India · Delayed Price · Currency is INR Gabriel India Earnings Call Transcripts
Fiscal Year 2027
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Board approved major acquisitions in HL Mando ANAND India and HL Klemove India, driving business consolidation and technology advancement. Q1 FY 2027 saw double-digit revenue and EBITDA growth, with strong performance across vehicle segments and a focus on future-ready capabilities.
Fiscal Year 2026
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Q4 FY26 saw robust revenue and profit growth, with all segments outperforming industry trends. Despite supply chain and commodity cost challenges, margins remained healthy and the outlook is positive, supported by new product wins and strong demand projections.
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Q3 FY 2026 saw 16% year-on-year revenue growth and margin improvement, driven by strong sales and new business wins across segments. Sunroof and e-bike segments secured key orders, while localization and restructuring efforts increased costs. Industry outlook remains robust with double-digit growth expected.
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Q2 FY26 saw 15%+ revenue and EBITDA growth, margin improvement, and strong segment performance, especially in two/three-wheelers and railways. Strategic JVs and tech investments support diversification, while margin and export challenges persist.
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Revenue and EBITDA grew strongly YoY, driven by broad-based segment gains and margin improvement. Strategic group integration, new JVs, and capacity expansions are set to diversify offerings and boost future growth, with consolidation expected to add 20%+ to sales.
Fiscal Year 2025
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A major restructuring will consolidate four group entities under Gabriel, creating a diversified, technology-driven mobility platform. The move targets significant revenue growth, EPS accretion, and a more balanced product mix, with immediate synergies expected in sales and operations.
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Q4 FY25 saw 8.4% YoY standalone revenue growth and 13% EBITDA growth, with margins improving. Full-year consolidated revenue rose 19.4% YoY, and new business lines like solar dampers and e-bikes are expected to drive future growth. Dividend payout stands at 32%.
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Q3 saw 14% revenue growth year-on-year, strong two-wheeler and passenger vehicle performance, and a major acquisition expanding capacity and product range. Sunroof business is set to double capacity, with robust order wins and export growth supporting a positive outlook.
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Q2 FY25 saw 6.9% YOY revenue growth to INR 924 crores, stable 8.7% EBITDA margin, and 12.2% PAT growth, led by strong two-wheeler and sunroof business performance. Management targets double-digit standalone EBITDA margin by FY26 and plans further sunroof capacity expansion.
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Q1 FY25 saw 7.3% revenue growth and 13% EBITDA growth year-over-year, with strong margins and a net cash position of INR 330 crores. The sunroof business delivered 14% EBITDA margin, and the company remains focused on cost control, new product launches, and maintaining leadership in key segments.