ALFA Finder| Revenue growth | 12.3% Standalone YoY for FY26. |
|---|---|
| Margins | EBITDA margin sustained at ~13% for Q4 and FY26. |
| Demand visibility | Strong across B2C, B2B, and OEM segments. |
| Management confidence | High; citing sustained business momentum and industry-leading performance. |
Growth
Q4 FY26 standalone revenue grew 13.7% YoY to ₹1,040 Cr. FY26 consolidated revenue grew 11.7% to ₹4,056 Cr.
Outlook
Capex of ₹55 Cr to expand capacity by 70% at Chennai/Silvassa. Targeting 2-3x industry volume growth.
Risks
Global volatility, elevated crude prices, and INR depreciation. New Labor Codes impacted FY26 PBT by ₹22.78 Cr.
Last quarter's promises, checked
Delivered
- Guided 2-3x industry volume growth → delivered 8% vs 3-4% industry (= BEAT)
- Guided 12-14% EBITDA margin → delivered 13% plus (= BEAT)
- Guided Tirex revenue growth → delivered 83% YoY for Q3 (= BEAT)
Partly delivered
- Guided 14-16% medium-term margin → delivered 13% range (= PARTIAL)
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
All →Gulf Oil Lubricants India Business Update
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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 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.