Branch² Intelligence

Brent below $80 to sustain OMC earnings recovery

IN · 2026-07-13

Key takeaway

Brent crude below $80/barrel stabilizes OMC margins, enabling recovery of under-recoveries within a year.

Step 1Brent crude falls below $80/barrel, improving OMC gross refining and marketing margins.
Step 2OMCs recover under-recoveries within a year, boosting reported earnings and cash flows.
Step 3Stable fuel prices reduce input cost volatility for Indian SMEs, supporting working capital and investment decisions.

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