Whalesbook
So, ONGC ke Mumbai High asset wale SHP Platform par jo aag lagi thi na, woh toh jaldi control ho gayi, aur operations bhi ekdum set ho gaye hain. 10 logo ko chot lagi thi, par sab ab stable hain. Par yeh incident ek bada reminder hai ki company ka jo purana offshore infrastructure hai, woh kitna risky ho sakta hai. Guys, 1976 se chal rahe Mumbai High field par yeh hua hai, so eski taraf dhyan dena zaroori hai.
Abhi ONGC ka stock ₹287.20 ke aas paas trade kar raha hai, aur market cap ₹3.61 trillion hai. P/E ratio 9.51 hai, jo Oil India aur Vedanta jaise competitors se thoda kam hai. Fire jaldi control hone se market ne zyada impact nahi dekha, production bhi normal ho gaya. Isiliye stock mein koi badi girawat nahi aayi hai, volume bhi theek hai.
Indian energy sector mein reforms chal rahe hain, exploration badh raha hai. Lekin 2026 mein global crude prices par pressure reh sakta hai oversupply ke karan. ONGC ka stock pehle bhi earnings miss hone par 2-3% tak gira hai. Aur January 2026 mein Mori field mein gas leak aur fire ka incident bhi hua tha, market aise recurring events par sensitive rehta hai.
Mumbai High field jo 1976 se chal raha hai, uske SHP Platform par yeh incident hua. Itne saal purane equipment mein kabhi bhi issue aa sakta hai. Fire ka reason abhi investigate ho raha hai, pata chalega ki koi system mein problem thi kya. Chairman Arun Kumar Singh ka contract extend hua hai December 2025 mein, jo ek transition period dikhata hai.
Analysts ka ONGC par outlook positive hai, 'Buy' rating de rahe hain. Average 12-month target price ₹295.62 se ₹343.33 tak hai, CLSA ne toh ₹415 target diya hai. Company Daman Upside Development Project aur BP ke saath partnership se production badhane ki koshish kar rahi hai. Government bhi exploration ko support kar rahi hai, taaki energy security banaye rakhi ja sake.