Gabriel India Limited Earnings Summary — Q4 FY2026
Gabriel India Reports Strong Q4 Performance with 19% Standalone Revenue Growth and Expansion into New Segments
Quarterly Business Intelligence
AI Quarterly Scorecard™
Computed deterministically from the last 10 reported quarters.
Quarterly Business Momentum
- Revenue has increased for 3 consecutive quarters.
- Revenue of ₹1,426 Cr is 15.5% higher year-on-year.
- Revenue has compounded at 21.7% annualised over the last 10 quarters.
- Revenue is at its highest level in 10 quarters.
- Net profit of ₹107 Cr is 2.0% above the same quarter last year.
- Profit growth is trailing revenue growth this quarter.
- Net profit has compounded at 41.7% annualised across the period.
- Operating margin stands at 8.7% in Q1 FY2027.
- Operating margin compressed by 87 bps year-on-year.
- Over the last two years operating margin has contracted by 88 bps.
- PBT margin is 9.3%.
- Expenses grew 16.6% against revenue growth of 15.5%.
- Operating profit of ₹124 Cr is 5.0% higher year-on-year.
- Operating leverage has been under pressure recently.
- 6 of the last 6 measured quarters delivered year-on-year revenue growth.
- Overall quarterly business momentum scores 64/100 (Healthy) on the latest 10 quarters.
- Business momentum remains positive heading into the next quarter.
Quarterly Financials
Last 10 Reported Quarters • All figures in ₹ Crore • Margins in %
| Metric | Trend | Latest Q1 FY2027 | Q4 FY2026 | Q3 FY2026 | Q2 FY2026 | Q1 FY2026 | Q4 FY2025 | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 | Q4 FY2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | Improving | 1,426 | 1,381 | 1,179 | 1,180 | 1,234 | 1,073 | 1,017 | 1,027 | 947 | 917 |
| Expenses | Improving | 1,302 | 1,248 | 1,072 | 1,067 | 1,116 | 964 | 925 | 928 | 856 | 837 |
| Operating Profit | Improving | 124 | 133 | 107 | 113 | 118 | 109 | 91 | 99 | 91 | 80 |
| Operating Margin | Stable | 8.7% | 9.7% | 9.1% | 9.6% | 9.6% | 10.1% | 9.0% | 9.6% | 9.6% | 8.8% |
| Other Income | Volatile | 47 | 53 | -6 | 6 | 43 | 5 | 9 | 5 | 6 | 6 |
| Interest | Volatile | 6 | 8 | 3 | 3 | 5 | 3 | 3 | 2 | 2 | 2 |
| Depreciation | Improving | 32 | 31 | 25 | 25 | 31 | 24 | 19 | 19 | 19 | 18 |
| Profit Before Tax | Accelerating | 133 | 147 | 72 | 91 | 126 | 87 | 79 | 82 | 76 | 66 |
| Tax | Improving | 25 | 28 | 17 | 22 | 20 | 23 | 18 | 19 | 18 | 17 |
| Net Profit | Accelerating | 107 | 118 | 55 | 69 | 105 | 64 | 60 | 63 | 58 | 49 |
| Net Margin | Accelerating | 7.5% | 8.6% | 4.6% | 5.8% | 8.5% | 6.0% | 5.9% | 6.1% | 6.1% | 5.3% |
Key Takeaways
- Standalone revenue grew 19% YoY to ₹1,111 crores for the quarter, outperforming industry growth in all segments.
- The Composite Scheme of Arrangement for business restructuring was sanctioned by NCLT and became effective on May 22, 2026.
- Inalfa Gabriel Sunroof Systems reported Q4 segment revenue of ₹99 crores with a healthy EBITDA margin of 14.6%.
- Company expanded its product reach through a new European order for an integrated dropper post, winning an innovation award at Eurobike.
- Strategic growth initiatives are on track with expected start of production for the Jinhap JV in Q4 of the calendar year.
- Operating margins were slightly impacted by sharp commodity price increases and the impact of New Labour Code provisions (₹133.46M exceptional item).
- Management maintains a long-term group revenue target of ₹50,000 crores by 2030, with Gabriel as the primary growth engine.
Management Guidance
Management expects to sustain healthy double-digit growth by outperforming industry trends. The company is focusing on scaling new JVs in lubricants (SK Enmove) and fasteners (Jinhos). Margin recovery is expected as commodity escalations are passed through to customers, though high input costs remain a near-term monitorable.
Sentiment Shift
Stable
Strong volume growth and successful restructuring offset raw material headwinds and exceptional labor costs.
Outlook
The outlook remains positive supported by robust demand in 2-wheelers (up 21% YoY in Q4) and PV segments. New product launches with Hero MotoCorp and expansion of EV-focused fluids are expected to drive FY27 volumes.
From the Annual Report (Key Quotes)
“Gabriel is a growth engine for the group... all the new businesses which we are entering into form part of Gabriel.”
“The ongoing West Asia conflict remains a key event under monitoring for the entire sector, with sharp changes in crude oil prices potentially impacting affordability.”
“The target (INR 50,000 crores) very much remains with us, and we are very hopeful that as we are progressing in this journey, we should be able to achieve it by 2030.”
Official Quarterly Documents
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This summary is AI-generated from Gabriel India Limited's latest quarterly filing and earnings call. For informational purposes only — not investment advice.