2 weeks Ago By GuruFocus.com
Release Date: February 07, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Negative Points Q & A Highlights Q : How should we view the margin trend given the fluctuations in crude oil prices and rupee depreciation? A : CFO: With crude stabilizing between $75 to $80, input costs should remain stable. However, rupee depreciation affects landed costs.
We aim to maintain our EBITDA margin guidance of 12-14% for the upcoming quarters. Q : Did Gulf Oil Lubricants implement any significant price changes this quarter? A : CFO: We continuously evaluate margin management and competitive actions. While there were no major MRP changes this quarter, we adjust schemes and discounts as needed based on input costs.
Q : Can you provide the core lubricant volume figures for the quarter? A : CFO: The core lubricant volume for the quarter was 38,500 KL, with a growth of 7% year-on-year. Q : What is the growth outlook for the TCI business, and will it require additional investment? A : CFO: TCI, where we hold a 51% stake, aims to double revenues annually. Current capacity and working capital arrangements are sufficient for the next 1-2 years, so no major additional funding is required from Gulf Oil.
.
