| Revenue growth | 12.3% Standalone YoY for FY26. |
|---|---|
| Margins | EBITDA margin sustained at ~13% for Q4 and FY26. |
| Demand visibility | Strong across B2C, B2B, and OEM segments. |
| Management confidence | High; citing sustained business momentum and industry-leading performance. |
Growth
Q4 FY26 standalone revenue grew 13.7% YoY to ₹1,040 Cr. FY26 consolidated revenue grew 11.7% to ₹4,056 Cr.
Outlook
Capex of ₹55 Cr to expand capacity by 70% at Chennai/Silvassa. Targeting 2-3x industry volume growth.
Risks
Global volatility, elevated crude prices, and INR depreciation. New Labor Codes impacted FY26 PBT by ₹22.78 Cr.
Last quarter's promises, checked
Delivered
- Guided 2-3x industry volume growth → delivered 8% vs 3-4% industry (= BEAT)
- Guided 12-14% EBITDA margin → delivered 13% plus (= BEAT)
- Guided Tirex revenue growth → delivered 83% YoY for Q3 (= BEAT)
Partly delivered
- Guided 14-16% medium-term margin → delivered 13% range (= PARTIAL)
Earnings Call filed with BSE, NSE: GULFOILLUB. Summary written with AI assistance from the document.
Gulf Oil Lubricants India Ltd: key numbers
- Share price
- ₹1,119.10
- Market cap
- ₹5,546 Cr
- Revenue (annual)
- ₹4,056 Cr
- Net profit (annual)
- ₹347.6 Cr
- P/E (TTM)
- 14.8×Sector 18.6×
- Promoter holding
- 66.85%-0.16% QoQ
- FII holding
- 7.78%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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