Savita Oil Technologies (SOTL) Q2 26/27 earnings summary

Executive summary

• Record Q2 total income of ₹1,714.1 crore; consolidated revenue was ₹170,939.21 lakh and net profit ₹21,185.80 lakh.

• H1 consolidated revenue reached ₹318,915.28 lakh and net profit ₹49,991.30 lakh; Export and Lubricating Oil divisions recorded healthy double-digit volume growth.

Financial highlights

• Consolidated Q2 PBT was ₹28,311.67 lakh versus ₹5,549.21 lakh a year earlier; H1 PBT was ₹66,971.48 lakh versus ₹12,777.59 lakh.

• Q2 EBITDA was ₹296.4 crore, up 350.5% YoY; H1 EBITDA was ₹693.1 crore, up 361.8%.

• Consolidated Q2 net profit was ₹21,185.80 lakh versus ₹4,059.30 lakh; H1 net profit was ₹49,991.30 lakh versus ₹12,777.59 lakh.

• Sequentially, Q2 total income rose 13.3% to ₹1,714.1 crore, while EBITDA fell 25.3% to ₹296.4 crore and PBT fell 26.8% to ₹283.1 crore.

• Standalone revenue was ₹170,939.21 lakh in Q2 and ₹318,915.28 lakh in H1; net profit was ₹21,582.57 lakh and ₹50,807.17 lakh, respectively.

Outlook and guidance

• Plans to increase lubricant capacity by 50% and double Diesel Exhaust Fluid capacity amid continued double-digit lubricant growth.

• Ester-based refrigeration compressor fluids continue to gain OEM approvals; R&D is developing tailored ester immersion coolants for mobility EV batteries and stationary BESS.

• Management cited potential volumes from new-age fluids while remaining cautiously optimistic amid daily feedstock supply and price volatility.