| Revenue growth | 33% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margin resilient at 12.9%, up 20 BPS YoY. |
| Demand visibility | Strong across B2C, OEM franchise workshops, and B2B industrial segments. |
| Management confidence | High; aiming to continue outperforming industry growth by 2-3x. |
Growth
Revenue grew 33% YoY to ₹1,320 Cr; EBITDA rose 35% to ₹170 Cr; PAT increased 32% to ₹128 Cr.
Outlook
Planned ₹55 Cr capex to increase lubricant capacity by 70% by Q4 FY27; targeting ₹300-400 Cr Tirex revenue.
Risks
Management noted the West Asia supply crisis and input cost inflation as key margin challenges.
Last quarter's promises, checked
Delivered
- Guided 2-3x industry growth → delivered 17% volume growth (= BEAT)
- Guided 12-14% EBITDA margin → delivered 12.9% (= BEAT)
- Guided Chennai capacity Q3 FY27 → on track (= BEAT)
Partly delivered
- Guided Tirex INR 100 Cr+ revenue → delivered INR 100 Cr landmark (= PARTIAL)
Investor Presentation 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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