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Earnings Call

Arabian Petroleum Earnings Call: Key Takeaways

Arabian Petroleum (ARABIAN) reported strong FY26 consolidated performance with revenue of ₹41,327.37 lakhs and PAT of ₹1,121.66 lakhs, driven by expansion into high-margin specialty metalworking and defense sectors.

Why this was an Alfa AlertNot a filter event. Financials show strong growth but do not meet the 10% beat over specific prior management guidance criteria.
Highlights
Revenue growth44.88% YoY consolidated growth in FY26.
MarginsConsolidated EBITDA margin at 4.87%; PAT margin at 2.71% for FY26.
Order book~₹90 Lakhs defense order; 2-year BHEL rate contract active.
Demand visibilityStrong institutional orders from Indian Army, BHEL, and ISRO.
Management confidenceHigh, citing strategic diversification and first-time subsidiary consolidation.

Growth

FY26 Consolidated Revenue grew 44.88% YoY; PAT increased 23.47% YoY. Standalone revenue saw a 31.61% YoY jump.

Outlook

Capacity expansion via de-bottlenecking; targeting high-margin industrial sectors and scaling new subsidiaries Arzol FZE and Lavisa Technologies.

Risks

Fluctuations in raw material costs, customer demand volatility, and competitive dynamics in the lubricants industry.

Source

Earnings Call filed with NSE, NSE: ARABIAN. Summary written with AI assistance from the document.

Read the document ↗

Arabian Petroleum Ltd: key numbers

Share price
₹88.00
Market cap
₹95.85 Cr
Revenue (annual)
₹413.3 Cr
Net profit (annual)
₹11.22 Cr
P/E (TTM)
8.6×Sector 18.7×
Promoter holding
73.45%+0.00% QoQ
FII holding
0.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Arabian Petroleum Annual General Meeting

Arabian Petroleum Limited has issued notice for its 17th Annual General Meeting scheduled for September 28, 2026, alongside its Annual Report for the financial year 2025-26.