Gandhar Oil Refinery (India) Limited — PPTs, 08-08-2025: Investor Presentation

**1. Financial Highlights:**

Q1 FY26 revenue stood at INR 903.0 Cr, with Profit After Tax at INR 26.1 Cr and EBITDA at INR 46.0 Cr. Gross Margin Spread was INR 1,012/kL. While revenue dipped sequentially, PAT notably recovered from Q4 FY25. The FY25 balance sheet highlights robust total assets of INR 1,959.1 Cr with strong equity.

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

Gandhar Oil prioritizes high-growth consumer and healthcare sectors. Plans include expanding overseas sales, increasing product offerings, and moving into contract manufacturing for finished goods to enhance its value chain.

**3. Business Developments:**

The company operates globally across 100+ countries, supported by three strategically located manufacturing facilities. Risk mitigation strategies like price pass-through contracts and just-in-time inventory are actively in place.

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

As India's largest and a global top-five white oil player, Gandhar Oil commands significant market share. Its leading PHPO division, serving consumer/healthcare, benefits from high customer stickiness due to rigorous accreditation, boosting its competitive edge.

**5. Investor Implications:**

Market leadership and strategic focus on high-growth segments, plus global expansion, suggest positive growth potential. Robust financials indicate resilience, making strategy execution crucial for investors to monitor.