| Revenue growth | 14% YoY for Q4; crossed ₹4,000 cr for FY26. |
|---|---|
| Margins | Targeting 12-14% EBITDA margin; focused on margin management despite volatility. |
| Demand visibility | Robust across automotive, agriculture, and B2B industrial segments. |
| Management confidence | High; outperforming industry growth by 2-3x consistently. |
Growth
Q4 lubricant volume grew 14% YoY to 45,000 KL; revenue grew ~14%; EBITDA grew 8.5% to ₹135 crores.
Outlook
Maintain EBITDA margin band of 12-14%. Chennai and Silvassa plant expansions on track for Q3/Q4 FY27 completion.
Risks
Geopolitical tensions in the Middle East affecting base oil supply/pricing and rupee depreciation causing input cost volatility.
Earnings Call filed with BSE, BSE: 538567. Summary written with AI assistance from the document.
Gulf Oil Lubricants India Ltd: key numbers
- Share price
- ₹1,106.60
- Market cap
- ₹5,484 Cr
- Revenue (annual)
- ₹4,056 Cr
- Net profit (annual)
- ₹347.6 Cr
- P/E (TTM)
- 14.6×Sector 18.7×
- Promoter holding
- 66.85%-0.16% QoQ
- FII holding
- 7.78%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 started FY27 with record revenue and profit, though margins faced pressure from unprecedented base oil cost spikes and supply chain volatility linked to West Asia. Management is pivoting toward volume-led growth and EV charging infrastructure.
Gulf Oil Lubricants India Q1 FY27 Results: Net Profit ₹120.8 Cr, Up 26.9% YoY
Gulf Oil Lubricants India Ltd reported revenue from operations of ₹1,327 Cr (+30.6% YoY) and net profit of ₹120.8 Cr (+26.9% YoY) for Q1 FY27.
- Key figure
- Net profit ₹120.8 Cr · +26.9% YoY