Savita Oil Technologies (SOTL) Q2 25/26 earnings summary

Executive summary

• Achieved robust year-over-year growth with total income up 17% for Q2 FY26 and 11% for H1 FY26, driven by strong performance in Transformer oils, White Oils, and the Export division.

• Profit Before Tax (PBT) increased 20% in Q2 FY26 and 31% in H1 FY26 compared to the same periods last year.

• Board approved unaudited standalone and consolidated financial results for the quarter and half year ended 30th September 2025, along with statements of assets, liabilities, and cash flows.

• Statutory auditors issued limited review reports with no material misstatements noted.

• Launched new products in high-growth segments, including advanced fluids for energy storage systems and refrigeration compressors, and expanded the Savsol Ester5 automotive lubricants range.

Financial highlights

• Q2 FY26 consolidated revenue: ₹1,090.4 Cr, up 16.8% YoY; H1 FY26 revenue: ₹2,103.2 Cr, up 10.6% YoY.

• Q2 FY26 EBITDA: ₹65.8 Cr, up 9.1% YoY; H1 FY26 EBITDA: ₹150.1 Cr, up 20.6% YoY.

• Q2 FY26 PAT: ₹40.6 Cr, up 30.5% YoY; H1 FY26 PAT: ₹96.5 Cr, up 36.1% YoY.

• EPS for H1 FY26: ₹14.97, compared to ₹10.74 in H1 FY25.

• Standalone revenue from operations for Q2 FY26 was ₹1,07,588.81 lakhs, up from ₹90,719.88 lakhs in Q2 FY25; half-year revenue was ₹2,06,501.06 lakhs, up from ₹1,86,269.43 lakhs year-over-year.

Outlook and guidance

• Anticipates continued robust demand in energy storage and electric vehicle segments, with new product launches planned for advanced fluids and immersion cooling.

• Focus on expanding distribution, brand strengthening, and ramping up volumes in new technology segments.

• No explicit forward-looking guidance provided, but continued focus on core segments and operational efficiency is implied.