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穆迪表示，如果净变现率不上升，原油价格上涨将削弱印度石油公司的实力
上周，中央政府批准向印度石油公司有限公司(IOCL)、巴拉特石油公司有限公司(BPCL)和印度斯坦石油公司有限公司(HPCL)拨款，以弥补2020年6月至2022年6月期间国内液化石油气销售的损失。
金奈:中央一次性拨款2200亿卢比给三家石油营销公司，将弥补他们在国内销售的损失液化石油气穆迪投资者服务公司(Moody's Investors Service)周一表示，他们在销售汽油和柴油方面仍有亏损。
上周，中央政府批准了对印度石油有限公司(IOCL),巴拉特石油有限公司(BPCL)和印度斯坦石油有限公司(HPCL)，以弥补2020年6月至2022年6月期间国内液化石油气销售的损失。
穆迪(Moody’s)表示，尽管获得了这笔拨款，但这些炼油厂在23财年的盈利仍将疲弱，因为这些公司上半年在汽油和柴油销售方面遭受了重大亏损，迄今尚未收到任何补偿。
穆迪表示:“我们估计，国际石油公司在汽油和柴油销售上的收入损失为30亿- 32亿美元，而BPCL和HPCL的收入损失估计在16亿- 19亿美元左右。”
在流动限制放松和俄乌战争爆发后，需求复苏，导致原油价格大幅上涨，从2022年1月至8月，平均价格约为104美元/桶，相比之下，2021年11月的平均价格约为80美元/桶。
尽管原料成本较高，而且在国际汽油和柴油价格穆迪表示，印度汽油和柴油的销售价格没有以同样的速度上涨，这导致国有炼油企业出现亏损。汽油和柴油占印度石油产品销售总额的近55%。
根据穆迪的数据，除了在2022年3月22日至4月6日期间每升约10卢比(约20美元/桶)的小幅上涨外，炼油厂的净实现价格自2021年11月以来基本保持不变。
虽然原油和国际运输燃料价格已从今年早些时候的高点回落，但仍受动荡的行业环境和地缘政治发展的影响。
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Chennai: A Rs 220 billion one time grant to the three oil marketing companies by the Centre would cover their losses on sales of domestic liquefied petroleum gas<\/a> (LPG) they still incur losses on sale of petrol and diesel, said Moody's Investors Service on Monday.
Last week, the Central government approved the grant to the Indian Oil Corporation Limited<\/a> (IOCL), Bharat Petroleum Corporation Limited<\/a> (BPCL) and Hindustan Petroleum Corporation Limited<\/a> (HPCL) to cover losses on sales of domestic LPG between June 2020-June 2022.
According to Moody's, the refiners' earnings would remain weak for FY23 despite the grant because of significant losses incurred by these companies on sale of petrol and diesel during the first half, for which they have not received any compensation so far.
<\/div><\/div>\"We estimate that state-owned refining and marketing companies have lost around $6.5 billion-$7 billion in revenue on the sale of petrol and diesel from November 2021-August 2022,\" Moody's said.
\"We estimate IOCL's revenue loss on petrol and diesel sales to be $3.0 billion-$3.2 billion, while revenue losses for BPCL and HPCL are estimated to be around $1.6 billion-$1.9 billion,\" Moody's said.
Recovery in demand following easing of movement restrictions and the onset of the Russia-Ukraine war has led to a significant increase in crude oil prices, which averaged around $104 a barrel (bbl) from January-August 2022 compared with around $80\/bbl in November 2021.
Despite higher feedstock costs and an increase in international petrol and diesel prices<\/a>, the selling prices of petrol and diesel in India, which account for almost 55 per cent of total sales of petroleum products in the country, did not increase at the same pace, which resulted in losses for the state-owned refiners, Moody's said.
According to Moody's barring a small increase of around Rs 10\/litre (around $20\/bbl) between March 22- April 6, 2022, net realised prices for refiners have largely remained unchanged since November 2021.
While crude oil and international transportation fuel prices have decreased from the highs seen earlier in the year, they remain subject to the volatile industry environment and geopolitical developments.
\"We estimate IOCL's revenue loss on petrol and diesel sales to be $3.0 billion-$3.2 billion, while revenue losses for BPCL and HPCL are estimated to be around $1.6 billion-$1.9 billion,\" Moody's said.
Recovery in demand following easing of movement restrictions and the onset of the Russia-Ukraine war has led to a significant increase in crude oil prices, which averaged around $104 a barrel (bbl) from January-August 2022 compared with around $80\/bbl in November 2021.
Despite higher feedstock costs and an increase in international petrol and diesel prices<\/a>, the selling prices of petrol and diesel in India, which account for almost 55 per cent of total sales of petroleum products in the country, did not increase at the same pace, which resulted in losses for the state-owned refiners, Moody's said.
According to Moody's barring a small increase of around Rs 10\/litre (around $20\/bbl) between March 22- April 6, 2022, net realised prices for refiners have largely remained unchanged since November 2021.
While crude oil and international transportation fuel prices have decreased from the highs seen earlier in the year, they remain subject to the volatile industry environment and geopolitical developments.
<\/div><\/div>Any increase in crude oil or international product prices without a commensurate increase in net realised prices for the Indian refiners will further weaken their earnings and cash flow outlook, Moody's said.
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