Antelopus Selan Energy Limited — Q2FY27 earnings call summary

Filed 02 November 2026 · Official transcript

Duarmara oil discovery under evaluation; well cost Rs.70 Cr; monetization expected FY28 onwards
Cost structure benefits from fixed cost leverage; royalty ~15-16% of revenue; margins expected to sustain >65%
Q2 FY27 revenue from operations Rs.121.7 Cr; EBITDA Rs.90 Cr (margin ~71%); PAT Rs.57.3 Cr, 5x YoY
Production flat QoQ; October production ~2,000 BOEPD; exit FY27 guidance 2,500 BOEPD
KG Onshore has large resource base; wells cost ~$10mn each; rig deployment planned after evaluation
No borrowings; Rs.100 Cr cash; strong cash flow funds capex; focus on fiscal discipline and growth
Bakrol production ~950 BOEPD; Karjisan 7 wells drilling to boost production; Cambay optionality wells planned