OMCs

OIL FALLS 4% – PARTY TIME for These Indian Sectors! [1] OPEC+ to increase output by 411,000 barrels/day in June [2] Crude prices crash 4% [3] Crude price already down 20% in 2025 What does it mean for Our Stock Market? Winners in India (thanks to cheaper crude): [1] Aviation Stocks – lower ATF cost [2] Paint Stocks – crude-linked raw material relief [3] Tyres Stocks – rubber & crude-based inputs drop [4] FMCG & Packaging Stocks – lower plastic costs [5] OMCs Stocks – BPCL, HPCL, IOC benefit from margin boost [6] Chemicals Stocks – input cost relief [7] Logistics Stocks – fuel savings Macro boost to our market: - Helps current account deficit - Eases inflation - Positive for RBI stance & stock market mood