Best Oil and Gas Stocks in July 2025: CPCL, Oil India, MRPL and More - Based on 5-Yr CAGR

As per the International Energy Agency’s (IEA) India Energy Outlook 2021, India’s primary energy demand is expected to almost double by 2040, reaching about 1,123 million tonnes of oil equivalent, driven by projected GDP growth to US$8.6 trillion.

Over the past decade, India’s refining capacity has expanded from 215.1 MMTPA to 256.8 MMTPA, with plans to scale up further to 309.5 MMTPA by 2028. The country has also become a significant contributor to petroleum consumption among non-OECD countries. Petroleum product usage has grown from 158.4 MMT in 2013–14 to 234.3 MMT in 2023–24.

Against this backdrop of rising demand and capacity, here are some of the leading oil and gas stocks for July 2025, evaluated by their 5-year CAGR, market capitalisation, and net profit margin.

Top Oil and Gas Stocks in India in July 2025 – Based on 5-Yr CAGR

Note: Top oil and gas stocks listed here are picked from the Nifty 500, and data is as of June 29, 2025. The stock list is ranked based on 5-year CAGR. 

Overview of the Top Oil and Gas Stocks in July, 2025

1. Chennai Petroleum Corporation Limited (CPCL)

Chennai Petroleum Corporation Limited, earlier called Madras Refineries Limited, is a subsidiary of Indian Oil Corporation Limited. It operates under the Ministry of Petroleum and Natural Gas, Government of India, and is based in Chennai.

For the quarter ending March 2025, Chennai Petroleum Corporation Limited reported a revenue of ₹20,580.63 crore and a net profit of ₹449.96 crore. In December 2024, revenue stood at ₹15,683.25 crore with a net profit of ₹10.46 crore. 

Key Metrics:

• Earnings Per Share (EPS): ₹11.65
• Return on Equity (ROE): 2.32%

2. Oil India Limited

Oil India is a government-owned company involved in finding, producing, and transporting crude oil and natural gas, along with LPG production.

For Q3 FY25, it reported ₹5,239.66 crore in revenue, down from ₹5,518.95 crore in Q2. Net profit also decreased to ₹1,221.80 crore from ₹1,834.07 crore.

Key Metrics:

• EPS: ₹37.59
• ROE: 12.83%

3. The Great Eastern Shipping Company Ltd

India’s largest private shipping firm, Great Eastern Shipping, transports bulk liquids, gases, and solid cargo.

In Q3 FY25, revenue declined to ₹878.50 crore from ₹1,011.00 crore in Q2, but net profit increased to ₹678.63 crore from ₹564.97 crore.

Key Metrics:

• Return on Capital Employed (ROCE): 16.9%
• ROE: 17.6%

4. Aegis Logistics Limited

Established in 1956 as Aegis Chemical Industries, Aegis Logistics offers logistics services for oil, gas, chemicals, and petrochemicals.

In Q3 FY25, revenue rose slightly to ₹672.12 crore from ₹658.28 crore in Q2. Net profit fell to ₹65.79 crore compared to ₹72.16 crore in the previous quarter.

Key Metrics:

• EPS: ₹12.23
• ROE: 17.13%

5. Mangalore Refinery and Petrochemicals Ltd (MRPL)

A subsidiary of ONGC, MRPL operates under the Ministry of Petroleum and Natural Gas. Its refinery is near Mangalore.

For the quarter ending March 2025, Mangalore Refinery and Petrochemicals Ltd reported revenue of ₹27,601.39 crore and a net profit of ₹363.14 crore. In December 2024, revenue was ₹25,600.78 crore with a net profit of ₹304.19 crore. 

Key Metrics:

• EPS: ₹0.29
• ROE: 0.41%

Read More: Best Pharma Sector Mutual Funds in July 2025: ICICI, SBI, DSP - Based on 5-Year CAGR!

Top Oil and Gas Stocks in India in July 2025 – Based on Market Cap

Note: Top oil and gas stocks listed here are picked from the Nifty 500, and data is as of June 29, 2025. The stock list is ranked based on market cap. 

Top Oil and Gas Stocks in India in July 2025 – Based on Net Profit Margin

Note: Top oil and gas stocks listed here are picked from the Nifty 500, and data is as of June 29, 2025. The stock list is ranked based on net profit margin. 

India’s Oil and Gas Sector Outlook

India’s rapid economic growth is driving up the demand for oil, especially in manufacturing and transport. Crude oil consumption is expected to grow at a CAGR of 4.59%, reaching 500 million tonnes by FY40, compared to 223 million tonnes in FY23.

Oil consumption is likely to rise from 4.05 million barrels per day (MBPD) in FY22 to 7.2 MBPD by 2030 and further to 9.2 MBPD by 2050. Diesel demand alone could climb to 163 million tonnes by 2029–30. By 2045, petrol and diesel together are projected to account for 58% of India’s oil needs. Economic progress and urban development will keep fueling this demand.

Natural gas usage is also on an upward trend, expected to grow at a CAGR of 12.2% and reach 550 million cubic meters per day (MCMPD) by 2030, up from 174 MCMPD in 2021. Refining capacity is set to increase by 56 MTPA by 2028, with plans to expand further to 450–500 MTPA by 2030.

Key Points to Keep in Mind Before Investing in Oil & Gas Stocks

1. Price Fluctuations

Oil and gas firms are highly affected by global price swings. Changes in supply, demand, and geopolitical tensions can impact earnings. Keeping track of international oil market trends and a company’s risk management approach is crucial.

2. Government Regulations

Policies on taxes, subsidies, and environmental rules can directly affect profits. Investors should stay updated on any policy changes that could influence the sector.

3. Financial Strength

Before investing, it’s wise to check a company’s revenue, profitability, and debt. Firms with stable earnings and lower debt tend to withstand market challenges better.

4. Operational Efficiency

Companies that build strong infrastructure and use advanced technologies can control costs more effectively. Efficient operations and logistics are important competitive strengths in this industry.

Conclusion

Investing in oil and gas stocks requires a careful look at financial health, operational capabilities, and market trends. Since energy prices and regulations can change rapidly, make sure your investments match your goals and risk appetite. For personalised advice, consider consulting a financial expert to develop an investment plan that suits your needs.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.