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Earnings Call Transcript

Gabriel India Earnings Call Transcript: Key Takeaways

Gabriel India transitions into a multi-product platform via strategic acquisitions in Braking, Steering, and ADAS, prioritizing inorganic growth over margin consistency.

Guidance and delivery
Management target Revenue FY30
Highlights
Revenue growth15.5% consolidated YoY growth driven by business restructuring and after-market sales.
MarginsEBITDA margins dipped to 8.4-8.7% due to commodity pressures and lags.
Order bookStrong pipeline for ADAS and braking systems with major Indian OEMs.
Demand visibilityPositive trends in SUV and LCV segments; two-wheeler production up 23%.
Management confidenceAggressive and optimistic, leaning heavily on inorganic expansion and Korean partnerships.

Growth

Revenue grew 19% on standalone and 15.5% on consolidated basis, driven by after-market and new segment inclusions.

Outlook

Aspirational target of 50,000 Crore revenue by 2030, involving significant debt-funded acquisitions.

Risks

Near-term EBITDA margin compression due to commodity inflation and delayed cost recoveries from OEMs.

Source

Earnings Call Transcript 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.

More from Gabriel India Ltd

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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.