GULFOILLUBRICANTSINDIA / guidance tracker

Keep management guidance in view.

Gulf Oil Lubricants · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

Volume growth 2-3x industry (8-9% annually)

Management reiterated medium-term guidance of growing lubricant volumes at 2-3 times the industry growth rate of 3-4%.

growth

EBITDA margin band of 12-14%

Management maintained the 12-14% EBITDA margin guidance, with ambition to move to 14-16% over medium term.

margins

TX EV charging revenue target >₹100 cr for FY26

TX is expected to close FY26 with revenue above ₹100 crore, with a 3-4 year target of ₹300-400 crore topline.

revenue

Capex of ₹55 cr for capacity expansion

₹55 crore capex for Silvasa and Chennai plants; Chennai capacity expected by Q1 FY27, Silvasa by Q3 FY27.

capex