is tempered by weaker near-term technical momentum, with the stock trading below key short-term moving averages and subdued RSI/Stoch readings.
Positive Factors
Scale & Revenue Growth
A large scale and a sharp FY2026 revenue jump improve ONGC's ability to fund long-cycle upstream investments, capture economies of scale, and support bargaining with service providers. Sustained top-line growth strengthens strategic optionality for capex, JV deals, and reinvestment over multiple years.
Negative Factors
Cyclical Earnings Quality
Volatile earnings and intermittent cash conversion reduce predictability of distributable cash and make multi-year planning harder. For a capital-intensive E&P firm, this complicates prioritization between growth capex, maintenance spending and shareholder returns across commodity cycles.
Read all positive and negative factors
Positive Factors
Negative Factors
Scale & Revenue Growth
A large scale and a sharp FY2026 revenue jump improve ONGC's ability to fund long-cycle upstream investments, capture economies of scale, and support bargaining with service providers. Sustained top-line growth strengthens strategic optionality for capex, JV deals, and reinvestment over multiple years.
Read all positive factors

Oil & Natural Gas Corp. Ltd. (ONGC) vs. iShares MSCI India ETF (INDA)

Oil & Natural Gas Corp. Ltd. Business Overview & Revenue Model

Company Description
Oil and Natural Gas Corporation Limited (ONGC) operates globally in the exploration, development, and extraction of crude oil and natural gas. Its operations are divided into two main segments: Exploration and Production, and Refining & Marketing....
How the Company Makes Money
ONGC primarily makes money by discovering, developing, and producing hydrocarbons and selling them into the market. Its main revenue streams are: (1) Sale of crude oil: ONGC produces crude oil from onshore and offshore fields and earns revenue by ...

Oil & Natural Gas Corp. Ltd. Financial Statement Overview

Summary
Strong scale with a sharp FY2026 revenue jump and improved gross/EBITDA margins, plus robust FY2026 operating and free cash flow. Score is held back by cyclical earnings quality: net margins and cash conversion have been uneven across years, and ROE has softened to low-teens despite asset/equity growth.
Income Statement
72
Positive
Balance Sheet
66
Positive
Cash Flow
70
Positive
BreakdownMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue6.62T6.63T6.02T6.32T4.91T
Gross Profit2.15T1.15T1.26T1.05T1.01T
EBITDA1.18T856.92B991.27B790.82B770.42B
Net Income414.24B362.26B491.44B367.09B455.22B
Balance Sheet
Total Assets7.92T7.59T7.10T6.18T5.85T
Cash, Cash Equivalents and Short-Term Investments352.86B304.30B471.93B371.09B124.27B
Total Debt1.74T1.88T1.61T1.50T1.30T
Total Liabilities3.82T3.84T3.45T3.15T3.02T
Stockholders Equity3.72T3.43T3.37T2.83T2.60T
Cash Flow
Free Cash Flow715.83B351.92B473.61B351.32B337.22B
Operating Cash Flow1.13T908.68B992.63B860.62B782.48B
Investing Cash Flow-677.91B-430.22B-572.67B-750.95B-413.30B
Financing Cash Flow-463.61B-479.08B-456.50B-128.76B-357.90B

Oil & Natural Gas Corp. Ltd. Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price241.50
Price Trends
50DMA
261.23
Negative
100DMA
270.43
Negative
200DMA
255.00
Negative
Market Momentum
MACD
-2.78
Negative
RSI
47.46
Neutral
STOCH
61.54
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IN:ONGC, the sentiment is Neutral. The current price of 241.5 is below the 20-day moving average (MA) of 242.45, below the 50-day MA of 261.23, and below the 200-day MA of 255.00, indicating a neutral trend. The MACD of -2.78 indicates Negative momentum. The RSI at 47.46 is Neutral, neither overbought nor oversold. The STOCH value of 61.54 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IN:ONGC.

Oil & Natural Gas Corp. Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
₹2.00T4.634.90%3.47%209.60%
69
Neutral
₹3.11T7.515.21%0.07%14.58%
68
Neutral
₹1.37T5.224.73%3.40%93.77%
66
Neutral
₹708.71B10.702.94%4.41%1.06%
64
Neutral
₹1.13T14.854.39%-0.22%-39.09%
59
Neutral
₹17.95T22.230.35%15.00%-8.32%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IN:ONGC
Oil & Natural Gas Corp. Ltd.
247.25
14.78
6.36%
IN:BPCL
Bharat Petroleum Corporation Limited
315.50
-6.15
-1.91%
IN:GAIL
GAIL (India) Limited
171.25
-6.31
-3.55%
IN:IOC
Indian Oil Corp. Ltd.
141.70
0.07
0.05%
IN:OIL
Oil India Limited
435.70
-5.49
-1.24%
IN:RELIANCE
Reliance Industries Limited
1,326.50
-89.47
-6.32%

Oil & Natural Gas Corp. Ltd. Corporate Events

ONGC Issues Administrative Corrigendum on Director (Finance) Appointment
Jun 3, 2026
Oil Natural Gas Corporation Limited issued a clarification regarding its same-day announcement on the appointment of Anupam Agarwal as Director (Finance). The company stated that the Ministry of Petroleum and Natural Gas has corrected the referen...
ONGC Announces Executive Director-Level Changes Ahead of 2026
Jun 1, 2026
Oil Natural Gas Corporation Limited has announced a change in senior management at the executive director level, effective June 1, 2026. Three executive directors, K. N. Ramesh, M. Porcia and Deep Chandra Pant, have exited the company’s top...
ONGC Finance Director and CFO Vivek Tongaonkar Retires on Superannuation
May 1, 2026
Oil Natural Gas Corporation Limited announced that Vivek Chandrakant Tongaonkar has ceased to serve as Director (Finance) and Chief Financial Officer of the company, effective May 1, 2026, upon attaining the age of superannuation. The change in t...
ONGC Finance Chief Vivek Tongaonkar Retires on Superannuation
May 1, 2026
Oil Natural Gas Corporation Limited has announced that Vivek Chandrakant Tongaonkar has ceased to serve as Director (Finance) and Chief Financial Officer of the company effective May 1, 2026, upon reaching the age of superannuation. The leadershi...
ONGC Announces Senior Management Changes Following Superannuation
May 1, 2026
Oil Natural Gas Corporation Limited has announced changes in its senior management one level below the board, effective 1 May 2026. Executive Directors Rajan Asthana and Shibu Augustine Manuel have left their roles due to superannuation.The depar...
ONGC Board Clears New CFO, Petrochem JV and Gas Grid Investments
Apr 25, 2026
Oil Natural Gas Corporation Limited’s board has appointed Shri Yogish Nayak S. as Chief Financial Officer and key managerial personnel, effective May 1, 2026, strengthening its senior financial leadership. The move signals a continued focus...
ONGC appoints new CFO, backs petrochem JV and gas grid expansion
Apr 25, 2026
Oil Natural Gas Corporation has appointed Yogish Nayak S. as chief financial officer and key managerial personnel, effective 1 May 2026, strengthening its senior financial leadership. The move signals management continuity at a time when the stat...
ONGC Faces AP Pollution Board Stop-Production Order After Mori-5 Well Blowout
Apr 25, 2026
Oil Natural Gas Corporation Ltd. has disclosed that the Andhra Pradesh Pollution Control Board issued a stop production order for its Mori-5 well after a January 5 blowout and fire at the site, which is operated under a production enhancement con...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: May 28, 2026