GABRIELNSEGabriel India Limited· Auto AncillariesMediumNeutral
Announced Wed, 27 May · 23:36 IST

Gabriel India Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedInvestor Communications View source PDF

GABRIEL · price

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Price reaction · full curve 14 horizons · vs prior close
-3.8%1-day move
₹1125.80
prior close
₹1129.20
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.8-1.6-2.0-1.7-3.8-4.3-6.6-10.0-11.0-6.5+7.5+13.0
Up moveDown movePending
AI summary

Gabriel India submitted its Q4 and FY26 investor presentation. Standalone FY26 revenue grew 16.2% YoY to Rs. 42,330 Mn with EBITDA margin of 9.0% and PBT margin of 7.9%. Cash flow from operations was Rs. 2,674 Mn, with net cash of Rs. 2,974 Mn. Capex of Rs. 1,893 Mn was deployed for Chakan-2 plant and Hosur-2 expansion. The presentation covers multiple strategic initiatives including: (1) the NCLT-sanctioned Composite Scheme of Arrangement effective May 22, 2026, consolidating Anchemco, Dana Anand, Henkel Anand and ACYM businesses into Gabriel, (2) a new JV with Jinhap Korea (51% GIL stake) for fasteners effective February 27, 2026, and (3) a new JV with SK Enmove (49% GIL stake) for lubricants effective February 27, 2026. Consolidated FY26 revenue was Rs. 46,669 Mn.

Likely market impact

Strong operational performance with improving margins and robust cash generation supports the stock. The operationalized composite scheme broadens Gabriel's product portfolio significantly, while two new JVs diversify into fasteners and lubricants — reducing single-product concentration risk. The market may react positively to the multi-year restructuring completion and expanded business scope.