Future prospects in these counters
Looking ahead, the structural story for quality oil and gas counters is shaped by both risk and opportunity. On the risk side, recurring West Asia tensions, potential supply disruptions, and the energy transition all create uncertainty around volumes, margins, and capital-allocation decisions. On the opportunity side, India’s growing energy demand, ongoing investments in refining and gas infrastructure, and policy support for cleaner fuels give well-run energy companies a long runway.

