Gulf Oil Lubricants India Ltd (BOM:538567)

Q2 2026 Gulf Oil Lubricants India Ltd Earnings Call Transcript

Nov 6, 2025 / 10:00 AM GMT

Release Date Price: ₹1243.45 (-1.73%)

Transcript

Key Points

Positve

Gulf Oil Lubricants India Ltd (BOM:538567) reported a 9.5% volume growth in Q2, outperforming the market growth rate of 3%.
The company achieved a double-digit growth in its B2C segment, particularly in personal mobility and rural markets.
The OEM segment recorded its highest-ever quarterly volume, despite the monsoon season, indicating strong demand.
AdBlue sales grew by 24% in the quarter, contributing to the overall revenue growth.
The company's EV charger subsidiary, Tyrex, reported a 75% growth in revenue for H1, indicating strong performance in the EV segment.

Negative

The depreciation of the Indian rupee by 3.5% during the quarter negatively impacted profitability due to increased landed costs of imported products.
The company faced a mark-to-market ForEx loss of ₹6 crore, affecting the finance costs for the quarter.
Cash flow generation from operations was lower compared to the previous year, attributed to elongated collection cycles during the monsoon season.
The company's EBITDA margin was impacted, remaining at the lower end of the 12-14% guidance range due to external factors like currency volatility.
Base oil prices have not decreased in line with crude oil prices, affecting cost management and margin improvement efforts.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GOLU.NS - Gulf Oil Lubricants India Ltd
Q2 2026 Gulf Oil Lubricants India Ltd Earnings Call
Nov 06, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Gulf Oil Lubricants India Limited Q2F526 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now have the conference over to Mr. Prabal Singh from ICICI Security.

Thank you. And over to you, sir.

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Unidentified_2 [2]
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