Chennai Petroleum Corporation Ltd
CPCL FY26: Record Throughput, Margins & Efficiency 🏭📊
- Record crude throughput of 11.71 MMT in FY26, operating at 112% of installed capacity.
- Production records set for diesel (5.139 MMT), petrol (1.318 MMT), distillate yield (79.1%), and LPG (447 TMT).
- FY26 Gross Refining Margin was $9.2/bbl, exceeding Singapore benchmark of $5.83/bbl; Q4 GRM was $13.75/bbl vs. Singapore's $8.70.
- Debt-equity ratio improved to 0.18 (gross) from 0.39 last year, with net borrowings at INR 973 crores.
- Capex for FY26 was INR 856 crores, with future projects including Group 2 and 3 LOBS (INR 1,600 crores) and retail outlets (INR 400 crores).
- Processed 52% high-sulfur crude in FY26, with 55-60% sourced via long-term contracts.
- Operational improvements included best-ever fuel and loss at 7.73%, MBN at 69.8%, and EII at 84%.