Gabriel India Limited — PPTs, 29-07-2025: Investor Presentation

Here is the summary of the attached file:

**1. Financial Highlights:**

Q1FY26: Revenue up 13.9% YoY to 984.6 Cr; EBITDA jumped 16.1% YoY to 90.6 Cr (9.2% margin). PBT grew 6.6% to 73.7 Cr. Maintained 305.7 Cr net cash, with 50.2 Cr operating cash flow & 74.6 Cr capex.

**2. Strategic Initiatives & Growth Drivers:**

Expanding global exports and securing new domestic auto programs, especially in CVs (+29.1% YoY). Advancing E-bike forks and entering solar dampers with initial orders. Aftermarket sales up 12% YoY via new products/penetration.

**3. Business Developments:**

Completed MMAS asset acquisition (April 1, 2025) for suspension capacity boost. A major business restructuring is consolidating diverse auto units into Gabriel. New JV with Korea's JINHAP (51% GIL, 26.8 Cr) targets fasteners. Sunroof JV application rejection is being evaluated.

**4. Market Position & Competitive Advantage:**

Holds significant market shares: 32% 2W/3W, 25% PV, 88% CV, 62% E2Ws. Leverages 60+ years expertise, strong R&D, and vast manufacturing. #1 aftermarket brand (>40% share) with deep OEM ties.

**5. Investor Implications:**

Solid Q1, strategic acquisitions/restructuring show positive growth potential. New fasteners & solar damper ventures diversify portfolio. Monitor sunroof JV, but aggressive execution signals future value.