Gandhar Oil Refinery (India) Limited has informed the Exchange regarding a press release dated August 08, 2025, titled "Press Release on Un-audited Financial Results for the quarter ended on June 30, 2025.".
GANDHAR · price
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Awaiting price reaction for this filing.
Gandhar Oil Refinery announced its Q1 FY26 (quarter ended June 30, 2025) results. Consolidated revenue stood at ₹9,030 million, down from ₹9,617 million in Q4 FY25 and ₹9,948 million in Q1 FY25. However, profitability improved sharply: EBITDA rose 37% quarter-on-quarter to ₹460 million (from ₹336 million), and Profit After Tax surged 112% QoQ to ₹261 million (from ₹123 million). EPS for the quarter was ₹2.7 versus ₹1.2 in Q4 FY25. The PHPO segment led revenue mix at 46.45%, followed by Lubricants (29.31%), Channel Partners (14.31%), and PIO (9.93%). Manufacturing volumes were stable at 1,21,733 KL with a gross margin spread of ₹8,274 per KL. Management cited headwinds from Red Sea disruption and INR depreciation, but highlighted a strategic shift to higher-margin PHPO products including emollients and ester-based FMCG solutions, alongside expansion to 24 states and 69 new distributors.
Margin-led earnings beat on a sequential basis — PAT more than doubled QoQ and EBITDA grew 37%, which is positive for sentiment, though the year-on-year revenue decline (~9%) and lower PAT (₹261 Mn vs ₹326 Mn in Q1 FY25) suggest topline pressure. Stock may react positively to the strong margin expansion and growth strategy updates, but investors should watch for topline recovery and stabilization in global supply chains.