| EBITDA Margin: guided vs achieved | 11.80% achieved Guided 12.00%–14.00% |
|---|---|
| Management target | Revenue 10.0% FY27 |
| Revenue growth | Revenue grew 44% YoY; robust 16% core lubricant volume growth. |
|---|---|
| Margins | EBITDA margin at 11.8%, near 12-14% band despite cost pressures. |
| Demand visibility | Positive H2 outlook driven by festive season and B2B industrial recovery. |
| Management confidence | Confident, highlighting agility in pricing and 2-3x industry outperformance. |
Growth
Revenue grew 44% YoY driven by 16% volume growth and strategic price hikes to offset base oil volatility.
Outlook
Management targets 2-3x market growth, aiming for double-digit volume growth in H2 and 12-14% EBITDA margins.
Risks
Rising crude and base oil prices pose margin risks if pass-through lags; working capital remains elevated.
Earnings Call Transcript filed with NSE, NSE: GULFOILLUB. Summary written with AI assistance from the document.
Gulf Oil Lubricants India Ltd: key numbers
- Share price
- ₹1,030.00
- Market cap
- ₹5,104 Cr
- Revenue (annual)
- ₹4,056 Cr
- Net profit (annual)
- ₹347.6 Cr
- P/E (TTM)
- 12.6×Sector 17.7×
- 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 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.
Gulf Oil Lubricants India Board Meeting Date
Gulf Oil Lubricants India Ltd scheduled a board meeting for October 28, 2026, to consider and approve unaudited financial results for the second quarter.
Gulf Oil Lubricants India Other Announcement
Gulf Oil Lubricants disclosed a Crisil ESG Rating of 63 (Category: Strong). The rating was independently assigned by Crisil based on public-domain data.
Gulf Oil Lubricants India Management Change
Gulf Oil Lubricants' Company Secretary and Compliance Officer Ashish Pandey resigns effective September 16, 2026. No successor appointment is announced in the filing.