Gandhar Oil Refinery (India) Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Gandhar Oil reported consolidated revenue growth of 92% year-on-year to Rs 1,731.9 crores in Q1 FY27, with EBITDA rising approximately 512% year-on-year to Rs 281 crores and profit after tax growing about 688% year-on-year to Rs 206 crores. Management attributed the performance to expanded gross margin spreads, agile sourcing amid Middle East geopolitical disruptions, and strong growth in the PHPO and PIO segments and exports. The company declared an interim dividend of 100% of face value and stated it remains debt-free on a standalone basis.
Gandhar Oil Refinery reported consolidated Q4 FY26 revenue of Rs 1,093 crore, up 14% year-on-year, with full-year FY26 revenue at approximately Rs 4,241 crore, a growth of about 9-10% over FY25. EBITDA for Q4 FY26 stood at Rs 64 crore and full-year EBITDA was Rs 234 crore, while profit after tax rose to Rs 137 crore for FY26 from a lower base in FY25. Management discussed geopolitical disruptions linked to the Strait of Hormuz affecting the Sharjah plant and base oil sourcing, along with capacity utilization levels and plans for land acquisitions in Taloja and a new subsidiary in South Africa.