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Earnings Call

Gabriel India Earnings Call: Key Takeaways

Gabriel India reports strong FY26 performance with 15% consolidated revenue growth and 9.7% EBITDA margins. Management is focused on new JVs (SK Enmove, Jinhap) and inorganic growth towards an INR 50,000cr group target by 2030.

Highlights
Revenue growth15% YoY for FY26 (Consolidated).
MarginsEBITDA margin at 9.7%; sunroof margins stable at 12-14%.
Order book3 new business wins with Korean customers for sunroofs.
Demand visibilityStrong recovery in 2-wheelers (21% Q4 growth) and PV segments.
Management confidenceHigh; maintaining 2030 group targets despite global macro uncertainties.

Growth

FY26 Consolidated Revenue grew 15% YoY to INR 4,667cr; PBT grew 8% YoY to INR 350cr.

Outlook

Planned capex of INR 160-190cr for FY27. Jinhap production to start in Q3/Q4. Targeting 10% margins.

Risks

Ongoing West Asia conflict impacting crude prices, commodity inflation (aluminum/steel), and supply chain constraints.

Source

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

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Gabriel India Ltd: key numbers

Share price
₹1,386.70
Market cap
₹24,576 Cr
Revenue (annual)
₹4,667 Cr
Net profit (annual)
₹252.3 Cr
P/E (TTM)
82.6×Sector 33.6×
Promoter holding
66.29%+11.26% QoQ
FII holding
6.00%Current quarter

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

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16:33 IST BSE
Other Announcement

Gabriel India Other Announcement

Gabriel India Limited filed its periodic shareholding pattern for the quarter ended September 2026, disclosing the promoter and public shareholder distribution.

15:24 IST BSE
Price Movement Clarification

Gabriel India Price Movement Clarification

Gabriel India clarified it has no reason for its recent significant price movement on BSE's query. No undisclosed price-sensitive information exists.

10:23 IST BSE
Capital Structure Change

Gabriel India Capital Structure Change

Gabriel India allotted 1,44,04,204 fresh equity shares to promoter group entity Asia Investments on a preferential basis. The promoter group stake rose from 42.67% to 46.98%.

22:10 IST NSE
Capital Structure Change

Gabriel India Capital Structure Change

Gabriel India allotted 1,44,04,204 equity shares to its promoter, Asia Investments Private Limited, on a preferential basis. This allotment represents consideration for acquiring shares of HL Mando ANAND India Private Limited.

Value
₹1,881 Cr
16:46 IST BSE
Debt & Borrowing

Gabriel India Debt & Borrowing

Gabriel India Limited has completed the allotment of non-convertible debt securities. This issuance is a debt-related capital activity and does not impact the company's equity share capital.

14:52 IST BSE
Other Announcement

Gabriel India Other Announcement

Gabriel India cancelled its previously scheduled analyst/institutional investor meeting of 15 September 2026 due to exigencies. No financial impact is indicated.