IOC Share Price: Green Fuel ka Future Solid, par UCO ka Funda Thoda Rocky?

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AuthorAnanya Iyer|Published at:
IOC Share Price: Green Fuel ka Future Solid, par UCO ka Funda Thoda Rocky?
Overview

Arre bhaiyo, Indian Oil (IOC) ne ek mast cheez kar dikhai hai! Unke Panipat refinery ko mil gaya hai India ka pehla Sustainable Aviation Fuel (SAF) certification. Ye apne desh ke liye ek badi baat hai emission kam karne mein aur aviation ko green banane mein.

SAF Certification: India ka First Move!

Dekho, Indian Oil Corporation (IOC) ne December 2025 mein ek bada regulatory milestone achieve kiya hai. Unke Panipat refinery ko India ka sabse pehla certification mil gaya hai Sustainable Aviation Fuel (SAF) banane ke liye. Ye apne aviation sector ko 'green' banane ki taraf ek solid kadam hai, jisse desh emission targets poore kar sake. Goal hai 2027 tak international flights mein 1% SAF blend karna.

Asli Challenge: UCO Collection Aur Cost Ka Funda

Lekin asli picture yeh hai ki ye sirf certification hai, actual production aur scaling mein bohot challenges hain. Ye SAF banega used cooking oil (UCO) se, aur bhai, India mein UCO collect karna, especially chote restaurants aur gharon se, bohot mushkil hai. Collection network abhi itna mazboot nahi hai ki large scale pe supply ho sake. Aur sabse badi baat, jab UCO se SAF banega, toh wo conventional jet fuel se 3-4 times mehnga padega. Matlab, abhi ye bahut costly option hai.

IOC Ki Valuation Aur Market View

Waise, jab hum IOC ki financial health dekhte hain, toh early 2026 mein iski market cap lagbhag ₹232,435 crore thi, aur P/E ratio around 10.04x tha. Ye competitors jaise BPCL (6.34x) aur HPCL (6.23x) se thoda zyada hai, lekin Reliance Industries (25.57x) se kam. Analysts ka outlook generally positive hai, aur 'Buy' rating ke saath average target price ₹173.16 ke aas paas hai. Stock ne pichhle saal 32% tak ka achha return bhi diya hai.

India Ka Green Ambition Aur Aage Kya?

India ka overall target hai ki 2027 tak 1% SAF blend ho aur 2030 tak 5% ho jaaye. Ye certification ek important step hai, par is ambition ko poora karne ke liye government ko policy support dena hoga, pricing mechanisms clear karne honge, aur UCO supply chain ko bhi strong banana hoga. Iske bina, SAF ko widespread banana mushkil hai.

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