CASTROLINDIA / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Castrol India · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ4-FY26 · 2026-04-??Back to quarter ↗

Questions audited

12

Answered directly

71%

Numeric claims

2

Consistency

consistent

Question ledger

What was answered, and how?

Nitin Tari · Philip Capital

partial

Impact of crude oil price increase on raw material costs and gross margin outlook.

Given the inventory cycle, we saw minimal impact of these raw material increases into the costs that we reported in quarter one. ... Our strategy is relatively simple. ... we will have diversified supplier networks so that we can minimize you know supply gap.

Nitin Tari · Philip Capital

partial

Time lag for passing on raw material cost increases to consumers.

structurally the objective of the company is we want to maintain our structural margins in the medium to long term ... we have taken one round of pricing already end of March and we keep our structure and loss margin right in front of us.

Nitin Tari · Philip Capital

direct

Volume growth percentage and reason for operating cost increase.

Eight 7 to 8% volume growth is what we have delivered ... our overall expenses have grown 9% in line with the revenue ... there have been some one-time costs here, but structurally we've actually grown our gross profit by about 11%.

Nitin Tari · Philip Capital

partial

Quantum and nature of one-off expenses in operating costs.

the onetime costs that I spoke about are more in the employee cost bucket which we don't which are not structural in nature and that should you should see them going down in the next few quarters.

Dal Pop · Choice International

direct

Why not focus more on commercial vehicles given low EV penetration there?

It's not that we don't focus on commercial vehicle. In fact, commercial vehicle is a big a significant contributor to our overall volume ... we have been pushing very heavily into rural India to build our distribution muscle ... that is reaping rewards for us in our motorcycle business.

Dal Pop · Choice International

direct

Are base oil suppliers charging a premium similar to crude?

our term contracts are all indices driven and and as the market moves up and down we get benefit of that.

Sabri Hazarika · MK Global Financial Service

direct

Clarification on volume growth: YoY or QoQ?

1Q 26 versus 25 is 7 to 8%.

Sabri Hazarika · MK Global Financial Service

partial

Margin guidance for the year given volatility.

we always have given the guidance of 21 to 24% will be our operating EITA margin range ... there could be some short-term uh volatility that we will see even in our numbers.

Nlesh Jen · Astute Investment Management

evasive

Timeline and market size for data center business.

we can't make a guidance at the moment because this is not something we are uh driving in terms of the implementation of or the execution of the data center.

Rahul Auja · Precient Capital

partial

Price increase percentage and advertising expense as % of revenue.

I won't be able to specifically answer your price increase percentage question ... we've spent about uh 3 to 4% on advertising and a similar trend has been spent even in one.

Kumar Sha · Sumangal Investments

direct

Sales mix breakdown by vehicle type.

to together both of them will be about 60% of our sales. ... cars ... could be another uh 15 uh maybe 20% of our revenue and then the rest of it is the industrial part of the portfolio.

Kan Ma · Boda PNP Paragan Mutual Fund

direct

Which segment is growing slower and dragging overall volume growth?

the large commercial vehicle business ... is quite significant part of our portfolio. It is growing but not at double digit high single digits.