GOIL PLC

GOIL PLC is a Ghana-based company that focused on marketing petroleum and other energy products and services. The Company is engaged in mainly marketing fuel with additives (Super XP RON 95 and Diesel XP). It also supplies premium lubricants, marine gas oil, aviation fuel, mining diesel and lubricants, raw bitumen, polymer modified, domestic liquefied petroleum gas (LPG) and Auto LP Gas, and Premix Fuel. It operates a range of petroleum retail network in Ghana with over 440 service stations. The consumer outlets include companies, schools, hospitals, factories, hotels, banks, and major parastatals. In addition, there are a number of other retail outlets established to market premix fuel and kerosene to rural areas. Its payment channels include cash payments, GOCard, Fuel Coupons, GOMoneyApp and online payments with selected banks and telecommunication companies. Its subsidiaries include GOEnergy Limited, GOIL Upstream Limited, and GOBitumen Limited.

• Feedstock spread (price - input cost) (leading)
• Plant utilization rate (coincident)
• End-market demand (auto, construction, agri) (leading)
• Inventory destocking/restocking cycles (coincident)
• Specialty volume growth (trend)

• Energy/feedstock cost (Russia gas, Middle East oil) · exposure: high
• Trade tariffs on chemical exports/imports · exposure: medium-high
• Environmental regulation (EU REACH, US EPA) · exposure: high
• Agricultural policy (subsidies, fertilizer demand) · exposure: medium for agri-chem

• EBITDA margin % — 5-15% commodity; 15-25% specialty
• Capex/sales % — watch trough vs peak
• Plant utilization % — 82-92% healthy; <80% pressure
• ROIC — 10%+ specialty; 6-10% commodity through cycle
• Net debt / EBITDA — below 3.0x healthy; cyclical buffer

Detailed financial analysis, valuation snapshot, multi-period history, and AI narrative are pending — generated when this company is included in the next analysis batch. Profile data above is point-in-time as of 2026-04-30.