| Revenue growth | FY26 revenue crossed ₹4,000cr, Q4 revenue grew 14% YoY. |
|---|---|
| Margins | Targeting 12-14% EBITDA; fighting RM inflation through successive price hikes. |
| Demand visibility | Strong across automotive, OEM, and industrial segments with robust agricultural demand. |
| Management confidence | Confident and agile, focusing on segment-wise outperformance and margin protection. |
Growth
14% volume growth in Q4 and 10.5% for FY26; 2-3x industry average across segments.
Outlook
Chennai expansion online Q3 FY27, Silvassa Q4 FY27; guiding 12-14% EBITDA margin band.
Risks
Crude price spikes over $100 and rupee depreciation are compressing margins, requiring frequent price pass-throughs.
Earnings Call filed with BSE, NSE: GULFOILLUB. Summary written with AI assistance from the document.
Gulf Oil Lubricants India Ltd: key numbers
- Share price
- ₹1,097.30
- Market cap
- ₹5,438 Cr
- Revenue (annual)
- ₹4,056 Cr
- Net profit (annual)
- ₹347.6 Cr
- P/E (TTM)
- 13.4×Sector 17.5×
- Promoter holding
- 66.80%-0.05% QoQ
- FII holding
- 8.63%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Gulf Oil Lubricants India Ltd
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Gulf Oil Lubricants India Earnings Call Transcript: Key Takeaways
Gulf Oil delivered strong 16% volume growth, significantly outperforming the industry despite seasonal monsoon headwinds and inflationary input costs.
- Call
- Guides 10% growth
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Gulf Oil Lubricants India Ltd reported revenue from operations of ₹1,409 Cr (+45.7% YoY) and net profit of ₹114.5 Cr (+36.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹114.5 Cr · +36.3% YoY
Gulf Oil Lubricants India Adverse Business Impact
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