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Gulf Oil Lubricants India Limited Q2 FY26 earnings call summary

NSE: GULFOILLUB · BSE: 538567

Earnings call of 6 Nov 2025, summarised by AI from the filing.

EBITDA margin band of 12-14% reiterated for FY26, with improvement expected if rupee stabilizes and base oil softens.

Key takeaways

  1. Margin guidance EBITDA margin band of 12-14% reiterated for FY26, with improvement expected if rupee stabilizes and base oil softens.
  2. Growth driver Double-digit growth in passenger car motor oils, motorcycle oils, OEM franchisee, agriculture, and B2B segments.
  3. Risk Rupee depreciation and crude volatility could keep margins at lower end of band.

Original filing on BSE

Gulf Oil Lubricants India Limited Q1 FY27 results

As filed: Revenue ₹1,327 cr (+31% year on year), EBITDA ₹166 cr (+31% year on year), PAT ₹121 cr (+27% year on year), EBITDA margin 12.5% (−1 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹1,055 cr (+11% year on year), EBITDA ₹136 cr (+7% year on year), PAT ₹89.6 cr (−4% year on year), EBITDA margin 12.9% (−50 bps). Score 37 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 50 bps year on year. Share price after the results: +16.7% in 29 days (Nifty 500: +0.6%).
  • Q3 FY26: Revenue ₹1,018 cr (+11% year on year), EBITDA ₹133 cr (+8% year on year), PAT ₹76.1 cr (−3% year on year), EBITDA margin 13.0% (−34 bps). Score 37 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it; profit before exceptional items growth was well below it. EBITDA margin fell 34 bps year on year. Share price after the results: −12.8% in 30 days (Nifty 500: −6.9%).
  • Q2 FY26: Revenue ₹967 cr (+12% year on year), EBITDA ₹116 cr (+8% year on year), PAT ₹84.0 cr (+1% year on year), EBITDA margin 12.0% (−39 bps). Score 36 of 100, Below trend. Revenue growth was above the company's own trend; EBITDA growth was below it; profit growth was well below it. EBITDA margin fell 39 bps year on year. Revenue fell 5% from last quarter. Share price after the results: −9.0% in 30 days (Nifty 500: +0.7%).
  • Q1 FY26: Revenue ₹1,016 cr (+14% year on year), EBITDA ₹127 cr (+11% year on year), PAT ₹95.0 cr (+13% year on year), EBITDA margin 12.5% (−25 bps). Score 47 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 25 bps year on year. Revenue rose ₹122 cr on a year ago, more than the ₹82.0 cr it added the year before. Share price after the results: +10.7% in 30 days (Nifty 500: +2.2%).
  • Q4 FY25: Revenue ₹953 cr (+10% year on year), EBITDA ₹128 cr (+9% year on year), PAT ₹93.0 cr (+7% year on year), EBITDA margin 13.4% (−2 bps). Score 34 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it; profit growth was well below it. EBITDA margin was flat year on year. Profit fell 4% from last quarter. Profit rose ₹6.0 cr on a year ago, against ₹25.0 cr the year before. Share price after the results: +0.1% in 30 days (Nifty 500: +1.4%).
  • Q3 FY25: Revenue ₹920 cr (+12% year on year), EBITDA ₹123 cr (+11% year on year), PAT ₹97.0 cr (+23% year on year), EBITDA margin 13.4% (−20 bps). Score 41 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was below it; profit growth was in line with it. EBITDA margin fell 20 bps year on year. Other income 26% of PBT. Profit rose ₹18.0 cr on a year ago, more than the ₹16.0 cr it added the year before.
  • Q2 FY25: Revenue ₹864 cr (+8% year on year), EBITDA ₹107 cr (+7% year on year), PAT ₹83.0 cr (+12% year on year), EBITDA margin 12.4% (−8 bps). Score 46 of 100, In line with trend. EBITDA margin was flat year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 3% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Gulf Oil Lubricants India Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.