ONGC: An Introduction Over 50 years of experience Rich Heritage Discovered 6 out of 7 producing basins of India(1) 83% of Indias in place Oil and Gas discovered by ONGC(1) Integrated presence across hydrocarbon value chain…
ONGC: Demonstrated Track Record of Delivering Value 2013: Investment in Azerbaijan, Mozambique & Brazil 2012 :MRPL 15 MMTPA Capacity; OTPC Starts 2010: Maharatna 2012: PP2030 Status Launched 1997: Navratna 2004: GoI…
ONGC: Leading Presence Across the Value Chain Petrochemicals and Refinery Value Chain Exploration Production Downstream / Refining Domestic Presence: Largest(1) O&G FY14 Domestic Production MRPL FY14 throughput 14.59 MMT player with…
ONGC: Shareholding Structure Share Price (52Wk High/Low): Rs.472 (9th June14) / Listed on BSE on 29th July 1995 / NSE on 20 July 1995 Rs. 263.30 (13th Nov13) Number of shares: 8,555 mn FY14 Dividend/Share: Rs. 9.50 Market Cap:…
2. Key Investment Highlights
Key Investment Highlights 8 1 Increasing Regulatory India Stable Clarity to Drive Growth & Regulatory and Profitability Attractive Industry Dynamics 7 2 Best-in-class Dominant India Position Management & GoI Largest E&P Player…
1a New Government has Accelerated Reforms Agenda Consistent Reforms in Oil & Gas Sector 2010 2011 2012 2014 Gasoline Prices New Exploration Subsidized LPG Diesel Price Deregulated Deregulated Licensing Policy IXth Cylinders Capped…
1b India: Attractive Fundamental Dynamics Strong and Growing Demand Coupled with Limited Domestic Supply India 4th Largest Primary Energy Consumer in the World India Strong Consumption Growth Expected Primary Energy Consumption MMTOE…
1c India Consumption Basket Increasing Share of Oil & Gas 2013 Primary Energy Consumption Basket World 2013 India 2013 Indias primary energy consumption is Hydro Hydro 7% Renewables Nuclear 5% Renewables Nuclear 2% 1% 2%…
2 ONGC: Dominant India Position Leadership in Reserves and Exploration Leading to Strong and Sustained Performance Ultimate Reserves Consistent Production Track Record Dominant Share of Production MMTOE Others 22% Others 21% Oil…
2 ONGC: Medium & Short Term Plans for Domestic Business Enhancing Production from Existing Blocks Investment for Growth & Strong Project Execution Investment of US 6.0 billion (FY2007 till date) 21 of 27 IOR/EOR Projects Completed…
3 Strong International Acquisition Focus Broad Portfolio of Diverse Assets Across Prolific Basins Spanning Entire E&P Lifecycle 35(1) Projects 16 Countries Russia 2 Overseas Production Trend (MMTOE) 8.75 8.36 7.26 2.54 Kazakhstan…
3 Recent International E&P Acquisitions Acquired Hess Corps 2.7% stake in Azerbaijan Sector (ACG) & 2.4% interest in BTC Azerbaijan pipeline in 2013 Maiden Venture ACG is one of the largest oil field in the Azerbaijan sector of the…
4 Strong Domestic Asset Base and E&P Capabilities Offshore Installations 215 Onshore Installations Process 250 Installations: 13 Rajasthan(2) Oil: 2.751 MMT Pipelines Gas: 0.163 BCM 28,139 Km Assam Ahmedabad Oil: 1.265 MMT…
5 Increasing Downstream Presence Increasing Focusing on Capturing Larger Share of Downstream Value Enhanced Refinery Capacity of 15 MMTPA. ONGC Equity Holding 71.62%, Market Cap US1.7bn Refining Plans underway to increase the…
6 Unconventional & Alternate Energy Initiatives Shale Gas Coal Bed Methane Wind Power Assam - Arkan Rajasthan Vindhyan North Karanpura Jharia Bengal Raniganj Gondwana Bokaro Cambay KG Cauvery Drilled first well in…
7 Strong Management & Government of India Parentage Best in Class Management Team in Place Strong GoI Support Diverse experience in Oil & Gas Industry Dinesh K Saraf Government of India owns 69% stake in ONGC, two Instrumental in OVLs…
8 Regulatory Reforms Gas Price Revision In October 2014, the government also announced revision of the Gas prices with effect from 1st November 2014 Gas Price Revision The new price set at US5.05/mmbtu on a gross calorific value which…
Perspective 2030 2014 2030 Plan 2030 1 Grow overseas E&P to source 60 MMTOE per year of O+OEG 2 Unlock more than 400 MMTOE from domestic yet-to-find reserves 3 Accelerate 300-400 MMTOE of (re)-developments 4 Secure alliance for…
3. Robust Financial Profile
Growth in Revenue and Profits Total Revenues1 EBITDA2 (US bn) (US bn) 9.4 30.2 8.8 28.0 8.3 8.2 7.7 25.4 20.6 17.8 FY10 FY11 FY12 FY13 FY14 FY10 FY11 FY12 FY13 FY14 Total Revenues EBIT3 Net Income (US bn) (US bn) 4.7…
Stable Half Year Standalone Performance Gross Revenues1 EBITDA2 Standalone Operating Highlights (US bn) (US bn) Increase in Crude oil production 2.48 2.52 H1 FY15: 10.32 MMT (1.2% growth over H1 FY14 production of 10.20 MMT) Q2…
4. Key Risks
Key Risks Fluctuations in crude oil and natural gas prices Failure to acquire or find and develop additional reserves and failure to redevelop existing fields may lead to a decline in reserves, production and profitability Certain…
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