Savita Oil Technologies (SOTL) Q3 25/26 earnings summary

Executive summary

• Achieved robust YoY growth: total income up 15% for Q3 FY26 and 12% for 9M FY26, with PBT up 222% for the quarter and 56% for the nine months.

• Board approved unaudited standalone and consolidated financial results for the quarter and nine months ended 31st December 2025.

• Both standalone and consolidated results were reviewed by the Audit Committee and received a limited review from statutory auditors.

• Savsol Ester5 automotive lubricants grew at 5x the industry rate, supporting premiumization strategy.

• Strategic partnership with Mahindra to supply genuine engine oils for tractors, deepening OEM relationships.

Financial highlights

• Q3 FY26 consolidated revenue: ₹1,093.2 Cr, up 14.9% YoY; 9M FY26 revenue: ₹3,196.0 Cr, up 12.2% YoY.

• Q3 FY26 EBITDA: ₹60.0 Cr, up 112% YoY; 9M FY26 EBITDA: ₹210.2 Cr, up 37% YoY.

• Q3 FY26 PAT: ₹38.0 Cr, up 204% YoY; 9M FY26 PAT: ₹134.5 Cr, up 60.1% YoY.

• Standalone revenue from operations for Q3 FY26 was ₹1,07,361.58 lakhs, up from ₹94,543.83 lakhs in Q3 FY25.

• Standalone net profit for Q3 FY26 was ₹4,087.69 lakhs, compared to ₹1,513.09 lakhs in Q3 FY25.

Outlook and guidance

• Anticipates strong demand for ester-based products, especially in renewable energy and cooling applications.

• Focus on expanding B2C distribution, brand recall, and new business in energy transition and synthetic products.

• Continued investments in capacity expansion and product innovation, targeting faster-than-category growth.

• The company continues to monitor regulatory changes, especially regarding the new Labour Codes, and will adjust accounting treatment as needed.