GULFOILLUBNSENovember 17, 2025

Gulf Oil Lubricants India Limited

3,708words
2turns
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Key numbers — 40 extracted
3x
LOCK 2.0 as our Broader theme and SPARK as the Internal Execution theme Continues to outperform 2-3x industry volume growth rate in core lubricants Strong double-digit topline growth in Q2 and H1;
11%
owth rate in core lubricants Strong double-digit topline growth in Q2 and H1; Q2 EBITDA grows at 11% EV Charger subsidiary, Tirex revenue grows at 75% in H1 Board approves increase in stake by 14
75%
line growth in Q2 and H1; Q2 EBITDA grows at 11% EV Charger subsidiary, Tirex revenue grows at 75% in H1 Board approves increase in stake by 14% to 65% in Tirex 3 Quarterly Financial Snapshot –
14%
1% EV Charger subsidiary, Tirex revenue grows at 75% in H1 Board approves increase in stake by 14% to 65% in Tirex 3 Quarterly Financial Snapshot – Q2 & H1 FY26 Standalone Consolidated Q2 FY’2
65%
Charger subsidiary, Tirex revenue grows at 75% in H1 Board approves increase in stake by 14% to 65% in Tirex 3 Quarterly Financial Snapshot – Q2 & H1 FY26 Standalone Consolidated Q2 FY’26 Q2 FY’
12.65%
Y H1 FY’26 H1 FY’25 Y-o-Y Q2 FY’26 Q2 FY’25 Y-o-Y H1 FY’26 H1 FY’25 Y-o-Y 956.78 849.33 12.65% 1,953.14 1,734.40 12.61% 966.77 863.98 11.90% 1983.23 1758.02 12.81% Revenue from Opera
12.61%
Q2 FY’26 Q2 FY’25 Y-o-Y H1 FY’26 H1 FY’25 Y-o-Y 956.78 849.33 12.65% 1,953.14 1,734.40 12.61% 966.77 863.98 11.90% 1983.23 1758.02 12.81% Revenue from Operations EBITDA 118.46 107.1
11.90%
o-Y H1 FY’26 H1 FY’25 Y-o-Y 956.78 849.33 12.65% 1,953.14 1,734.40 12.61% 966.77 863.98 11.90% 1983.23 1758.02 12.81% Revenue from Operations EBITDA 118.46 107.15 10.56% 245.04 223.4
12.81%
-o-Y 956.78 849.33 12.65% 1,953.14 1,734.40 12.61% 966.77 863.98 11.90% 1983.23 1758.02 12.81% Revenue from Operations EBITDA 118.46 107.15 10.56% 245.04 223.40 9.69% 117.51 107.38
10.56%
66.77 863.98 11.90% 1983.23 1758.02 12.81% Revenue from Operations EBITDA 118.46 107.15 10.56% 245.04 223.40 9.69% 117.51 107.38 9.44% 244.91 220.84 10.90% Profit After Tax (PAT) Bas
9.69%
983.23 1758.02 12.81% Revenue from Operations EBITDA 118.46 107.15 10.56% 245.04 223.40 9.69% 117.51 107.38 9.44% 244.91 220.84 10.90% Profit After Tax (PAT) Basic EPS (In Rs)* 87.13
9.44%
Revenue from Operations EBITDA 118.46 107.15 10.56% 245.04 223.40 9.69% 117.51 107.38 9.44% 244.91 220.84 10.90% Profit After Tax (PAT) Basic EPS (In Rs)* 87.13 84.44 3.19% 183.79
Guidance — 2 items
Gulf Pride batteries
opening
~INR 15 Crore (26% Stake) 2023 Tirex Transmission ~INR 103 Crore (~51% Stake) During Q1 FY26- Board approves increase in stake by 14% to 65% (outlay ~Rs 38 Crs) Slow Home AC Chargers SaaS provider DC Fast Chargers • UK based company.
Gulf Pride batteries
opening
For FY25 & FY24 Payout ratio stands at 65% & 57% respectively.
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Speaking time
Gulf Pride batteries
1
For further information
1
Opening remarks
Gulf Pride batteries
• Based on VRLA technology • Superior cranking power, which gives the rider the benefit of ‘Insta Start’ • Low maintenance and longer life Appointed Indian Cricketer Hardik Pandya as the brand ambassador for this business in 2018 Commands 2- 3% market share in replacement market Growth Strategy Leveraging lubricants retail distribution synergy Localization Investing in branding Improving service quality ~12,500 Retail Touch Points Dedicated Service Team PAN India 13 Service Engineers 220 Distributors (40% Gulf Auto Distributors) Battery Service Point Network 518 active Gulf Battery Service Points in India 23 E-Mobility/ EV Value Chain Gulf Oil gets Future Ready with EV Fluids Launched globally as well as in India in 2021 Formulated specifically for Hybrid and Fully EVs for optimal performance to help reduce CO2 emissions Basket consist of transmission lubricants, coolants, greases and brake fluids Key strengths to keep Gulf ahead of competition: Strong Brand Image Access & strong relat
For further information
Ms. Ekta Srivastava – Investor Relations & Corp Comm – Gulf Oil Lubricants India Ltd. Email: ekta.srivastava@gulfoil.co.in Mr. Snighter Albuquerque – Adfactors PR Pvt. Ltd. Email: snighter.a@adfactorspr.com
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