Castrol India Limited has informed the Exchange about Transcript
CASTROLIND · price
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Awaiting price reaction for this filing.
Castrol India reported Q2 2025 revenue of INR 1,497 crores (up 7% YoY), EBITDA of INR 349 crores (up 8%), and PAT of INR 244 crores (up 5%); H1 revenue stood at INR 2,919 crores with PAT of INR 477 crores. Overall volume grew 8% YoY to 66 million liters, well ahead of the industry's 3.5-4.5% growth, with the industrial segment up 13% (9th straight quarter of growth) and rural markets up 12%. The Board declared an interim dividend of INR 3.50 per share, and new CFO Mrinalini Srinivasan (ex-P&G) was introduced. Management reiterated an EBITDA margin guidance range of 21-24%, saying they are currently at the upper end despite industrial's lower-margin profile. Management also addressed BP's global plan to carve out Castrol, data center coolant opportunities with hyperscalers, ethanol-blend ready products, and a INR 46 crore ad spend in Q2.
Strong volume and earnings growth, plus a healthy interim dividend, are positives for shareholders and likely supportive of the stock. The commentary on BP's potential carve-out of Castrol globally introduces some longer-term strategic uncertainty for the parent-company relationship, though India is a key profit contributor (>10% of global volumes) and is seen as a growth asset.