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Bharat Petroleum Corporation (BPCL) Fair Value & Analysis

Energy · IN · Market cap ₹1.3T

BP Bharat Petroleum Corporation BPCL · NSE
Price₹323.70
Fair Value₹441.28
Upside+36.3%
Quality59/100
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Healthy Growth
Thin margins · 5.7% net margin
Low debt · generates free cash flow
Ranks above peers (14/15)
Moderate moat 56/100
Evidence: High Range ₹330.96 – ₹551.60 Share as image

Fair value as of: Jul 17, 2026

From 26 valuation models · updated 21 days ago

Fair value updated Jul 17, 2026, revised from ₹846.81 to ₹441.28 (−47.9%) since Jun 25, 2026. Share price +3.1% over the past month.

A solid business, screening 36% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (₹330.96). The market is more pessimistic than our downside scenario.
  • Solid quality (59/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

₹388.30 ₹122.48 Fair Value ₹441.28 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range ₹122.48 – ₹388.30 · fair‑value band ₹330.96 – ₹551.60 · the ₹323.70 price screens below the ₹441.28 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.

Full chart & analysis →

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Analysis

Bharat Petroleum Corporation (BPCL) currently trades at ₹323.70, while our model-based Fair Value estimate is ₹441.28, implying the stock looks roughly 36.3% undervalued today. We read business quality at 59/100 (solid quality), in the Energy sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Bharat Petroleum Corporation generated revenue of ₹4.6T at a net margin of 5.7%. Revenue grew 6.7% year over year. It earns a return on equity of 28.5%. Net debt stands at ₹367B. Fundamentals as of Jul 17, 2026

Our scenario range runs from ₹330.96 (bear case) to ₹551.60 (bull case); at ₹323.70, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 17% below its 52-week high and 21% above its 52-week low, currently below its 200-day average. For context, the median of 10 Energy peers we cover trades at -48% fair-value upside, at 36%, BPCL screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Growth DCF ₹901.29 ₹1,524 ₹2,586 80
Residual Income ₹418.62 ₹555.48 ₹3,137 76
Rev-Margin DCF ₹770.03 ₹1,272 ₹1,879 74
All 26 models by family
DCF Models
FCF DCF ₹891.37 ₹1,520 ₹2,580 38
Owner Earnings ₹411.05 ₹704.69 ₹1,200 31
5Y Revenue Exit ₹770.03 ₹1,276 ₹1,936 39
5Y EBITDA Exit ₹879.79 ₹1,490 ₹2,221 41
5Y P/E Exit ₹836.63 ₹1,406 ₹2,022 38
10Y Revenue Exit ₹778.73 ₹1,267 ₹1,957 36
10Y EBITDA Exit ₹876.36 ₹1,422 ₹2,188 37
10Y P/E Exit ₹847.77 ₹1,361 ₹2,028 35
Earnings-Based
Graham-Dodd ₹411.31 ₹1,533 ₹2,072 54
Lynch FV ₹368.79 ₹526.84 ₹684.89 50
PEG = 1.0 ₹368.79 ₹526.84 ₹684.89 46
EPV ₹599.17 ₹706.74 ₹802.36 59
Dividend Discount
Gordon GGM ₹214.43 ₹468.14 ₹787.67 70
DDM Multi-Stage ₹214.43 ₹383.48 ₹487.88 61
Multiples
P/E Multiple ₹907.30 ₹1,210 ₹1,512 63
P/S Multiple ₹771.21 ₹1,028 ₹1,285 58
P/B Multiple ₹527.51 ₹703.35 ₹879.18 55
EV/EBIT ₹1,095 ₹1,464 ₹1,832 53
EV/EBITDA ₹967.40 ₹1,293 ₹1,619 54
EV/Revenue ₹734.88 ₹1,054 ₹1,374 43
Asset-Based
NCAV (Graham) ₹117.22 ₹157.08 ₹234.45 50
Growth DCF
Growth DCF ₹901.29 ₹1,524 ₹2,586 80
Rev-Margin DCF ₹770.03 ₹1,272 ₹1,879 74
Economic Profit
Residual Income ₹418.62 ₹555.48 ₹3,137 76
ROIC Compounder ₹662.97 ₹872.73 ₹1,134 72
Growth Earnings
Growth-Adj P/E ₹663.26 ₹947.51 ₹1,232 68

Widest divergence: DCF Models (₹1,361) versus Asset-Based (₹157.08). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) ₹4.6T
Revenue growth (YoY) +6.7%
Net margin 5.7%
Return on equity 28.5%
Free cash flow ₹305B FY2026
P/E ratio 4.9
More key figures
Operating margin 8.2%
EPS (TTM) ₹60.50
EPS growth (YoY) +28.0%
Net debt ₹367B FY2026

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 59/100

Of which business quality 62 · Market factors (momentum, volatility) 48

Profitability 67
Margins and returns on capital today
Quality Growth 60
Are margins and returns improving?
Cashflow 56
Earnings quality: real cash, not paper profit
Fin. Strength 63
Balance sheet, leverage, solvency risk
Investment 46
Disciplined investing over empire-building
Low Volatility 69
Calm price path (market factor)
Momentum 38
Price trend over the last 3–12 months (market factor)
52W Momentum 41
Distance to the 52-week high (market factor)
Net Issuance 81
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Bharat Petroleum Corporation Limited engages in refining crude oil and marketing petroleum products in India and internationally. It operates through two segments, Downstream Petroleum; and Exploration and Production of Hydrocarbons.

Full company description

Bharat Petroleum Corporation Limited engages in refining crude oil and marketing petroleum products in India and internationally. It operates through two segments, Downstream Petroleum; and Exploration and Production of Hydrocarbons. The company operates fuel stations that sell motor spirits, high-speed diesel, blended fuels, compressed and liquefied natural gas, automotive liquefied petroleum gas (LPG), and lubricants; operate convenience stores, restaurants, and electric vehicle charging facilities; and offer ATM, money transfer, insurance, and vehicle care services. It also provides LPG for domestic, commercial, and metal cutting applications under the Bharatgas brand name; automobile lubricants, such as automotive engine and gear oils, greases, and specialties, as well as industrial lubricants under the MAK brand; jet fuel; and aviation services, including transportation, storage, and intoplane services. In addition, the company offers industrial fuels products, white oils, bitumen and specialty bitumen, petcoke, sulphur, solvents, petrochemicals, bunkering, and petrochemical feedstock products; and operates pipelines to transport petroleum products. Further, it exports naphtha and fuel oils; and engages in city gas distribution activities. The company's marketing infrastructure includes a network of installations, depots, retail outlets, aviation fueling stations, and LPG distributors. The company was formerly known as Bharat Refineries Limited and changed its name to Bharat Petroleum Corporation Limited in August 1977. Bharat Petroleum Corporation Limited was incorporated in 1952 and is based in Mumbai, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Bharat Petroleum Corporation reported revenue of ₹4.6T in FY2026 versus ₹3.5T in FY2022, a compound +7.0%/yr. Reported net income was ₹258B in FY2026, compounding +22.0%/yr from FY2022.

Growth Quality 90/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2026)
₹4.6T
Latest YoY
+3.4%
Avg. growth/yr (3Y)
−0.9%
Avg. growth/yr (5Y)
+14.6%
Avg. growth/yr (26Y)
+10.6%
Revenue +7.0%/yr
FY22 ₹3.5T
FY23 ₹4.7T
FY24 ₹4.5T
FY25 ₹4.4T
FY26 ₹4.6T
Net income +22.0%/yr
FY22 ₹117B
FY23 ₹21.3B
FY24 ₹269B
FY25 ₹133B
FY26 ₹258B

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Cite: Fair Value Calculator (2026). "Bharat Petroleum Corporation Fair Value". https://www.fairvalue-calculator.com/stock/BPCL

Peer Group

Oil & Gas Refining & Marketing · 114 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 59 · Above median
Fair Value upside +36% · Top 25%
Return on equity (TTM) 28% · Top 25%
Return on assets 9% · Top 25%
Net margin (TTM) 6% · Top 25%
Operating margin (TTM) 8% · Above median
Revenue growth 7% · Above median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.22× · Lower than median

Valuation Multiples vs Oil & Gas Refining & Marketing median · lower = cheaper

P/E (TTM) 5.2× · Cheaper than 75% of peers
P/B 1.33× · Cheaper than median
P/S (TTM) 0.29× · Cheaper than median
P/FCF 0.0× · Cheaper than 75% of peers
EV/EBITDA 3.2× · Cheaper than 75% of peers
PEG 0.28× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 82 · sector 16
FUTURE 34 · sector 15
PAST 100 · sector 32
HEALTH 89 · sector 80
DIVIDEND 0 · sector 50

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Oil & gas

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Oil & Gas Refining & Marketing stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Reliance Industries Limited RELIANCE ₹1,293 ₹835.66 -35%
Valero Energy Corporation VLO $309.65 $127.32 -59%
Marathon Petroleum Corporation MPC $283.74 $135.80 -52%
Phillips 66 PSX $196.16 $101.04 -48%
Neste Oyj NESTE €31.10 €4.07 -87%
Formosa Petrochemical Corporation 6505 81.30 TWD 16.68 TWD -79%
Indian Oil Corporation IOC ₹138.96 ₹417.35 +200%
HF Sinclair Corporation DINO $88.59 $48.90 -45%
SK Innovation Co 096770 121,400 KRW 58,865 KRW -52%
Sunoco LP, SUN $74.00 $53.36 -28%

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Frequently asked questions

Is Bharat Petroleum Corporation (BPCL) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of ₹441.28 versus a price of ₹323.70, about +36% (undervalued).
What is the fair value of BPCL?
Our model-based fair value for Bharat Petroleum Corporation is ₹441.28 (as of Jul 17, 2026), built from audited fundamentals. The current price is ₹323.70.
What is the quality score of BPCL?
Bharat Petroleum Corporation has a Quality Score of 59/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of Bharat Petroleum Corporation (BPCL)?
Bharat Petroleum Corporation reported trailing-twelve-month revenue of about ₹4.6T (latest available figure, as of Jul 17, 2026).
What is the net profit margin of BPCL?
The net profit margin of Bharat Petroleum Corporation is about 5.7%, meaning it keeps roughly 5.7% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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