Gulf Oil Lubricants India Limited — Investor Meet, 10-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Gulf Oil Lubricants reported record Q1 FY27 financial results: revenue surged 33% to INR 1,320 Cr, EBITDA 35% to INR 170 Cr, and PAT reached INR 127.5 Cr. Lubes volume grew 17% year-on-year to 48,000 KL, tripling industry growth. Management cited strong, broad-based double-digit growth across B2C, OEM, and B2B segments, fueled by supply chain agility despite volatile raw material costs and the West Asia crisis. AdBlue volumes hit 40,000 KL. The company maintains its 12-14% EBITDA margin outlook. Plant expansion in Silvassa and Chennai is on track. Tirex, the EV charging unit, aims for INR 300-400 Cr revenue in 3-4 years. Sentiment is confident on sustained profitable growth and market share gains.