Gandhar Oil Refinery (India) Earnings Call Transcript: Key Takeaways
Gandhar achieved record quarterly revenue but margins and volumes face pressure from geopolitical disruptions and logistics costs.
- Call
- Guides 11% growth
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Gandhar achieved record quarterly revenue but margins and volumes face pressure from geopolitical disruptions and logistics costs.
Record Q2 FY27 revenue ₹1,847 Cr (+73% YoY), EBITDA ₹288 Cr (15.6% margin), PAT ₹186 Cr. H1 revenue ₹3,579 Cr, PAT ₹392 Cr. Consolidated, unaudited.
Gandhar Oil reported record profitability in Q1 FY27, driven by strategic inventory sourcing and exceptionally high spreads despite geopolitical disruptions.
Gandhar Oil reported a record-breaking Q1 FY27 with 92% YoY revenue growth and 688% PAT growth. Performance was driven by exceptional inventory management and higher price realizations amid geopolitical disruptions.
Gandhar Oil reported its strongest ever quarter in Q1FY27, with net profit crossing ₹200Cr. Performance was driven by robust revenue growth (+92% YoY) and significant gross margin spread expansion (+3.4x YoY).
Gandhar Oil reported Q4 FY26 revenue of ₹1,093cr (up 14% YoY) and FY26 PAT of ₹137cr, driven by PHPO resilience and improved cash flows despite Middle East geopolitical supply chain disruptions.
Gandhar Oil reported FY26 revenue of ₹4,241.2 Cr with PAT at ₹137.2 Cr. PHPO remains the dominant segment (48% of revenue) catering to consumer and healthcare industries.