Investor Presentation for Q4 and FY 2025-26
GABRIEL · price
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Gabriel India reported strong FY26 standalone revenue of Rs. 42,330 Mn, up 16.2% YoY, with EBITDA of Rs. 3,827 Mn (9.0% margin) and PAT of Rs. 2,432 Mn, up 14.8% YoY. Q4 standalone revenue was Rs. 11,108 Mn (+19.3% YoY). The company generated robust operating cash flow of Rs. 2,674 Mn and maintained a net cash position of Rs. 2,974 Mn. Key segment growth was impressive: 2W/3W sales grew 32%, CV sales surged 34.8%, and PV sales rose 16.7% YoY. The NCLT has sanctioned the composite scheme consolidating AIPL's automotive businesses into Gabriel India effective May 22, 2026. New JVs with Jinhap (fasteners, 51% stake) and SK Enmove (lubricants, 49% stake) were also announced, expanding the company's product portfolio beyond suspension.
The strong revenue growth across all segments combined with the approved business restructuring positions Gabriel India for expanded scale without additional debt. The new JVs in fasteners and lubricants diversify revenue streams beyond core suspension, potentially reducing concentration risk and opening new customer acquisition avenues.