ALFA Finder| 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
- ₹1,097.30
- 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
All →Gulf Oil Lubricants India Business Update
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Gulf Oil Lubricants India Price Movement Clarification
Gulf Oil Lubricants clarified a news item about Gulf Oil International's global expansion plans, stating no negotiations were entered into. The price movement is described as market-driven with no undisclosed event.
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
Gulf Oil Lubricants India Results Update
Gulf Oil Lubricants reported Q2 FY27 revenue up 44% to Rs 1,379 crore; PAT up 34%. H1 EBITDA rose 36% on volume-led growth.
Gulf Oil Lubricants India Q2 FY27 Results: Net Profit ₹114.5 Cr, Up 36.3% YoY
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
Gulf Oil Lubricants reported a fire at its Gujarat warehouse on October 27, 2026. No injuries were reported, and the stock is insured while damage is assessed.