Gandhar Oil Refinery (India) Limited has informed the Exchange about Investor Presentation
GANDHAR · price
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Awaiting price reaction for this filing.
Gandhar Oil Refinery filed its Q1 FY26 investor presentation sharing standalone and consolidated results. Q1 FY26 revenue came in at ₹9,030 mn, down about 9% from ₹9,948 mn in Q1 FY25. EBITDA fell to ₹460 mn from ₹603 mn, and profit after tax declined to ₹261 mn (EPS ₹2.7) from ₹326 mn (EPS ₹3.4) a year ago. However, manufacturing gross margin spread per kL improved to 8,299 in Q1 FY26 versus 7,618 in Q1 FY25, suggesting better unit-level realisation despite lower volumes. The company highlighted its position as India's largest white oil player (26.5% market share) and outlined growth strategies focused on consumer and healthcare end-industries, deeper overseas penetration across 100+ countries, and potential entry into new geographies like Indonesia, Europe, and the US. The presentation was voluntarily disclosed with no investor meeting or analyst call held.
Q1 FY26 numbers show a broad YoY decline in revenue and profitability, which may weigh on near-term sentiment. Offsetting this, the improved margin spread per kL and clear strategy to shift towards higher-margin consumer and healthcare segments could support a gradual recovery. With no analyst call accompanying the filing, investors are left to interpret results and guidance from the slides alone.