We enclose herewith the Investor Presentation for the quarter ended June 30, 2026 providing highlights on financial results for the quarter ended June 30, 2026 and business/industry overview.
GULFOILLUB · price
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Gulf Oil Lubricants reported record Q1 FY27 results with revenue of ₹1,320 crore, up 33% year-on-year, driven by 17% core lubricants volume growth. EBITDA grew 35% YoY to ₹170 crore with margin steady at 12.9% (up 20 bps), and PAT rose 32% to ₹128 crore, reflecting strong execution despite West Asia supply disruptions. The company is investing ₹55 crore in capacity expansion that will raise total installed capacity by 70% (from 140 million litres to 240 million litres) by Q4 FY27. Management also outlined a target of ₹300–400 crore revenue from its EV charging subsidiary Tirex Transmission over the next 3–4 years, with new capacity coming online in Q3 FY27. Dividend payout ratio stood at 72% for FY26, backed by ₹365 crore in operating cash flow.
Record quarterly performance with broad-based growth across B2C, OEM, and B2B segments signals strong operational momentum; capacity expansion and EV roadmap provide visible medium-term growth levers, while consistent payouts support shareholder returns.