Gabriel India Limited (505714) Earnings Call Transcripts

Gabriel India Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Gabriel India Limited reported a strong performance with standalone operating revenue increasing by 19% year-on-year to INR 111 crores, driven by robust demand across all segments. For the full fiscal year, revenue reached INR 4,223 crores, reflecting a 16% growth. The company maintained its EBITDA margin at 9.1% for the quarter and 9% for the year, while PBT before exceptional items grew 15% year-on-year to INR 86 crores in Q4. Management signaled a positive outlook, emphasizing ongoing demand in the automotive sector and the successful completion of restructuring initiatives, which could enhance operational efficiency moving forward.

Reported metrics

Guidance from management

Management remains optimistic about the automotive sector's long-term growth, with a focus on new business opportunities and maintaining operational efficiency. They expect to achieve the INR 50,000 crores target by 2030, although they caution about potential commodity price impacts.

What management said

Just to only add there is, again, some good information. I think while they are small wins starting up, but a couple of wins already with 2 of the customers in the case of [ SK ] and we have also one business win in the [indiscernible]. So I think that work has started. And as I said, I think as per the time line.

Yes, they are on the OEM side. Just to share with you, one is with the [indiscernible] through the [indiscernible], and one is the mobile, which is finally on the EV battery fuel side. As I said, and [indiscernible] obviously with the Korean customer.

What analysts pressed on

Analysts expressed concerns over the impact of rising commodity prices on margins and the potential slowdown in aftermarket growth. They also inquired about the sustainability of recent revenue growth amidst supply chain challenges.

Main topics on the call

• Strong Revenue Growth — Gabriel India achieved a 19% year-on-year increase in standalone operating revenue for Q4 FY '26, reaching INR 111 crores. Management noted that 'all segments showed double-digit growth outperforming the underlying indus...
• Successful Restructuring — The company completed a significant restructuring with NCLT approvals for the merger and demerger of entities, effective from May 22, 2026. Management stated, 'We are making good progress in the current year move ahead i...
• Dividend Declaration — Gabriel India announced a final dividend of INR 3.1 per equity share, bringing the total dividend for FY '26 to INR 5 per share. This is an increase from INR 4.7 per share in FY '25, indicating strong cash flow managemen...
• Positive Industry Outlook — Management expressed optimism about the Indian automotive industry's long-term prospects, citing 'strong recovery and healthy demand momentum' despite global uncertainties. They noted a positive consumer sentiment post-G...

Read the full Gabriel India Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 Gabriel India Limited earnings call transcripts on record, spanning February 17, 2020 to July 22, 2026. Based on this history, Gabriel India Limited reports quarterly. The most recent call on file is dated July 22, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

505714

Exchange

BSE

Country

IN

Sector

Consumer Discretionary

Industry

Automobile Components

Calls on record

25

First call

February 17, 2020

Most recent

July 22, 2026

Reporting cadence

quarterly