🔬 Company-level micro analysis for May 31, 2026 — Quarterly results, management guidance, and stock-specific catalysts.
ONGC — Q4 FY26 Results
BEAT ESTIMATE
Net Profit
₹10,819 Cr
+53% YoY
Revenue
₹38,244 Cr
+8.2% YoY
EBITDA
₹18,600 Cr
+21% YoY
Dividend
₹5/share
Final
ONGC delivered exceptional Q4 results with 53% profit growth driven by higher crude realization, royalty cut benefit, and improved operational efficiency. Management guided for 15-18% production growth in FY27.
HAL — Order Book ₹94,000 Cr
STRONG
HAL’s order book crossed ₹94,000 crore — providing 5+ years revenue visibility. New orders include LCA Tejas MK2 (83 aircraft), helicopters, and engine maintenance contracts. Defence budget allocation increased by 12% for FY27.
⭐ Analyst consensus: BUY | 12-month target ₹4,800 | Current ₹4,218 = 14% upside