Antelopus Selan Energy LtdNSE:ANTELOPUS
Current view Q4 2026
Oil producer whose new owners are pumping far more from cheap, proven wells - production and profit rising four straight years, debt-free. Real driver; main risk is falling oil prices.
Latest exchange filings last 5 · 5 after Q4 2026
- 16 Sep ’26Disclosure of allotment of shares pursuant to Antelopus Selan Energy Limited Employee Stock Option Scheme- 2022 (Formerly Known as Selan Exploration Technology Limited Employee Stock … ↗
- 15 Sep ’26Disclosure of the allotment of shares pursuant to Antelopus Selan Energy Limited Employee Stock Option Scheme- 2022 (Formerly known as Selan Exploration Technology Limited Employee … ↗
- 6 Sep ’26Newspaper Advertisement regarding 41st Annual General Meeting of the Company ↗
- 5 Sep ’26Reg. 34 (1) Annual Report. 5 Sep ↗
- 5 Sep ’26Submitted Annual Report 2025-26 and AGM notice; 41st AGM on September 30, 2026 at 11 A.M. via VC/OVAM. ↗
Exchange filings, with the company's own one-line summary, read off the same page as the figures. Screener publishes only the most recent few, so this is the last 5 — not everything filed since your note, and a quiet-looking list is not proof of a quiet quarter. A filing is marked new when it is dated after the end of the quarter your note covers. Not scored, and not a judgement — a routine repayment notice and a takeover sit in the same list.
AI concall report · Q4 2026
The full earnings-call read behind this view — what management promised, what they delivered, and the earning trigger.
Growth Q4 2026
| Metric | This year vs lastYoY · vs Q4 2025 | vs the quarter beforeQoQ, sequential · vs Q3 2026 | 3-year yearly average3Y CAGR · compounded | 5-year yearly average5Y CAGR · compounded |
|---|---|---|---|---|
| Sales | ▲ +64.5% | +43.7% | +33.2% | +41.6% |
| Operating profit | ▲ +87.1% | +28.9% | +38.7% | +50.2% |
| EPS | ▲ +11.4% | +33.5% | +7.9% | +44.0% |
| PAT | ▲ +153.3% | +35.7% | — | — |
Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +64.5%, which is ≥ 20% → Tier 1.
QoQ is sequential, not a trend. For most Indian companies the March quarter is seasonally the largest, so a June-quarter fall against it is a calendar effect. Only the YoY column feeds the Tier.
Multibagger potential
Average61/100
Growing, but too slowly to re-price. Profit per share grew 8% a year. A big re-pricing usually needs more than 15% a year, so the score is capped no matter how cheap it looks.
₹1,159 → ₹2,319 needs the P/E at 62× — it is 39× today, and has ranged 7.5× to 40× over the last 5 years. The rest would come from earnings growing as they have.
What you pay for its profitlog scale · 5-year range
Tripling needs 93× — never traded above 40× in 5 years.
Re-rated already, on growth that doesn't fully back it.
How this is calculated
This is arithmetic, not a forecast — Return = ΔEPS × ΔMultiple. It says what would have to be true, not how likely it is, and "earnings keep growing at this rate for three more years" is the assumption doing the most work. This is a small-cap at ₹4,129 cr, so the odds of a re-rate are not fighting its own size.
Band capped: growth of 7.9% is below the 15% bar a re-rate needs.
Growth rate used: 7.9% — the weakest of EPS / Sales / Op-profit from 3-year EPS CAGR. Latest quarter reads 11%.
How it compares with its rivals Energy · 6 of 7 listed
It earns 20% on its capital, more than any of them — the next best earns 14%, and it is the fourth most expensive of the 6 shown.
| Company | Price | P/E | Size | ROCE | Profitlast qtr | Saleslast qtr |
|---|---|---|---|---|---|---|
| Antelopus Selan | ₹1,098 | 27.6× | ₹3,867 Cr | 19.9% | +450.7% | +158.8% |
| O N G C | ₹233 | 6.7× | ₹2.93 L Cr | 14.2% | +20.8% | +25.7% |
| Oil India | ₹476 | 9.2× | ₹77,435 Cr | 11.5% | +91.4% | +57.7% |
| Vedanta Oil and Gas | ₹34 | 62.2× | ₹13,374 Cr | — | +2691.6% | +8.5% |
| Prabha Energy | ₹235 | 3341.0× | ₹3,675 Cr | -0.1% | +226.1% | +49.6% |
| Hind.Oil Explor. | ₹181 | 95.5× | ₹2,398 Cr | 3.5% | −47.9% | +45.2% |
Screener's own peer group, from the request already made for the industry P/E. It serves the industry's largest names by market cap, not companies of a similar size, so treat this as context rather than a like-for-like table; this company is always shown. On a phone the price, size and sales columns are dropped rather than pushed off the edge. Not part of the score.
Business quality to Jun 2026
| Are the margins widening? | yes — widening, and steadily | operating margin 18% → 70% over 3 years |
|---|---|---|
| Did the profit turn into cash? | most of it arrived as cash | 75% last year, 89% over three · free cash flow −₹98 cr, positive in 2 of 5 years |
| Is the growth borrowed? | essentially debt-free | ₹4 cr — 0.01× its own equity (was 0.01×) |
| Is it being collected? | customers are taking longer to pay | 88 days to collect, up 38 in a year · cash cycle 88 days |
| Who has been buying? | the promoters have been buying | promoters 69.9% (+39.5 in a year), 30.5% → 69.9% over 2.8 years · FIIs 0.4% (−3.5) · DIIs 0.8% (+0.8) · shareholders 19,329 → 24,275 |
| What does it earn on its capital? | earns a fair return on its capital | ROCE 19.9% · ROE 15.0% |
Fetched from the filings, not typed — and deliberately not part of the score. These are the questions the score cannot ask: it reads growth, price and trend, so a company can score well while its profit never becomes cash. Weigh these beside the note, not against the number.
Screener's own checklist not mine, not the score
In its favour
- Company is almost debt free.
- Company is expected to give good quarter
- Company has delivered good profit growth of 93.0% CAGR over last 5 years
Against it
- Though the company is reporting repeated profits, it is not paying out dividend
- Company has a low return on equity of 13.4% over last 3 years.
- Debtor days have increased from 71.3 to 88.0 days.
Generated by screener.in from a fixed checklist — not written by me and not an input to the score. It is here as a second machine opinion to weigh against the note; where it disagrees with the view above, the note is the considered one.