| Management target | Revenue FY27 |
|---|
| Revenue growth | 33% YoY revenue growth, significantly outperforming industry benchmarks. |
|---|---|
| Margins | EBITDA margins held at 12.9% despite raw material inflation. |
| Demand visibility | Strong visibility across Agri, Motorcycle, and Infrastructure segments. |
| Management confidence | Balanced; highly confident in supply resilience despite macro volatility. |
Growth
Revenue grew 33% YoY while EBITDA rose 35%, driven by a 17% core lubricant volume increase.
Outlook
Targets 2-3x industry growth rate with a sustainable EBITDA margin band of 12-14% for the year.
Risks
Base oil volatility remains extreme; inability to fully pass through cost increases in B2C segment limits margins.
Last quarter's promises, checked
Delivered
- Guided 2x-3x industry growth → delivered 14% vs ~3-4% industry (= BEAT)
- Guided revenue crossing INR 4,000cr → delivered >4,000cr (= BEAT)
- Guided 12-14% EBITDA margin → delivered 12.9% (= BEAT)
Partly delivered
- Guided Chennai/Silvassa expansion Q3/Q4 FY26 → ongoing into FY27 (= PARTIAL)
Earnings Call Transcript 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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