Gabriel India Limited
5,297words
8turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
19.3%
3.7%
15.9%
4.7%
15.0%
9.3%
9.1%
9.0%
8.0%
7.7%
8.8%
Guidance — 4 items
Product Portfolio of JV Company
opening
“₋ Engine Oils, E-fluids, Shock Absorber Oil, Industrial Lubricants, Greases, E-thermal Fluids ₋ Use of “ZIC” trademark (SK’s current brand) ₋ Include “SK” and “GABRIEL” as endorsing corporate brands 32 CONSOLIDATED FINANCIAL HIGHLIGHTS – Q4 & FY26 y l r e t r a u Q r a e Y l l u F Revenue (Rs.”
Product Portfolio of JV Company
opening
“Mn) and EBITDA Margin (%) YoY=15.3% 9.6% 3,917 FY25 9.7% 4,518 FY26 PBT (Rs.”
Product Portfolio of JV Company
opening
“Mn) and PBT Margin (%) YoY=7.9% 8.0% 7.5% 3,242 FY25 3,499 FY26 46,669 FY26 40,634 FY25 Denotes growth (%) Note: EBITDA has been computed after eliminating the non-operational expenses and one-time impact of wage code.”
Joint Venture
opening
“FY25 40,634 74.1% 6.2% 10.0% 3,917 9.6% 0.6% 0.3% 2.0% 3,242 8.0% - 792 2,450 2,450 6.0% 17.0 34 TECHNOLOGICAL ADVANCEMENT TECHNOLOGICAL ADVANCEMENT 35 GABRIEL EUROPE ENGINEERING CENTRE (GEEC) R&D Location for Gabriel R&D Competencies Advanced Damper design Material expertise Damper Control Logics NVH damper test rig Comfort and NVH assessments Vehicle dynamics on car and virtual engineering 36”
Risks & concerns — 1 flagged
Mn) and PBT Margin (%) YoY=7.9% 8.0% 7.5% 3,242 FY25 3,499 FY26 46,669 FY26 40,634 FY25 Denotes growth (%) Note: EBITDA has been computed after eliminating the non-operational expenses and one-time impact of wage code.
— Product Portfolio of JV Company
Speaking time
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Opening remarks
Rationale of this transaction
- Entry into fasteners to address anchor customer’s localization needs. - Addressing larger fasteners market beyond anchor customers. Automotive fasteners Precision forged products 30 JV BETWEEN GABRIEL AND SK Enmove Part of SK Group About SK Enmove Global Player in Base Oil, Lubricants and Functional Fluids - World’s largest producer of premium base oil with 500 + blending formulations and global presence in Lubricants - Part of SK Group, Korea’s 2nd largest conglomerate Revenue: USD 3.4 Bn (SK Enmove, 2024) USD 148 Bn (SK Group, 2024) Employees: 36,500+ (SK Group, globally) HQ: Seoul, South Korea 31 DETAILS OF THE TRANSACTION JV between Gabriel India Limited (GIL) and SK Enmove (SKEN) to enter the business of lubricants and functional fluids. JVA was signed at SK HQ, Korea on 15th October 2025. - - - GIL is holding 49% in SK Enmove Gabriel India Private Limited, making it a JV effective February 27, 2026
Rationale of this transaction
- - - Leverage OEM customer base as well as aftermarket channel of GIL. Synchronous with Anchemco’s fluids business. Synergy with respect to captive consumption of industrial lubricants in the ANAND Group (e.g. Shock Absorber Oil in GIL)
Product Portfolio of JV Company
₋ Engine Oils, E-fluids, Shock Absorber Oil, Industrial Lubricants, Greases, E-thermal Fluids ₋ Use of “ZIC” trademark (SK’s current brand) ₋ Include “SK” and “GABRIEL” as endorsing corporate brands 32 CONSOLIDATED FINANCIAL HIGHLIGHTS – Q4 & FY26 y l r e t r a u Q r a e Y l l u F Revenue (Rs. Mn) YoY=12.7% QoQ=2.6% EBITDA (Rs. Mn) and EBITDA Margin (%) YoY=6.5% QoQ=5.7% PBT (Rs. Mn) and PBT Margin (%) YoY=5.5% QoQ=8.2% 10.2% 9.7% 9.4% 9.7% 8.1% 7.6% 7.2% 7.6% 12,096 11,787 12,096 10,732 1,169 1,169 1,098 1,106 Q4FY25 Q4FY26 Q3FY26 Q4FY26 Q4FY25 Q4FY26 Q3FY26 Q4FY26 874 922 922 852 Q4FY25 Q4FY26 Q3FY26 Q4FY26 Revenue (Rs. Mn) YoY=14.9% EBITDA (Rs. Mn) and EBITDA Margin (%) YoY=15.3% 9.6% 3,917 FY25 9.7% 4,518 FY26 PBT (Rs. Mn) and PBT Margin (%) YoY=7.9% 8.0% 7.5% 3,242 FY25 3,499 FY26 46,669 FY26 40,634 FY25 Denotes growth (%) Note: EBITDA has been computed after eliminating the non-operational expenses and one-time impact of wage code. PBT excludes one-time wage code impact. 33 CONSO
Joint Venture
• Jinhap Gabriel Auto India Private Limited (Subsidiary) • SK Enmove Gabriel India Private Limited (JV) Particulars (Rs. Mn) Revenue from operations Raw material % to sales Employee costs % to sales Other expenses % to sales EBITDA EBITDA % Other income % to sales Interest % to sales Depreciation % to sales PBT Before Exceptional Items PBT % Exceptional Items Tax PAT PAT (Adjusted for Exceptional Items) PAT % EPS Q4 FY26 12,096 74.7% 5.7% 10.3% 1,169 9.7% 0.8% 0.4% 2.0% 922 7.6% 4.5 253 665 669 5.5% 4.6 Q3 FY26 11,787 73.9% 6.1% 10.9% 1,106 9.4% 0.6% 0.3% 2.2% 852 7.2% 133 173 547 680 5.8% 3.8 Q4 FY25 10,732 73.8% 5.9% 10.0% 1,098 10.2% 0.4% 0.3% 2.2% 874 8.1% - 231 644 644 6.0% 4.5 FY26 46,669 73.9% 6.2% 10.5% 4,518 9.7% 0.6% 0.3% 2.1% 3,499 7.5% 138 840 2,522 2,660 5.7% 17.5 Note: EBITDA has been computed after eliminating the non-operational expenses and one-time impact of wage code. PBT excludes one-time wage code impact. FY25 40,634 74.1% 6.2% 10.0% 3,917 9.6% 0.6% 0.3% 2.0% 3,242
GABRIEL PUNE TECH CENTRE
“IGBC” CERTIFIED GREEN BUILDING 37 GABRIEL TECH CENTRE: POWERING OUR FUTURE, DRIVING POSSIBILITIES TECHNOLOGICAL COLLABORATION/ ASSISTANCE PATENTS FILED TILL DATE - 100 PATENTS GRANTED TILL DATE - 34 Chakan, Maharashtra Hosur, Tamil Nadu 38 R&D, INNOVATION AND TECHNOLOGY: ESSENTIAL COMPONENTS FOR STRATEGIC EVOLUTION At Gabriel India, our constant endeavors towards investing in R&D, innovation and technology are considered integral to our continuous improvement process. Our R&D technology centers at Hosur and Chakan ( recently launched) are recognized by the Department of Scientific and Industrial Research (DSIR), part of the Ministry of Science and Technology. END-TO-END PRODUCT DEVELOPMENT CAPABILITIES Concept Designing Prototyping Testing Validation KEY FOCUS AREAS ELEMENTS OF 3- PILLARS R&D PRODUCT RELIABILITY Road load data acquisition (RLDA) RLDA Based Testing Testing Facility Upgradation Design Evaluation for Consistency PRODUCT TECHNOLOGY New Products Innovation • Pro
Investor Relations Advisors
Gabriel India Ltd. CIN : L34101PN1961PLC015735 Strategic Growth Advisors Pvt. Ltd. CIN : U74140MH2010PTC204285 Mr. Nilesh Jain secretarial@gabriel.co.in Mr. Jigar Kavaiya / Neha Shroff jigar.kavaiya@sgapl.net/ neha.shroff@sgapl.net +91-9920602034 / +91-7738073466 www.sgapl.net