ALFA Finder| Revenue growth | 33% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margin resilient at 12.9%, up 20 BPS YoY. |
| Demand visibility | Strong across B2C, OEM franchise workshops, and B2B industrial segments. |
| Management confidence | High; aiming to continue outperforming industry growth by 2-3x. |
Growth
Revenue grew 33% YoY to ₹1,320 Cr; EBITDA rose 35% to ₹170 Cr; PAT increased 32% to ₹128 Cr.
Outlook
Planned ₹55 Cr capex to increase lubricant capacity by 70% by Q4 FY27; targeting ₹300-400 Cr Tirex revenue.
Risks
Management noted the West Asia supply crisis and input cost inflation as key margin challenges.
Last quarter's promises, checked
Delivered
- Guided 2-3x industry growth → delivered 17% volume growth (= BEAT)
- Guided 12-14% EBITDA margin → delivered 12.9% (= BEAT)
- Guided Chennai capacity Q3 FY27 → on track (= BEAT)
Partly delivered
- Guided Tirex INR 100 Cr+ revenue → delivered INR 100 Cr landmark (= PARTIAL)
Investor Presentation 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
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.