Sector Snapshot · Consumable Fuels

India's Energy Demand Keeps Climbing

A fast-read primer on India's oil, gas and consumable fuels sector — the backdrop against which we benchmark every company's cost structure in this category.

#3
India's rank as world's largest energy consumer
258.12 MMTPA
Refining capacity, FY25
239.22 MMT
Petroleum consumption, FY25
#4
India's rank as largest LNG importer
10.35 crore
Beneficiaries under Ujjwala Yojana (LPG)

Consumption and Refining Capacity Both Keep Growing

India's fuel demand has grown steadily for a decade, and refining capacity is set to nearly double by 2030.

Petroleum Product Consumption (MMT)

FY14 → FY25

158.4 MMT
FY14
239.22 MMT
FY25

Refining Capacity (MMTPA)

FY25 → 2030 target

258.12
FY25
~475
2030 Target

What's Pushing the Sector Forward

Rising demand, major expansion plans, and consistent policy support define the sector.

Scale & Demand
  • World's 3rd-largest energy consumer and oil consumer
  • Primary energy demand to nearly double by 2040 as GDP grows to US$8.6 trillion
Expansion Plans
  • Refining capacity to nearly double to 450-500 MMTPA by 2030
  • Rs3,28,227cr (US$37bn) capex planned for a petrochemicals push by 2030
Policy Support
  • FDI limit for PSU refining projects raised to 49%
  • Rs5,597cr allocated to Strategic Petroleum Reserves (ISPRL) Phase II

Recent Developments

A sample of the industry-wide and policy moves shaping the sector through early 2026.

Companies We Benchmark in This Sector

Listed Indian Consumable Fuels companies in tDoBe's cost-benchmarking coverage.

Coal India
Bharat Coking Coal
Sindhu Trade Links
Anmol India
Reetech International
Foundry Fuel

The Cost Benchmark — What We Actually FoundtDoBe Think Report

The market facts above are public background. What follows is tDoBe's own work: every "Other Expenses" line from these companies' own financial records, read by hand and sorted into one clear set of categories — not a keyword search, not each company's own way of reporting it.

5.8%
tDoBe Average — Other Expenses as % of net revenue
320.1×
Gap between the highest and lowest company
10
Cost categories, sorted by meaning
4.5%
Biggest single category — Miscellaneous & Others
FY24/25
Latest available financial records

Where Companies Land — Total Other Expenses

Each mark is one company's total Other Expenses as % of net revenue. No company is named here.

5.8%
0%10%20%30%40%50%60%70%

tDoBe Average by Cost Category

Ranked from biggest to smallest.

Miscellaneous & Others
4.5%
Legal & Professional Fees
0.2%
Repairs & Maintenance
0.2%
Travel & Conveyance
0.1%
Rent & Occupancy
0.1%
Total Other Expenses
5.8%
Where the Cost Really Sits

General overheads make up almost all of the identifiable cost here — this sector tends to run a fairly lean cost structure outside of that one bucket.

Why the Range Is So Wide

This is by far the widest range we've measured. This sector code covers everything from small coal traders to a large state-run coal producer — very different scales and business models sharing one label.

Why the Comparison Is Fair

We use each company's own standalone financial records — not group numbers, not each company's own labels. Every cost line is read by hand and placed into one common set of categories, so every company is compared the same way.

See Where Your Own Company Stands

This is the free, sector-wide view. It tells you where Consumable Fuels stands as a whole — not where your own company stands against it, category by category, in rupees.

Report
$999
Your company, named, benchmarked against the sector. Every category broken out and explained. Delivered in about a week.
Consulting
$4,999
7 working days. We work straight from your own records, on the categories you want answered first.

A below-average number is a reason to call too — the benchmark keeps improving as we go.

Request the Consumable Fuels Report

Free — there's nothing to pay. Share your details and our team will personally send it over to your inbox.

Thanks — we've got your request. Our team will personally send the Consumable Fuels Think Report to your inbox shortly.

Start an Engagement

There's nothing to pay right now — tell us which one, and our team will follow up with next steps.

You're in. Expect an email from us at your work address within 1–2 business days with next steps.
Link copied
Compiled from public government and industry sources, February 2026 update · Figures rounded · tDoBe sector snapshot, for informational purposes · Cost Benchmark findings compiled from companies' own financial records, FY2024/25.