Gulf Oil Lubricants India Ltd
We enclose herewith the Investor Presentation on the Audited Financial Results (Standalone and Consolidated) for the quarter and financial year ended March 31, 2026.
RESULTS
▲ Positive Development
LOW RISK
📅 Filed on BSE: 08 Jun 2026, 12:17 PM IST · BSE ID: b72968ee-d5cf-47eb-be9c-8fbaffb32550
View Original BSE Filing (PDF)
💡
In Simple Terms
The company released its full-year financial results, showing higher sales but slightly lower profits, and announced a final dividend.
🤖 AI Summary
- Consolidated revenue from operations for FY26 reached Rs. 4,056.04 Crores, an 11.70% YoY growth.
- Q4 FY26 standalone revenue from operations increased by 13.68% YoY to Rs. 1,040.24 Crores.
- FY26 consolidated Profit After Tax (PAT) was Rs. 344.85 Crores, a decline of 3.51% YoY.
- The Board declared a final dividend of Rs. 30 per equity share, totaling Rs. 51 per share for FY26.
- EBITDA margin for FY26 consolidated operations was 12.67%, a 34 BPS decline YoY.
🔢 Key Numbers — exact figures from BSE filing, not rounded
Consolidated Revenue from Operations (FY26)
Rs. 4,056.04 Crores
11.70%
Standalone Revenue from Operations (Q4 FY26)
Rs. 1,040.24 Crores
13.68%
Consolidated EBITDA (FY26)
Rs. 513.89 Crores
8.77%
Consolidated PAT (FY26)
Rs. 344.85 Crores
-3.51%
Final Dividend per equity share (FY26)
Rs. 30.00
Total Dividend per equity share (FY26)
Rs. 51.00
Consolidated EBITDA Margin (%) (FY26)
12.67%
-34 BPS
🏢 How This Affects the Company
The company achieved double-digit growth in lubricant volumes and revenue across B2C, B2B Industrial & Infra, and OEM segments, reinforcing its market position. The e-mobility subsidiary Tirex crossed Rs. 100 Crores in revenue.
Consolidated revenue grew by 11.70% YoY to Rs. 4,056.04 Crores, while consolidated PAT decreased by 3.51% YoY to Rs. 344.85 Crores, partly due to new labor codes and a one-time gain in the prior year.
Performance was supported by higher volumes and disciplined cost management despite global volatility and elevated crude prices. The company's Unlock 2.0 Strategy and manufacturing facilities expansion plan are underway.
Profit Before Tax (PBT) for FY26 was impacted by incremental estimated obligations of Rs. 22.78 Crores for Consolidated Financials due to new Labour codes, representing a new operational cost factor.
👥 What This Means For Shareholders
✅
Action Required
Shareholders are not required to take any immediate action based on this investor presentation filing.
👤
Who Is Affected
All shareholders on record for the declared dividend will receive Rs. 30 per equity share as a final dividend, in addition to the Rs. 21 per share interim dividend paid earlier for FY26.
🔍
Management Signal
The management's declaration of a total dividend of Rs. 51 per equity share for FY26 indicates a commitment to shareholder returns despite a slight decline in annual PAT.
For information only. Not investment advice. ForgeUp is not SEBI-registered.
👁 Watch List — track these upcoming events
Record date for the final dividend of Rs. 30 per equity share
Updates on the Unlock 2.0 Strategy and manufacturing expansion plans
Next quarterly results for Q1 FY27 to assess continued business momentum
LOW RISK
No new significant risks were disclosed in this investor presentation beyond previously known market dynamics.
💡 Investor Takeaway
Gulf Oil Lubricants India Ltd. reported FY26 consolidated revenue from operations of Rs. 4,056.04 Crores, an 11.70% YoY increase. Consolidated PAT for FY26 was Rs. 344.85 Crores, a 3.51% YoY decrease. The company declared a final dividend of Rs. 30 per equity share, bringing the total FY26 dividend to Rs. 51 per equity share.
⚖️ Strengths & Concerns
✅ Positives
- Consolidated revenue from operations for FY26 grew by 11.70% YoY to Rs. 4,056.04 Crores, crossing the Rs. 4,000 Crores milestone.
- Q4 FY26 standalone revenue from operations showed strong growth of 13.68% YoY, reaching Rs. 1,040.24 Crores.
⚠️ Concerns
- FY26 consolidated Profit After Tax (PAT) decreased by 3.51% YoY to Rs. 344.85 Crores.
- Consolidated EBITDA Margin (%) for FY26 declined by 34 BPS YoY to 12.67%, indicating some pressure on profitability.
📅 Company Track Record
In a prior filing on May 27, 2026, Gulf Oil Lubricants India Ltd. reported FY26 Consolidated Revenue of Rs. 4,056.04 Crores and declared a Rs. 30.00 final dividend. This investor presentation provides additional details and context for these previously announced results.
Based on publicly available historical data. For context only.
❓ Frequently Asked Questions
What was Gulf Oil Lubricants India Ltd.'s consolidated revenue from operations for FY26?
Gulf Oil Lubricants India Ltd. reported consolidated revenue from operations of Rs. 4,056.04 Crores for the financial year ended March 31, 2026.
What was the consolidated Profit After Tax (PAT) for Gulf Oil Lubricants India Ltd. in FY26?
The consolidated Profit After Tax (PAT) for Gulf Oil Lubricants India Ltd. in FY26 was Rs. 344.85 Crores, a decrease of 3.51% compared to FY25.
What total dividend per equity share did Gulf Oil Lubricants India Ltd. declare for FY26?
Gulf Oil Lubricants India Ltd. declared a total dividend of Rs. 51 per equity share for FY26, comprising a final dividend of Rs. 30 and an interim dividend of Rs. 21.
What was the standalone revenue growth for Gulf Oil Lubricants India Ltd. in Q4 FY26?
Standalone revenue from operations for Gulf Oil Lubricants India Ltd. in Q4 FY26 grew by 13.68% YoY, reaching Rs. 1,040.24 Crores.
How did the new Labour codes impact Gulf Oil Lubricants India Ltd.'s PBT in FY26?
Consolidated Profit Before Tax (PBT) for FY26 was impacted by incremental estimated obligations of Rs. 22.78 Crores due to the new Labour codes notified effective November 21, 2025.
Questions based on this BSE filing only. For information purposes.