Q4 2026 Gandhar Oil Refinery India Ltd Earnings Call Transcript
Key Points
- Gandhar Oil Refinery (India) Ltd (NSE:GANDHAR) reported a consolidated revenue growth of 14% year-on-year for Q4 FY26, reaching INR1,093 crore.
- The company's international business contributed approximately 42.8% of consolidated revenues, showcasing strong export network and diversified customer base.
- Cash flow from operations significantly improved to INR127.77 crore as of March 31, 2026, compared to INR14.71 crore in the previous year.
- The company has maintained a strong focus on high-quality, application-driven specialty products, aligning with global demand trends.
- Gandhar Oil Refinery (India) Ltd (NSE:GANDHAR) has achieved a 93% capacity utilization across its plants, indicating strong operational execution.
- Geopolitical tensions, particularly in the Middle East, have caused disruptions in the supply chain and increased shipping and insurance costs.
- The company's EBITDA margin, while improved, remains below the FY23 peak of 7.8%, indicating room for further margin enhancement.
- The Texol plant in the UAE faced operational challenges due to port closures, impacting revenue in March.
- The company is operating at full capacity in India, necessitating future capital expenditure for expansion.
- Volatility in base oil pricing and logistical challenges continue to pose risks to the company's cost structure and profitability.
Good day, and welcome to the Gandhar Oil Refinery India Limited Q4 FY26 earnings conference call hosted by MUFG Intime.
(Operator Instructions)
Please note that this conference is being recorded. I will now hand the conference over to Ms. Nidhi Vijaywargia from MUFG Intime for opening remarks. Thank you, and over to you.
Thank you. Good morning, everyone. I welcome you all to the Q4 and FY26 earnings conference call of Gandhar Oil Refinery India Limited. To discuss this quarter's business and financial performance, we have from the management, Mr. Aslesh Parekh, Joint Managing Director; and Mr. Indrajit Bhattacharyya, CFO.
Before we proceed with the call, I would like to mention that some of the statements made in today's call may be forward-looking in nature and may involve risks and uncertainties.
For some more details, kindly refer to the investor presentation and other filings that can be found on the company's website and on the stock exchange. Without
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