Business news · Economy · 25 May 2026
IN Oil Gas & Consumable Fuels Automobile and Auto Components Fast Moving Consumer Goods Services
Oil marketing companies raised petrol by Rs 2.61 and diesel by Rs 2.71 a litre on Monday, the fourth increase in under two weeks after Rs 3 on May 15, 90 paise on May 19 and 87-91 paise on May 23. Since May 15 petrol is up Rs 7.38 a litre and diesel Rs 7.52; non-branded petrol in Delhi crossed Rs 100 to Rs 102.12, with diesel at Rs 95.20. The companies' under-recovery on petrol, diesel and LPG fell to under Rs 600 crore a day. Crude, at $60-70 before the conflict, was around $106.
The increases shrink daily losses at state-run fuel retailers IOC, BPCL and HPCL, which had been selling below cost, but pass the oil shock on to households and businesses. Diesel drives freight costs for FMCG, cement and auto distribution, dearer fuel can dent two-wheeler and car demand, and higher pump prices feed retail inflation, narrowing the RBI's room to ease. Private fuel retailers also get pricing headroom once state retailers move.
Reported by Business Standard — “Petrol, diesel prices raised for fourth time in less than two weeks” ↗ on 25 May 2026.
NSE stocks, from the last close on or before 25 May 2026 to the close on 15 Oct 2026.
| Sector | Stocks | Median move | Up | vs all stocks |
|---|---|---|---|---|
| Oil Gas & Consumable Fuels | 18 | -6.2% | 7 of 18 | -2.1 pts |
| Automobile and Auto Components | 52 | -1.0% | 24 of 52 | +3.2 pts |
| Fast Moving Consumer Goods | 47 | -6.0% | 17 of 47 | -1.9 pts |
| Services | 30 | -1.4% | 15 of 30 | +2.7 pts |
| All tracked stocks | 799 | -4.1% | 339 of 799 | — |
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