GULFOILLUBNSEGulf Oil Lubricants India LimitedHighNeutral
Announced Wed, 27 May · 20:37 IST

Please find enclosed herewith a press release on Audited Financial Results (Standalone and Consolidated) for the quarter and financial year ended March 31, 2026

Revenue Growth 20pctPat NegativeEbitda Margin CompressionResults View source PDF

GULFOILLUB · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
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₹936.00
prior close
₹930.10
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AI summary

Gulf Oil Lubricants reported record Q4 FY26 with standalone revenue of Rs. 1,040 Crores, up 13.7% YoY, driven by 14% volume growth that outpaced industry by over 3x. Full-year consolidated revenue crossed Rs. 4,000 Crores milestone with 11.7% growth, while EBITDA crossed Rs. 500 Crores. However, EBITDA margins compressed by 44-61 basis points year-on-year due to elevated crude oil prices and rupee weakness in the latter part of the year. PAT declined 3-4% YoY after accounting for Rs. 22.64 Crores in new labour code provisions and the absence of Rs. 11.97 Crores one-time land sale gain from FY25. Excluding these one-time items, PBT grew 4% in FY26. The company declared a total dividend of Rs. 51 per share for FY26.

Likely market impact

Strong topline and volume momentum offset by margin compression and PAT decline. Rising input costs remain a concern, though the company maintains pricing discipline and cost optimization. Dividend declaration provides shareholder returns despite profitability pressures.