Gulf Oil Lubricants Q2 FY27 Revenue Surges 44% to ₹1,379 Crore, PAT Grows 34%
Gulf Oil Lubricants reported Q2 FY27 standalone revenue of ₹1,379 Crore, up 44% YoY, and PAT of ₹117 Crore, up 34% YoY. For H1 FY27, revenue grew 38% to ₹2,700 Crore and PAT increased 33% to ₹245 Crore. The company achieved 16% lubricants volume growth in Q2.
Significant percentage increases in revenue and profit, coupled with positive management outlook and strategic initiatives, are likely to have a material impact on investor perception and the company's stock.
The company reported strong year-on-year growth in revenue and profit for both the quarter and half-year, along with positive commentary from management about growth momentum and strategic focus.
Gulf Oil Lubricants India Limited, a Hinduja Group Company, has announced its unaudited financial results for the second quarter and half-year ended September 30, 2026. On a standalone basis, the company reported a significant 44% year-on-year growth in Revenue from Operations to ₹1,379 Crores for the quarter ended September 30, 2026, compared to ₹957 Crores in the corresponding quarter of the previous year. Profit After Tax (PAT) stood at ₹117 Crores, a 34% increase from ₹87 Crores in the same period last year.
For the half-year ended September 30, 2026, standalone Revenue from Operations grew by 38% to ₹2,700 Crores from ₹1,953 Crores in the previous year. Standalone PAT for the half-year was ₹245 Crores, up 33% from ₹184 Crores in the prior year.
Mr. Ravi Chawla, Managing Director & CEO, commented that Q2 demonstrated agility amidst a challenging environment, with a 16% lubricants volume growth driven by distribution expansion in B2C and strong execution in OEM and B2B segments. He highlighted the focus on premiumization and expressed confidence in outperforming the industry.
Mr. Manish Gangwal, Whole-Time Director & CFO, added that the company achieved a 44% year-on-year revenue gain in Q2, supported by strong volume growth and calibrated pricing actions, with EBITDA margins at 11.8%. H1 revenue reached ₹2,700 Crores, a 38% growth. The company's strategic priorities include profitable growth, operational excellence, and long-term value creation, with a focus on margin resilience and sustained value creation.
Key highlights for the quarter included a 16% YoY lubricants volume growth despite market challenges and a West Asia supply crisis, robust volume-led profitable growth with over 44% increase in Revenue, and over 37% growth in EBITDA. The company also noted unprecedented input cost inflation and pricing challenges, which were managed through strategic pricing interventions and effective opportunity conversion.
The company's Chennai plant was awarded IGBC Platinum Certification, and its Afforestation and Water Stewardship Project received recognition. Segment performance showed high double-digit growth in OEM Franchise Workshop (FWS), OEM Factory fill, and B2B Industrial, Infrastructure, and Mining segments. The E-mobility subsidiary, Tirex, also saw significant revenue growth.
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