Castrol India Limited — Investor Meet, 09-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Castrol India reported strong FY25 results with ₹5,722 Cr revenue (up 7%) and ₹1,348 Cr EBITDA (up 5%), driven by 8% volume growth, especially from industrial and rural distribution. Full-year EBITDA margin reached 24%, at the top of guidance, despite Q4 seeing some margin dilution from business mix and FX. The company continues to expand distribution and innovation. While ICE and hybrids will remain dominant, Castrol is prepared for EV scale-up, including OEM tie-ups like VinFast. Data center cooling offers a nascent, long-term opportunity. Management expressed confidence amid market volatility; BP's global stake sale is business as usual for Castrol India.