ReutersCodex · 实盘不做把握 6/10
北京时间·源无时间·以抓取为准·⟳ 抓取 20:10:21·⚡ 决策 07-22 22:13:58 +2h03m·97.1 天前
印度BPCL录得15个季度以来首次季度亏损
BPCL季度净亏损396.2亿卢比，上年同期盈利612.4亿卢比，燃油营销利润率转负。
📄 原文Reuters↗ 原文
India's Bharat Petroleum Corporation Ltd (BPCL) on Wednesday posted its first quarterly loss in 15, as elevated crude…
不做 Bharat Petroleum Corporation（BPCL.IN）
事件方向利空，但未能确认印度本地代码行情与可借券条件，不满足做空执行红线。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-22 · 扩散 medium · price-in 风险 medium ↗
关键理由
- BPCL季度净亏损396.2亿卢比，上年同期盈利612.4亿卢比，燃油营销利润率转负。
主要风险
- 印度本地股票与融券执行条件无法在当前工具中确认，且财报发布时间通常已被本地市场快速反映。
反向证据
- 做空前查反向 · 来源 stock_quote · 影响 weakens
工具未能唯一归一到BPCL印度本地可交易代码，不能确认融券可用性。
检索:Bharat Petroleum Corporation stock ticker borrow short availability
工具调用 · 历史记录,结果未知(2 种)
- stock_quote · 结果未知
- normalize_ticker · 结果未知
原文全文
展开原文 · 1,333 字
India's Bharat Petroleum Corporation Ltd (BPCL) on Wednesday posted its first quarterly loss in 15, as elevated crude oil prices eroded fuel marketing margins.
BPCL posted a net loss of 39.62 billion rupees ($410.5 million) for the three months June 30, against a profit of 61.24 billion rupees a year ago.
Average global Brent crude oil prices were about 45% higher than in the year-ago quarter, driven by tensions in the Middle East.
This pushed fuel marketing margins into negative territory, with the cost of retailing fuel exceeding earnings from sales.
Petrol and diesel marketing margins averaged negative 10.6 rupees per litre and 18.4 rupees per litre, respectively, during the quarter, according to Jefferies analysts.
The company's total expenses jumped about 36% to 1.66 trillion rupees, with a 68.7% surge 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.
Revenue from operations rose more than 23% to 1.59 trillion rupees despite the drop in demand, as the state-owned firm received compensation of 18.98 billion rupees from the government for losses in the liquefied petroleum gas segment.
($1 = 96.5275 Indian rupees)
BPCL posted a net loss of 39.62 billion rupees ($410.5 million) for the three months June 30, against a profit of 61.24 billion rupees a year ago.
Average global Brent crude oil prices were about 45% higher than in the year-ago quarter, driven by tensions in the Middle East.
This pushed fuel marketing margins into negative territory, with the cost of retailing fuel exceeding earnings from sales.
Petrol and diesel marketing margins averaged negative 10.6 rupees per litre and 18.4 rupees per litre, respectively, during the quarter, according to Jefferies analysts.
The company's total expenses jumped about 36% to 1.66 trillion rupees, with a 68.7% surge 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.
Revenue from operations rose more than 23% to 1.59 trillion rupees despite the drop in demand, as the state-owned firm received compensation of 18.98 billion rupees from the government for losses in the liquefied petroleum gas segment.
($1 = 96.5275 Indian rupees)
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