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Gabriel India Ltd

Q4 FY26Auto Components

Gabriel India Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price1,421
Market cap₹22.8K Cr
P/E63.3
Updated23 Aug 2026
Read4 min read

The short version

Major revenue from 2-wheelers, with strong new product launches expected around the festival season (Ganesh festival to Diwali) in FY27. Gabriel India anticipates continued strong volume growth, particularly in the 2-wheeler segment with new product launches concentrated around festival seasons (Q3 and Q4).

From Gabriel India Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

- Major revenue from 2-wheelers, with strong new product launches expected around the festival season (Ganesh festival to Diwali) in FY27. - Projections for 2-wheeler volumes from all customers, including TVS, are strong for May, June, July, and the festival season, barring prolonged geopolitical conflicts. - Q2 FY27 expected start of production with Hero MotoCorp, adding to volume growth. - Continuous development of 5 new 2-wheeler models with phased launches in this year and next. - Commercial Vehicles (CV) segment is also doing well with positive outlook from major OEMs like Maruti and Mahindra. - Capex planned in FY27 for standalone between INR160-190 crores to support growth. - Aftermarket and export businesses remain growth opportunities despite short-term challenges. - Semiconductor product developments progressing with new customers in 2-wheeler and passenger car segments. - Sunroof business sees new opportunities but with some YoY and Q-on-Q revenue dips. Overall, volume and revenue growth outlook for FY27 is positive and robust.

Profitability & Margins

See what Gabriel India Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • FY26 capex for standalone business was approximately INR 190 crores.
  • FY27 capex outlook for standalone business is estimated between INR 160 crores to INR 190 crores.
  • Consolidated capex outlook, including new entities from Project Rise, will be clearer post-audit completion around mid-June 2026.
  • The company aims to maintain asset turnover in line with past performance.
  • Capex for FY27 is targeted around INR 150 crores to INR 180 crores to support growth.
  • Integration of 4 merger entities is underway, with financial audits expected to conclude by mid-June 2026.
  • No specific additional inorganic capex or strategic investments mentioned for now; further updates expected post Q1 FY27.
  • New product development and launches, especially in 2-wheelers and sunroofs, imply ongoing R&D-related investments.

Top-ranked in Auto Components

Ranked on what management guided this quarter

5x potential
1Divgi Torq
Rev 1Mar 3
2OBSC Perfection
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 2Mar 1
5
Rev 2Mar 1
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Gabriel India Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • Major revenue comes from the 2-wheeler segment, with strong order projections from all customers, including TVS.
  • New product launches typically occur from Ganesh festival to Diwali; recent launches include ABS versions (e.g., Suzuki).
  • Volume projections for May, June, and July are positive, with an expected boost during the festival season.
  • OEMs remain bullish, focusing on streamlining supplies to maximize output.
  • If the ongoing war persists long-term, demand outlook might require reassessment.
  • On the CV side, outlook is optimistic with positive projections from Maruti, Mahindra, and others.
  • On semi-active products: developments ongoing with two 2-wheeler customers (LOIs received), passenger car side is in POC stage but no formal LOI yet.
  • Sunroof segment has recent wins with Korean customers and ongoing RFQs with Indian customers; ramp-up expected from Q2 FY27 (Hero MotoCorp business).

Gabriel India Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹1.1K Cr, net profit ₹61 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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Frequently Asked Questions

What were Gabriel India Ltd Q4 FY26 results?

Major revenue from 2-wheelers, with strong new product launches expected around the festival season (Ganesh festival to Diwali) in FY27. Gabriel India anticipates continued strong volume growth, particularly in the 2-wheeler segment with new product launches concentrated around festival seasons (Q3 and Q4).

What is Gabriel India Ltd share price analysis?

Gabriel India Ltd currently shows a neutral. The stock trades at a P/E of 63.3 with a market cap of ₹22,806 Cr. Investors should review the full earnings analysis for detailed insights.

Is Gabriel India Ltd planning capital expenditure?

FY26 capex for standalone business was approximately INR 190 crores.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.