India ka fuel export revenue April se September ke beech **₹2.59 lakh crore** tak pahunch gaya hai, jo last year ke muqable **50%** zyada hai. Export volume mein **16%** ki girawat aayi hai, lekin international prices aur weak rupee ne saari kasar poori kar di.
Asal khel kya hai?
Is saal fuel export ka volume 16% kam hua hai, lekin revenue mein 50% ka jump dekhne ko mila hai. Iska main reason international market mein fuel ki badhti keematein aur rupee ki kamzori hai. Jab aapka export revenue local currency mein calculate hota hai, toh dollar ke saamne rupee girne se seedha fayda hota hai.
Diesel aur Petrol ka kya scene hai?
Diesel abhi bhi revenue ka king hai, jisne total volume ka 42% contribute kiya. Diesel export revenue 58% badh kar ₹1.2 lakh crore ho gaya, jabki volume mein 19% ki girawat thi. Petrol ka bhi same haal hai, revenue 21% badh kar ₹58,000 crore par pahunch gaya, halanki volume 24% kam tha.
Investors ke liye kya hai catch?
India mein ab fuel ki domestic demand badh rahi hai—Petrol mein 5% aur Diesel mein 7% growth dikhi hai. Jab domestic demand itni fast badhegi, toh companies ke paas export ke liye surplus kam bachega. Reliance Industries, Nayara Energy, aur MRPL jaise players ke liye ye ek big challenge ho sakta hai.
Bottom line ye hai ki refining margins par nazar rakhna zaroori hai. Agar domestic consumption aise hi badhti rahi, toh aage chalkar export se hone wali kamaai par ceiling lag sakti hai.