Gabriel India Limited has informed the Exchange about Investor Presentation
GABRIEL · price
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Gabriel India shared its Q1FY26 investor presentation showing standalone revenue of Rs. 9,846 Mn, up 13.9% year-on-year, with EBITDA of Rs. 906 Mn (margin 9.2% vs 9.0% last year). Profit before tax was Rs. 737 Mn. The company ended the quarter with a net cash position of Rs. 3,057 Mn and incurred capex of Rs. 746 Mn, mostly for the new Chakan 2 plant. Key strategic updates include completing the Marelli asset purchase on April 1, 2025, a new JV with South Korea's JINHAP for fasteners (51% stake, Rs. 268 Mn investment), and the demerger of Anchemco's businesses into Gabriel expected to add Rs. 7 per share (~41%) to FY25 EPS. The company also disclosed new orders and LOIs from TVS, MSIL, Ashok Leyland, and M&M, and entry into solar dampers with a USD 326 Mn addressable market.
The presentation highlights healthy top-line growth, steady margins, and a strong net cash balance sheet, signaling financial stability. The Marelli acquisition, JINHAP JV, and Anchemco demerger point to meaningful EPS accretion and product diversification, which are positive for long-term shareholders. Short-term margin pressure from Chakan 2 ramp-up costs may keep profitability rangebound.