Gulf Oil Lubricants India Limited — Investor Meet, 02-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Gulf Oil Lubricants India delivered a record Q4 FY26 with 14% volume and revenue growth, significantly outperforming the industry. Full-year FY26 lubricant volumes grew 10.5%, with consolidated revenue surpassing INR 4,000 Cr and EBITDA reaching INR 514 Cr. The Board declared a record annual dividend of INR 51. Management is driving broad-based growth across all segments, strengthening OEM partnerships, and investing in EV mobility through Tirex, which exceeded INR 100 Cr revenue. They aim for 12-14% EBITDA margins, navigating crude volatility with multiple price hikes and focusing on supply security. Plant expansions are on track for Q3/Q4 FY27.