Q4 2026 Gabriel India Ltd Earnings Call Transcript
Key Points
- Gabriel India Ltd (BOM:505714) reported a 19% year-on-year growth in standalone operating revenue for Q4 FY26, reaching INR1,111 crore.
- The company's consolidated operating revenue grew by 13% year-on-year in Q4 FY26, reaching INR1,210 crore.
- Gabriel India Ltd's Board of Directors recommended a final dividend of INR3.1 per equity share, bringing the total dividend for FY26 to INR5 per share.
- The company has received key shareholder and NCLT approvals for its restructuring plan, which includes the amalgamation and demerger of certain entities.
- Gabriel India Ltd is making progress on new business opportunities, including joint ventures in solar dampers and lubricants, and has secured new orders from OEMs like Mahindra and Mobis.
- The ongoing West Asia conflict and fluctuations in crude oil prices pose risks to consumer sentiment and affordability.
- Commodity price increases have impacted margins, with the company noting challenges in recovering these costs from customers.
- The sunroof business experienced a decline in revenue due to ramp-up issues and market conditions, despite improved EBITDA margins.
- The company faces challenges in the supply chain, particularly with aluminum and gas shortages affecting production priorities.
- Gabriel India Ltd's gross margin was lower by 90 basis points quarter-on-quarter, primarily due to higher input costs and supply chain constraints.
Ladies and gentlemen, good day, and welcome to the Gabriel India Limited Q4 FY26 earnings conference call.
This call may contain forward-looking statements about the company that are based on the beliefs, opinions and expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties are difficult to predict.
(Operator Instructions). Please note this conference call is being recorded.
I now hand over the call to Mr. Atul Jaggi, Managing Director from Gabriel India Limited. Thank you, and over to you, sir.
Thank you. Good afternoon, and a very warm welcome to everyone on the call. I hope everybody is doing well. So joining me today, we have Mr. Mahendra Goyal, our Group CEO; Mr. Mohit Srivastava, our CFO; Mr. Nilesh Jain, our Company Secretary; and SGA, our Investor Relations Advisor. We have uploaded our results and presentation for the quarter ended March 31, 2026, on the stock exchanges and
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