IFC：2026提升印度石油企业市场估值：面向可持续增长与全球竞争力的能源转型战略研究报告（英文版）（68页）.pdf

1、01Enhancing the Market Valuation of Indian Oil Companies:Energy Transition Strategies for Sustainable Growth and Global CompetitivenessAuthorsDesigned ByAmit KapoorAnanya KhuranaPradeep PuriHonorary Chairman,Institute for CompetitivenessSenior Researcher,Institute for CompetitivenessSenior Fellow,In

2、stitute for CompetitivenessSupported ByEnhancing the Market Valuation of Energy Transition Strategies for Sustainable Growth and Global CompetitivenessINDIAN OIL COMPANIESAMIT KAPOORHonorary ChairmanInstitute for CompetitivenessThe global energy sector is undergoing a profound transformation.As coun

3、tries recalibrate their energy strategies in response to climate imperatives,technological advancements,and evolving investor expectations,the oil and gas industry is being redefined,not solely by its output but by its agility and alignment with sustainability goals.In this evolving landscape,Indias

4、 oil and gas sector,with its rising energy demand and strategic significance,is well-positioned to play a pivotal role in shaping the future of energy both domestically and globally.Indias energy trajectory reflects both ambition and momentum.With the governments commitment to achieving net-zero emi

5、ssions by 2070 and initiatives such as the Ethanol Blending Programme,the National Green Hydrogen Mission,and PM-KUSUM,the sector is already on a progressive trajectory.These schemes aim to diversify the energy mix,promote cleaner fuels,and strengthen energy security in the country.In FY 2023-24,Ind

6、ias total primary energy supply witnessed a year-on-year growth of 7.8%.While its per capita energy consumption also increased steadily,highlighting the countrys expanding energy footprint,it remains below the global average.This indicates substantial room for expansion and efficiency gains.This rep