BPCL flags another fuel-price hike if crude holds near $95 a barrel

The state-run fuel retailer faces price-revision pressure above $80 a barrel after May increases of ₹7.38 per litre for petrol and ₹7.52 for diesel. BPCL is deferring refinery maintenance and pursuing US supply to protect domestic availability, while seeking support for LPG under-recoveries.

— Source publishedThu, 23 Jul, 2026, 20:52 IST·First seen Thu, 23 Jul, 2026, 20:54 IST·Source Business Standard · Companies

What happened

Bharat Petroleum Corporation Ltd. (BPCL) · BPCL may raise Indian petrol and diesel prices again if crude remains above current levels near $95 a barrel. The

Key facts

  • Crude oil around $95 per barrel, up from about $72 at the start of the month
  • Further price-revision stress above $80 per barrel
  • Q1FY27 loss: ₹1,873 crore
  • May petrol price increase: ₹7.38 per litre
  • May diesel price increase: ₹7.52 per litre
  • LPG under-recovery as of June 30: ₹15,803 crore
  • Proposed US term supply: 2 million barrels annually
  • Prior LPG-loss grants: ₹22,000 crore in 2022-23 and ₹30,000 crore in 2023-24

Why this matters

Elevated crude reinforces the strategic value of supply-security, refining-flexibility, and fuel-efficiency partnerships, particularly around US sourcing and logistics assets.

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