Castrol India Ltd — earnings calls

Castrol India reported second quarter FY26 revenue of Rs 1,871 crores, up 25% year-on-year, with EBITDA of Rs 494 crores and profit after tax of Rs 348 crores. Management attributed the growth to broad-based volume gains across consumer, industrial and institutional segments, pricing actions taken in low double digits, and portfolio premiumization, while noting that raw material and commodity cost increases were delayed into the quarter and expected to become more visible in the third quarter. The Board declared an interim dividend of Rs 6.25 per share, and management discussed the pending Stonepeak transaction, data center cooling opportunities, and the Silvassa plant's return to normal operations after flooding.

Castrol India reported revenue growth of 9% to Rs 1,545 crore, EBITDA growth of 7% to Rs 329 crore, and profit after tax growth of 4% to Rs 242 crore for Q1 FY26. Management said volume grew 7% to 8% year-on-year, with rural, premium urban, and industrial segments growing at double digits while the commercial vehicle business grew at a slower high single-digit pace. Management also discussed rising raw material and currency cost pressures linked to Middle East geopolitical developments, noting minimal impact on Q1 costs due to inventory cycles but expecting more visible effects from the second quarter onward.