We enclose herewith the Transcript of the Earning Conference Call held on Thursday, August 14, 2025 with Analysts/Institutional Investors on the Unaudited Financial Results (Standalone and Consolidated) of the Company for the quarter ended June 30, 2025.
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Gulf Oil Lubricants India reported its highest-ever quarterly volume, revenue, and EBITDA in Q1FY26 (Apr-Jun 2025), with consolidated quarterly revenue crossing Rs. 1,000 crore for the first time. Core lubricant volume grew 11% YoY to 41,000 KL (3x the industry's 3-3.5% growth), while AdBlue volume stood at 38,000 KL. Gross margin improved by about 140 basis points YoY, and EBITDA came in at 12.7%, well within the company's guided band of 12-14%. The company remains net debt-free with a cash balance above Rs. 1,000 crore and has declared a final dividend of Rs. 28 per share. The board approved a capacity expansion from 140 million to 240 million units across Chennai and Silvassa plants (Rs. 55 crore outlay), targeted for completion by March 2027. The EV charger subsidiary Tirex posted 163% YoY revenue growth to about Rs. 24 crore, and management is targeting Tirex to become a Rs. 400-500 crore business in 4-5 years.
Record quarterly performance, healthy margin maintenance within the guided band, and strong cash generation (Rs. 1,000+ crore) with continued dividend payout should reassure investors about business momentum. The capacity expansion and growth in newer segments (EV, AdBlue, Nayara tie-up) position the company for sustained double-digit volume growth going forward.