Gulf Oil Lubricants India Q2 FY27: PAT ₹127.5 Cr & Rev ₹1,320.4 Cr

Investor Takeaways

Revenue reached ₹1,320.4 crores, up 32.5% YoY from ₹996.4 crores in Q1 FY26.

Net Profit increased 31.9% YoY to ₹127.5 crores from ₹96.7 crores.

EBITDA grew 35% YoY to ₹170.4 crores, with margin stable at 13%.

Volume growth of 17% YoY contributed to financial performance despite supply constraints.

Management expressed confidence in long-term growth through strategic sourcing and supply-chain efficiencies.

⚠️ No specific risks identified in this filing.

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹1,320.4 Cr	+32.5%
Net Profit	₹127.5 Cr	+31.9%
EBITDA	₹170.4 Cr	+35%
EPS	₹19.89	—
OPM	13%	Stable

What Changed

Gulf Oil Lubricants India reported robust financial performance in Q1 FY27, with consolidated revenue rising 32.5% YoY to ₹1,320.4 crores, up from ₹996.4 crores in the same quarter of the previous fiscal year. Net Profit grew 31.9% YoY to ₹127.5 crores, reflecting improved operational efficiency and cost management. EBITDA increased by 35% YoY to ₹170.4 crores, maintaining a stable margin of 13%. The growth was driven by a 17% YoY increase in volume, underscoring strong demand across key markets. Despite ongoing supply constraints in West Asia, the company demonstrated resilience in its operations. Management attributed the positive outcome to effective execution, margin resilience, and a strategic focus on sourcing and supply-chain optimization to sustain profitability. The results indicate consistent improvement in financial metrics across consecutive quarters, with revenue and profitability expanding steadily over the past year.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
Gulf Oil Lubricants India	13.07	—	—	4,664.88
Reliance Industries Limited	21.73	9.87%	11.18%	18,08,488.47
Oil & Natural Gas Corporation Limited	9.93	11.04%	14.13%	3,76,590.66
Coal India Limited	9.54	30.13%	37.18%	2,84,841.3

Gulf Oil Lubricants India trades at a lower P/E multiple compared to Reliance Industries, suggesting relatively lower valuation expectations. However, its peers exhibit higher ROE and ROCE, indicating stronger returns on equity and capital. The company’s market capitalization is significantly smaller than that of Reliance Industries but comparable to other large public sector and private enterprises in the sector.

Risks & Concerns

No specific risks identified in this filing.

Quarterly Trend

Quarter	Revenue (₹ Cr)	Net Profit (₹ Cr)	OPM%
Q3FY25	920.4	97.32	13.31
Q2FY25	863.98	82.97	12.43
Q1FY25	894.04	84.3	12.71
Q4FY24	869.63	86.95	13.49

The company has demonstrated consistent revenue and profit growth over the last four quarters, with operating profit margins remaining stable around 13%. EPS has shown an upward trend, rising from ₹17.49 in Q1FY25 to ₹19.89 in Q3FY25, reflecting improved earnings per share over time.

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About Gulf Oil Lubricants India Limited (GULFOILLUB)

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

Market Cap: ₹4,664.88 Cr P/E: 13.1

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

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