Gulf Oil Lubricants India Ltd (BOM:538567)

Q4 2026 Gulf Oil Lubricants India Ltd Earnings Call Transcript

May 28, 2026 / 07:00 AM GMT

Transcript

Key Points

Positve

Gulf Oil Lubricants India Ltd (BOM:538567) achieved record quarterly highs in volumes, revenues, and EBITDA, with a 14% growth in lubricant volumes.
The company outperformed the industry by 3x, with broad-based growth across key segments such as passenger car motor oils, commercial vehicles, and agriculture.
The OEM franchisee workshops segment recorded strong double-digit growth, reinforcing Gulf Oil's leadership position with over 40 OEM partnerships.
The mobility EV segment crossed a landmark of 100 crores, showing significant traction in both fast and slow charging solutions.
The company declared its highest-ever dividend of 51 rupees for the full year, reflecting strong profit delivery and cash generation.

Negative

The company faced challenges due to geopolitical headwinds, including the Middle East crisis and rupee depreciation, impacting input costs.
There is a concern about potential supply chain disruptions if the Middle East crisis continues, which could affect base oil availability.
Despite strong growth, the company operates with lower operating margins compared to competitors like Castrol, indicating room for improvement.
The volatility in crude oil prices has necessitated multiple price increases, which could impact customer demand and margin management.
The data center cooling solutions segment is still in the early stages, with low volume expectations and uncertain revenue contributions in the near term.

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

GOLU.NS - Gulf Oil Lubricants India Ltd
Q4 2026 Gulf Oil Lubricants India Ltd Earnings Call
May 28, 2026 / 07:00AM 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 Gulf Oil Q4 FY26 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 this call, please signal an operator by pressing star then zero on a touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Prabul Sen.

Thank you and over to you sir.

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Unidentified_2 [2]
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Thank

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