Gulf Oil Lubricants India Ltd
Please find enclosed herewith Press Release on Audited Financial Results (Standalone and Consolidated) for the quarter and financial year ended March 31, 2026.
RESULTS
▲ Positive Development
MEDIUM RISK
📅 Filed on BSE: 27 May 2026, 08:43 PM IST · BSE ID: cd0d165b-0f65-474c-b910-6ae7b4922dfb
View Original BSE Filing (PDF)
💡
In Simple Terms
The company announced its latest financial results, showing higher sales and profits for the quarter and full year, and also declared a dividend.
🤖 AI Summary
- Gulf Oil Lubricants India Ltd reported Q4 FY26 standalone revenue of Rs. 1,040.24 Crores, up 13.68% YoY.
- FY26 consolidated revenue reached Rs. 4,056.04 Crores, crossing Rs. 4,000 Crores, with 11.70% YoY growth.
- The Board declared a final dividend of Rs. 30.00 per equity share for FY26.
- Total dividend for FY26 is Rs. 51.00 per equity share, including an interim dividend of Rs. 21 per share.
- Standalone EBITDA for Q4 FY26 was Rs. 135.08 Crores, showing an 8.52% year-on-year increase.
🔢 Key Numbers — exact figures from BSE filing, not rounded
Q4 FY26 Standalone Revenue from Operations
Rs. 1,040.24 Crores
13.68%
FY26 Standalone Revenue from Operations
Rs. 3,991.31 Crores
12.29%
Q4 FY26 Consolidated Revenue from Operations
Rs. 1,055.26 Crores
10.76%
FY26 Consolidated Revenue from Operations
Rs. 4,056.04 Crores
11.70%
FY26 Consolidated EBITDA
Rs. 513.89 Crores
8.77%
Final Dividend per equity share for FY26
Rs. 30.00 per equity share
Total Dividend per equity share for FY26
Rs. 51.00 per equity share
🏢 How This Affects the Company
The company reported all-time high quarterly volumes, revenue, and EBITDA, driven by 14% lubricants volume growth in Q4 FY26, outperforming industry growth by over 3x. Consolidated revenue for FY26 crossed Rs. 4,000 Crores, indicating sustained business momentum across B2C, OEM, and B2B segments.
FY26 consolidated EBITDA crossed Rs. 500 Crores, reaching Rs. 513.89 Crores. Profit Before Tax (PBT) for FY26 was impacted by Rs. 22.78 Crores (consolidated) due to new labor codes and FY25 PBT included a one-time gain of Rs. 11.97 Crores from land sale, affecting year-on-year comparisons for profitability metrics.
The company maintained disciplined cost management and pricing actions despite elevated crude oil prices and rupee weakness in Q4 FY26, supporting operational agility. The EV subsidiary, Tirex, crossed Rs. 100 Crores in revenue for FY26, strengthening the company's future-ready mobility ecosystem.
The company highlights continued volatility in crude oil prices and adverse currency movements as external headwinds expected to keep input cost pressures elevated. Management indicates a focus on timely pricing actions and cost optimization to mitigate these risks.
👥 What This Means For Shareholders
✅
Action Required
Shareholders are not required to take any immediate action based on this financial results filing.
👤
Who Is Affected
Shareholders holding equity shares before the record date will be eligible for the final dividend of Rs. 30.00 per equity share, which totals Rs. 51.00 per share for FY26.
🔍
Management Signal
The declaration of a final dividend of Rs. 30.00 per equity share signals management's confidence in the company's financial performance and commitment to shareholder returns.
For information only. Not investment advice. ForgeUp is not SEBI-registered.
👁 Watch List — track these upcoming events
Upcoming dividend record date — confirm eligibility for Rs. 30.00 per share.
Q1 FY27 results — monitor impact of input costs on EBITDA margins.
Further updates on EV subsidiary Tirex's growth and customer additions.
MEDIUM RISK
EBITDA margin compression and decline in PAT, alongside stated exposure to crude oil price volatility and currency movements.
💡 Investor Takeaway
Gulf Oil Lubricants India Ltd reported FY26 consolidated revenue of Rs. 4,056.04 Crores, an 11.70% YoY increase, with consolidated EBITDA of Rs. 513.89 Crores, up 8.77%. The company announced a final dividend of Rs. 30.00 per equity share, bringing the total FY26 dividend to Rs. 51.00 per share.
⚖️ Strengths & Concerns
✅ Positives
- Q4 FY26 standalone revenue from operations reached an all-time high of Rs. 1,040.24 Crores, marking a 13.68% year-on-year growth.
- FY26 consolidated revenue crossed Rs. 4,000 Crores, reaching Rs. 4,056.04 Crores, with consolidated EBITDA crossing Rs. 500 Crores to Rs. 513.89 Crores.
⚠️ Concerns
- Q4 FY26 standalone EBITDA Margin decreased to 12.99% from 13.60% in Q4 FY25, a reduction of 61 basis points.
- FY26 consolidated Profit After Tax (PAT) decreased by 3.51% year-on-year to Rs. 344.85 Crores, compared to Rs. 357.39 Crores in FY25.
❓ Frequently Asked Questions
What was Gulf Oil Lubricants India Ltd's consolidated revenue 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 final dividend declared by Gulf Oil Lubricants India Ltd for FY26?
The Board declared a final dividend of Rs. 30.00 per equity share for FY26, bringing the total dividend for FY26 to Rs. 51.00 per equity share.
What was the standalone revenue for Gulf Oil Lubricants India Ltd in Q4 FY26?
The standalone revenue from operations for Gulf Oil Lubricants India Ltd in Q4 FY26 was Rs. 1,040.24 Crores.
How did new labor codes impact Gulf Oil Lubricants India Ltd's PBT in FY26?
Profit Before Tax (PBT) for FY26 was impacted by incremental estimated obligations of Rs. 22.64 Crores for Standalone and Rs. 22.78 Crores for Consolidated Financials due to new labor codes.
What was the year-on-year growth in consolidated EBITDA for Gulf Oil Lubricants India Ltd in FY26?
Consolidated EBITDA for Gulf Oil Lubricants India Ltd grew by 8.77% year-on-year in FY26, reaching Rs. 513.89 Crores.
Questions based on this BSE filing only. For information purposes.