📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
Latest filing: 2026-09-01 16:36
343 analysed today
343
Today
133,232
All-time analysed
40,094
Positive
6,279
Negative
79,048
Neutral
7,743
Watch
📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
9 announcements match the current filters (relevance ≥ 5).
Antelopus Selan Wins 2 Onshore Oil & Gas Blocks in KG and Cambay Basins under DSF Bid Round-IV
Antelopus Selan Energy has been awarded two onshore contract areas under the Discovered Small Field (DSF) Bid Round-IV by the Directorate General of Hydrocarbons (DGH), Ministry of Petroleum & Natural Gas. The awarded blocks include KG/ONDSF/KG ONLAND/2025 in the Krishna Godavari basin (Andhra Pradesh) and CB/ONDSF/CAMBAY ONLAND/2025 in the Cambay basin (Gujarat). The award is subject to the execution of the formal Revenue Sharing Contracts (RSC) with the Government of India. This win expands the company's acreage and production pipeline in regions where it already maintains established operations.
Confidence: HIGH
What changedThe Government of India approved the award of two new onshore exploration and production contract areas (KG Basin and Cambay Basin) to the company under DSF Round-IV.
Why it mattersAdds significant prospective acreage to the company's portfolio in core operating basins, creating a pipeline to boost production beyond its current run-rate of ~1,107 boepd against a TTM revenue base of ₹106 Cr.
Number of contract areas awarded: 2DSF Bid Round: Round-IVDGH communication date: August 31, 2026TTM revenue base: ₹106 Cr
📅 Short termPositive sentiment from regulatory acreage addition; final signing of the Revenue Sharing Contracts and disclosure of work program commitments will follow.
📈 Long termStrengthens long-term reserve replacement and production growth potential in proven hydrocarbon basins where the company possesses existing operational synergy.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Exploration and development risk inherent in hydrocarbon extraction
- Gestation period before commercial production commences
- Required capital expenditure commitments under the agreed work programme
Key Highlights
Awarded 2 onshore contract areas under Discovered Small Field (DSF) Bid Round-IV
Acquired block KG/ONDSF/KG ONLAND/2025 in the Krishna Godavari (KG) Basin, Andhra Pradesh
Acquired block CB/ONDSF/CAMBAY ONLAND/2025 in the Cambay Basin, Gujarat
Award communicated via DGH letter dated August 31, 2026, subject to Revenue Sharing Contract (RSC) execution
👀 What to Watch
Track the execution of the Revenue Sharing Contracts (RSC) and subsequent disclosures regarding minimum work programmes, estimated capex commitments, and reserve potential for both blocks.
Antelopus Q1 FY27 PAT up 42% QoQ to ₹53.8 Cr; Revenue reaches ₹133.1 Cr
Antelopus Selan Energy reported a robust Q1 FY27 with revenue of ₹133.1 Cr, a 28% increase over Q4 FY26. EBITDA margins expanded to 70%, resulting in an EBITDA of ₹93.2 Cr, up 57% QoQ. While average sales volumes dipped slightly to 1,705 boepd due to a temporary inventory build-up of 6,500 boepd, the company maintained its FY27 production guidance of 2,500 boepd. Operational execution remains strong with 9 out of 10 planned wells already drilled.
Confidence: HIGH
What changedThe company has demonstrated a significant scale-up in financial performance, with Q1 FY27 revenue (₹133.1 Cr) already exceeding the previous TTM revenue (₹106 Cr).
Why it mattersThe sharp margin expansion to 70% and the successful drilling of 90% of planned wells indicate high operational efficiency and strong cash flow generation, supporting the company's aggressive production growth targets.
Q1 FY27 Revenue: ₹133.1 CrQ1 FY27 PAT: ₹53.8 CrEBITDA Margin: 70%FY27 Production Guidance: 2,500 boepdInventory Build-up: 6,500 boepdCess Refund Claim: ₹6.56 Cr
📅 Short termThe stock is likely to react positively to the significant QoQ growth in PAT and EBITDA, alongside the maintenance of high production guidance.
📈 Long termThe company is structurally shifting to a higher production tier. If the 2,500 boepd target is met, it represents a substantial re-rating potential for the business.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Commodity price volatility (no hedging)
- High client concentration with IOCL
- Execution risk for the upcoming frac campaign
Key Highlights
EBITDA grew 57% QoQ to ₹93.2 Cr with margins reaching 70% in Q1 FY27
Net Profit (PAT) increased 42% QoQ to ₹53.8 Cr, nearly double the previous TTM PAT of ₹23 Cr
Average sales stood at 1,705 boepd, with a 6,500 boepd inventory build-up due to IOCL custody transfer timing
Drilling execution is ahead of schedule with 9 of 10 planned FDP wells completed
Maintained FY27 production guidance of 2,500 boepd, implying a ~46% growth from current levels
👀 What to Watch
Monitor the execution of the frac campaign starting in August 2026, which is the primary driver for the 2,500 boepd production target. Also, track the formal award of the two new onshore licenses won in the DSF Bid Round IV.
Antelopus Q1 PAT Jumps 384% YoY to ₹54.32 Cr; Revenue Up 159% on Merger Integration
Antelopus Selan Energy reported a massive surge in Q1 FY27 performance, with net revenue growing 159% YoY to ₹131.04 Cr, reflecting the full integration of Antelopus Energy assets. Net profit rose 384% YoY to ₹54.32 Cr, significantly aided by a ₹11.93 Cr reduction in amortization charges following a change in accounting estimates for asset life. However, the company recognized a ₹10 Cr impairment on its 'Ello Field' due to pending regulatory approvals from the DGH. The results confirm a structural shift in the company's scale post-merger, with quarterly revenue now exceeding the previous full-year TTM revenue.
Confidence: HIGH
What changedThe company has completed the integration of Antelopus Energy, resulting in a significantly larger asset and revenue base, and has revised the useful life of its oil and gas assets upward by 10 years.
Why it mattersThe merger has transformed the company from a small-scale operator to a mid-sized player, with Q1 revenue (₹131 Cr) already exceeding the previous TTM revenue (₹106 Cr). The accounting change for asset life improves reported profitability but is a non-cash adjustment.
Net Revenue (Q1 FY27): ₹131.04 CrNet Profit (Q1 FY27): ₹54.32 CrAmortization Benefit: ₹11.93 CrImpairment (Ello Field): ₹10.00 CrQ1 Revenue vs TTM Revenue: 123.6%
📅 Short termThe stock is likely to react positively to the massive YoY growth in top and bottom lines, although the market will need to digest the impact of the amortization change on 'quality' of earnings.
📈 Long termThe company is now structurally larger with a diversified field portfolio; long-term value depends on successful execution of work programs in the newly acquired Cambay and Ello fields.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Regulatory risk regarding DGH approvals for field development
- Commodity price volatility (no hedging policy)
- Accounting-driven profit boost from lower amortization
Key Highlights
Net Revenue from operations surged 158.8% YoY to ₹131.04 Cr from ₹50.63 Cr in the year-ago quarter.
Net Profit increased to ₹54.32 Cr from ₹11.22 Cr, though boosted by accounting changes and offset by impairments.
Amortization charge was lower by ₹11.93 Cr due to extending the estimated life of Bakrol, Lohar, and Cambay fields by 10 years.
Recognized a ₹10.00 Cr impairment provision against Capital Work-in-Progress for the 'Ello Field' pending DGH development approval.
Equity base expanded following the allotment of 1,99,62,358 shares to Antelopus Energy shareholders.
👀 What to Watch
Monitor the approval status of the 'Ello Field' from the Directorate General of Hydrocarbons (DGH) and the realization of the ₹6.56 Cr GST refund. Investors should track if production volumes (boepd) continue to grow to support the new valuation levels post-merger.
Antelopus Selan Energy Assigned 'IND A/Stable' Rating for INR 3000 Million Facilities
India Ratings and Research has assigned a new credit rating to Antelopus Selan Energy Limited for its proposed bank loan facilities totaling INR 3,000 million. The agency assigned a long-term rating of 'IND A' with a Stable outlook and a short-term rating of 'IND A1'. This initial rating assignment provides a benchmark for the company's creditworthiness as it looks to leverage its balance sheet. The stable outlook reflects the agency's expectation of steady operational performance following the company's recent rebranding.
Key Highlights
India Ratings and Research assigned a long-term rating of 'IND A' with a Stable outlook.
A short-term rating of 'IND A1' was assigned for the proposed facilities.
The total value of the bank loan facilities covered under this rating is INR 3,000 million.
This is a new rating assignment for the company, formerly known as Selan Exploration Technology Limited.
The rating facilitates the company's ability to access debt markets and bank funding at competitive rates.
👀 What to Watch
Investors should monitor the company's debt utilization and the specific projects funded by the INR 3,000 million facility. The investment-grade rating is a positive signal regarding the company's financial health and management's ability to secure institutional backing.
Antelopus Selan FY26 PAT Up 27% to ₹89.6 Cr; Exit Production Hits 1,800+ boepd
Antelopus Selan Energy reported a strong financial performance for FY26, with Profit After Tax (PAT) rising 27% YoY to ₹89.6 crore. The company achieved a significant production ramp-up, exiting the year at over 1,800 boepd, well above the annual average of 1,355 boepd. Despite a lower average oil price environment of $66/boe compared to $75/boe in the previous year, total income grew to ₹287.8 crore. Management has provided a clear roadmap to reach 2,500+ boepd in FY27, which is expected to be entirely self-funded.
Key Highlights
PAT grew by 27% YoY to ₹89.6 Cr, while EBITDA increased 14% to ₹167.5 Cr with a healthy 59% margin.
Exit production rate exceeded 1,800 boepd in March 2026, significantly higher than the FY25 average of 1,193 boepd.
Karjisan field emerged as a top performer with average sales of 684 boepd and a new FDP submitted for 7 additional wells.
Bakrol field production ramped up in Q4 FY26, averaging 596 boepd following the commissioning of new wells.
Company targets 2,500+ boepd for FY27, supported by drilling campaigns in Bakrol, Karjisan, and Cambay.
👀 What to Watch
Investors should view the volume-led growth and strong EBITDA margins as a sign of operational efficiency and successful asset monetization. The company's ability to fund its 2,500+ boepd target through internal accruals reduces financial risk and positions it well for future valuation rerating.
Antelopus Selan Energy FY26 Net Profit Rises 27% to ₹89.6 Cr; Q4 Profit Surges 157% YoY
Antelopus Selan Energy reported a strong financial performance for FY26, with annual net profit rising to ₹8,961 Lakhs from ₹7,057 Lakhs in FY25. The Q4 FY26 net profit saw a massive jump to ₹3,808 Lakhs compared to ₹1,478 Lakhs in the same quarter last year, driven by higher operational revenue and a change in accounting estimates. Revenue from operations (net) for the full year grew to ₹27,888 Lakhs. The results also reflect the completed amalgamation with Antelopus Energy Private Limited, which has been integrated retrospectively from April 1, 2023.
Key Highlights
Full-year FY26 Net Profit increased by 27% YoY to ₹8,961 Lakhs.
Q4 FY26 Net Profit surged 157% YoY to ₹3,808 Lakhs, supported by a ₹933 Lakh reduction in amortization charges.
Annual Revenue from Operations (Net) grew to ₹27,888 Lakhs from ₹25,808 Lakhs in FY25.
Basic EPS for the full year improved to ₹25.49 from ₹20.07 in the previous year.
Revised estimation of the amortization period for Oil and Gas assets reduced total FY26 expenses by ₹1,776 Lakhs.
👀 What to Watch
The strong earnings growth and successful merger integration are positive signals for long-term value. Investors should monitor if the operational revenue growth can be sustained without the accounting benefit of reduced amortization in future periods.
Antelopus Clarifies Cambay PSC Transaction Status and Valuation Reassessment
Antelopus Selan Energy has issued a clarification regarding its proposed transaction with Synergia Energy for the Cambay PSC, stating that no definitive Sale and Purchase Agreement (SPA) has been executed. The 6-month exclusivity period for the deal ended on February 8, 2026, following the initial agreement on July 4, 2025. The company is currently reassessing valuation parameters due to new subsurface data and geopolitical uncertainties affecting commodity prices. Antelopus has formally refuted claims that shareholders refused the deal or that it failed to meet financial commitments like bank guarantees.
Key Highlights
Exclusivity period for the Cambay PSC transaction expired on February 8, 2026, after a 6-month term.
No binding Sale and Purchase Agreement (SPA) has been signed, only an agreed form was initialed.
Company is reassessing the deal valuation based on new subsurface data and global commodity price volatility.
Antelopus denies Synergia's claims regarding shareholder refusal and bank guarantee defaults.
The company remains engaged with Synergia but has reserved all rights under the Joint Operating Agreement dated July 31, 2024.
👀 What to Watch
Investors should exercise caution as the deal valuation is being reassessed, which may lead to revised terms or a potential breakdown of the transaction. Monitor for further official updates regarding the finalization or termination of the Cambay PSC acquisition.
Antelopus Selan Q3 FY26 PAT Jumps 141% QoQ to ₹28.5 Cr; Targets 1800+ boepd Exit Rate
Antelopus Selan Energy reported a robust Q3 FY26 with sales volumes reaching 1,498 boepd, a 35% sequential growth driven by new well commissions. Total income rose to ₹73.02 crore, while PAT surged 141% QoQ to ₹28.50 crore, partially aided by a 10-year extension in the amortization period for key fields. The company is maintaining its guidance to reach a production exit rate of 1,800+ boepd by March 2026. Operational highlights include an unexpected light oil discovery at Duarmara and successful gas flow at the Cambay C-78 well.
Key Highlights
Sales volumes grew 35% QoQ to 1,498 boepd, with an exit target of 1,800+ boepd by March 2026.
Net Profit (PAT) increased significantly to ₹28.50 crore from ₹11.81 crore in the previous quarter.
EBITDA rose to ₹46.61 crore from ₹31.75 crore QoQ, despite a 9% decline in price realizations.
Amortization period for Bakrol, Lohar, and Cambay fields extended by 10 years following the Oilfields Amendment Act 2025.
Successful drilling at Duarmara encountered gas and unexpected light oil (~37° API), requiring further testing for commerciality.
👀 What to Watch
Investors should focus on the company's ability to hit the 1,800 boepd exit rate by March 2026 and the potential upside from the Duarmara oil discovery. The extension of field tenures provides long-term visibility on asset life and improves immediate profitability through lower depreciation.
Antelopus Selan Energy Q3 Net Profit Surges to ₹28.5 Cr; Revenue Up 29% QoQ
Antelopus Selan Energy reported a strong Q3 FY26 with net profit rising to ₹28.5 crore from ₹11.8 crore in the previous quarter. Revenue from operations (net) grew 29% sequentially to ₹71.1 crore, driven by operational performance and restatements following its merger. A significant boost to the bottom line came from a change in the amortization period for oil and gas assets, which reduced expenses by ₹8.43 crore. The company is also progressing on acquiring the remaining 50% stake in the Cambay Field to consolidate its interest.
Key Highlights
Net Profit increased to ₹28.5 crore in Q3 FY26 compared to ₹11.8 crore in Q2 FY26.
Revenue from operations (net) stood at ₹71.1 crore, up 29% from ₹55.1 crore in the preceding quarter.
Amortization charge was lower by ₹8.43 crore due to a revised estimation of the useful life of oil and gas assets following new regulatory rules.
Company has completed negotiations to acquire the remaining 50% Participating Interest in the Cambay Field.
Basic EPS improved significantly to ₹8.11 for the quarter from ₹3.36 in the previous quarter.
👀 What to Watch
Investors should recognize that while the profit jump is partially due to a one-time accounting adjustment in amortization, the sequential revenue growth remains robust. The stock warrants a positive outlook given the consolidation of the Cambay Field and the successful integration of the Antelopus merger.
