Gandhar Oil Refinery (India) Limited (GANDHAR) — Financial Results Announcement

· NSE 🔴 High Importance Neutral
Revenue: ₹1,093 CrNet Profit: ₹37
📢 Key Event
Gandhar Oil Refinery reported Q4 FY26 revenue of ₹1,093 crores, up 14% YoY, with full-year revenue at ₹4,241 crores and PAT of ₹37 crores in Q4.
🔄 What Changed
14% YoY revenue growth in Q4, 9% YoY revenue growth for FY26, EBITDA of ₹64 crores in Q4, PAT of ₹37 crores in Q4, and 42.8% export revenue contribution; gross margin improved to 12.49% in Q4.
🔮 What's Next
Incremental capex planned over the next 2 to 3 quarters; target utilization at Sharjah plant to reach 125%; cautious optimism on Sharjah normalization; pass-through mechanisms for raw material cost increases.
💡 Investor Takeaway
The company is capitalizing on export growth and pricing power to sustain margin expansion despite macro volatility.

Gandhar Oil Refinery reported Q4 FY26 revenue of **₹1,093 crores**, up 14% YoY, and full-year revenue of **₹4,241 crores**, up 9% YoY, with PAT of **₹37 crores** in Q4 and **₹137 crores** for the year. EBITDA stood at **₹64 crores** in Q4, reflecting margin resilience amid geopolitical risks and rupee depreciation tailwinds. Export revenue contributed 42.8% of total, supported by stable domestic demand and favorable trade conditions. Management highlighted volume growth, index-linked pricing, and incremental capex plans to expand capacity, targeting 125% utilization at Sharjah. Gross margin improved to 12.49% in Q4, driven by cost optimization and mix, while ROCE and ROE remained stable at 13.5% and 10.21%. Forward guidance includes phased capex deployment over the next 2-3 quarters and cautious optimism on Sharjah normalization. Investor takeaway: The company is capitalizing on export growth and pricing power to sustain margin expansion despite macro volatility.

📄 View Original Announcement (PDF)

About Gandhar Oil Refinery (India) Limited (GANDHAR)

Oil Gas & Consumable Fuels · Petroleum Products · Listed on NSE

Market Cap: ₹1,468 Cr P/E: 18.0

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.