Arabian Petroleum Limited — Investor Meet, 03-12-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Arabian Petroleum held an earnings call for H1 FY26, reporting a 21% volume growth leading to a 20-22% top-line increase. Management expects margins to improve, driven by specialty products, cost controls, and backward integration. Strategic expansions include new distributors in India, Middle East, and Central America, alongside an upcoming Bangalore warehouse. R&D saw a 1 Cr investment. The Dubai subsidiary is nearing breakeven, targeting 7-8% of turnover this year. The company secured an ~0.8-0.9 Cr order from the Indian Army and actively pursues defense tenders. Current capacity utilization is 75%, with plans to address packaging bottlenecks. Management projects 15-20% consolidated growth for FY27, maintaining a confident long-term outlook.