SMC Global Securities Limited

This IPO is not just about fundraising It’s HDFC unlocking a hidden engine in its business — and letting investors own a piece of it If you believe in Bharat’s credit story, this might just be a smart bet Watch closely on July 2 #IPO #HDBFinancial #HDFC #StockMarketIndia #IPO #HDBFinancial #HDFC #StockMarketIndia

[1] ONGC India’s largest oil & gas explorer Higher crude prices directly boost ONGC’s revenue - especially through its overseas arm, ONGC Videsh More $$ per barrel = higher net realizations = fatter profit margins ONGC is a textbook oil play https://t.co/gfFklpRk0L

🛢️5 Stocks That Could Benefit from Rising Crude Oil Prices With ongoing geopolitical tensions and supply disruptions, crude oil prices are on the rise again — and certain companies are better positioned to benefit https://t.co/nYy7D3VGpu

So what’s the point? When crude surges, investors usually rush to global oil ETFs or Brent futures. But Indian markets have homegrown opportunities—if you know where to look. ONGC and Oil India = direct crude plays

[3] Indraprastha Gas (IGL) Not an oil company - but benefits indirectly When petrol/diesel prices spike, consumers shift to CNG CNG = cheaper, cleaner, and IGL’s core product This leads to higher volumes and better pricing power for IGL https://t.co/xaQzmwfyj6

[4] Petronet LNG Petronet imports and regasified liquefied natural gas LNG prices tend to follow oil (with a lag) So a spike in crude boosts LNG prices, which improves Petronet’s realization and spreads It’s a smart proxy play on crude-linked energy prices https://t.co/wlTTI977wN

IGL and Petronet = smart, indirect bets Engineers India = infra tailwind And Oil price spikes create ripple effects across the energy ecosystem Some stocks benefit directly via revenue Others gain indirectly through volume, infra, or product substitution

[2] Oil India Another upstream oil company Explores, drills, and transports crude - so any price hike goes straight to its bottom line Think of it as a “junior ONGC” with strong operating leverage Higher oil price = better margin + EPS for Oil India https://t.co/m8Fcv4qxqO

5 oil-upside stocks to watch — 📌 not advice, DYOR Bookmark this thread If oil prices stay elevated or climb further - you’ll likely see these names outperform in the short to medium term