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OIL - Investment Analysis: Buy Signal or Bull Trap?

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Rating: 3.8

Last Updated Time : 04 Feb 26, 10:33 am

Investment Rating: 3.8

Stock Code OIL Market Cap 79,069 Cr. Current Price 486 ₹ High / Low 522 ₹
Stock P/E 16.9 Book Value 298 ₹ Dividend Yield 2.36 % ROCE 15.2 %
ROE 13.5 % Face Value 10.0 ₹ DMA 50 439 ₹ DMA 200 428 ₹
Chg in FII Hold -0.02 % Chg in DII Hold 0.23 % PAT Qtr 1,044 Cr. PAT Prev Qtr 813 Cr.
RSI 63.6 MACD 20.2 Volume 34,81,222 Avg Vol 1Wk 1,33,47,711
Low price 322 ₹ High price 522 ₹ PEG Ratio 1.05 Debt to equity 0.28
52w Index 82.0 % Qtr Profit Var -43.1 % EPS 28.7 ₹ Industry PE 18.6

📊 Analysis: Oil India Ltd (OIL) trades at ₹486 with a P/E of 16.9, slightly below the industry average of 18.6, suggesting fair valuation. Strong fundamentals include ROE of 13.5%, ROCE of 15.2%, and a moderate dividend yield of 2.36%. Debt-to-equity is low at 0.28, reflecting financial stability. EPS of ₹28.7 supports earnings strength, and PEG ratio of 1.05 indicates balanced valuation relative to growth. However, quarterly profit variation (-43.1%) highlights earnings volatility, and trading volumes have declined compared to weekly averages. Technicals show strength (RSI 63.6, MACD positive, above DMA levels), but the stock is near its 52-week high, limiting immediate upside.

💡 Entry Price Zone: Ideal accumulation range is ₹440–₹460, closer to DMA levels (439–428) and below current price. Long-term investors can accumulate gradually on dips.

📈 Exit / Holding Strategy: For existing holders, OIL is a solid candidate for medium to long-term investment (3–5 years) due to strong fundamentals and dividend yield. Consider partial profit booking near ₹510–₹520 (recent highs) while retaining core holdings for dividend income and sector growth exposure.


Positive

  • ROE (13.5%) and ROCE (15.2%) indicate efficient capital use.
  • Dividend yield of 2.36% provides steady income.
  • Low debt-to-equity ratio (0.28) ensures financial stability.
  • EPS of ₹28.7 reflects strong earnings base.
  • PEG ratio of 1.05 suggests fair valuation relative to growth.

Limitation

  • Quarterly profit variation (-43.1%) highlights earnings volatility.
  • Trading volumes lower than weekly average, showing reduced investor activity.
  • Stock near 52-week high (₹522), limiting immediate upside potential.

Company Negative News

  • Quarterly PAT declined sharply (-43.1%) compared to previous quarter.
  • FII holdings slightly reduced (-0.02%), showing marginal foreign investor caution.

Company Positive News

  • DII holdings increased (+0.23%), reflecting domestic institutional confidence.
  • MACD positive (20.2) and RSI strong (63.6), indicating bullish momentum.

Industry

  • Industry PE at 18.6, slightly higher than OIL’s valuation, suggesting fair pricing.
  • Energy sector demand remains robust, supported by global oil & gas consumption trends.

Conclusion

✅ Oil India Ltd is a fundamentally strong stock with fair valuation, healthy ROE/ROCE, and stable dividend yield. Ideal entry is ₹440–₹460. Long-term investors can hold for 3–5 years to benefit from steady cash flows and sector demand. Existing holders may book profits near ₹510–₹520 while retaining core positions for dividend income and compounding.

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