Gabriel India (505714) Q4 25/26 earnings summary

Executive summary

• Indian automotive industry experienced strong recovery and robust demand across all vehicle segments in FY26, with record sales and continued momentum into April.

• Achieved significant revenue and profit growth, driven by strategic initiatives, product diversification, and successful execution of JVs and acquisitions.

• Expanded product portfolio, entered new business areas, and made progress in sustainability, R&D, and global expansion.

• Audited standalone and consolidated financial results for FY26 were approved with an unmodified audit opinion.

• Final dividend of INR 3.1 per share recommended, with total FY26 dividend at INR 5 per share, subject to shareholder approval.

Significant events and developments

• Composite Scheme of Arrangement involving amalgamation and demerger received NCLT and shareholder approvals, effective May 2026.

• Multiple new JVs and business initiatives launched, including with Inalfa (sunroofs), SK Enmove (lubricants), and Jinhap Korea (fasteners).

• Asset purchase from Marelli Motherson Auto Suspension Parts added significant production capacity.

• Innovation and sustainability awards received, including at Eurobike and from Suzuki Motorcycles.

• All 7 plants achieved zero waste to landfill status; progress on water and carbon neutrality goals.

Financial highlights

• Standalone revenue for FY26 was INR 42,329.87 million, up 16.2% YoY; consolidated revenue was INR 46,669.33 million, up 14.9% YoY.

• Standalone EBITDA grew 17.8% YoY to INR 3,827 million (margin 9%); consolidated EBITDA margin at 9.7%.

• Standalone PBT increased 18% YoY to INR 3,353 million (margin 7.9%); consolidated PBT margin at 7.5%.

• Standalone net profit after tax for FY26 was INR 2,432.09 million; consolidated net profit was INR 2,521.64 million.

• Earnings per share for FY26: INR 16.93 standalone, INR 17.55 consolidated.