Arthneeti

Arabian Petroleum Q1 FY27 Share Price & Earnings Call Analysis

₹110.95+1.84% today
Market cap
₹121 Cr
P/E
10.74
ROE
17.64%
PEG
0.33
Price to sales
0.32
Debt to equity
0.68
Sales growth (5Y)
27.80%
EBITDA margin
4.69%
Net profit margin
3.00%
Promoter holding
73.45%
Sales (last year)
₹375 Cr

Guidance scorecard · Q1 FY27 call

What Arabian Petrol.'s management guided
and where it ranks in Petroleum Products

#2of 10 in
Petroleum Products
Revenue20–40%MarginsUp 0–2%CapexPlannedFundraisingPlannedOrder bookWhat management said

RevenueQ3 FY26 call

20–40%
  • The company is targeting a top-line growth of about 20-25% CAGR in the coming years.
  • Expansion plans include increasing penetration in South and East India markets.
  • Growth will also be driven by export market expansion, handled by a dedicated team.
  • Addition of new product lines like Lavisa’s metalworking fluids and eco-friendly biodegradable lubricants is expected to drive sales.
  • New high-value products such as agriculture lubricant lines and extreme temperature fluids will contribute to growth.
  • Capacity utilization improvements and facility expansions (e.g., Ambarnath plant) will support volume increases.

2 more points from Arabian Petrol.'s call on revenue

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Full Q3 FY26 analysis

MarginsQ3 FY26 call

Up 0–2%

See what Arabian Petrol. said on margins — free account, 30 seconds.

Full Q3 FY26 analysis

CapexQ3 FY26 call

Planned
  • The company is undertaking expansion at its Ambarnath facility to de-bottleneck capacity, aiming to increase utilization and improve operational efficiencies; currently around 70% utilized.
  • Certain parts of capital expenditure will be funded through internal accruals.
  • For large-scale new infrastructure projects (capex around ₹20-25 crores), internal accruals may not suffice, so external funding options including bank loans are being considered; banks have indicated support for additional funding.
  • Plans include consolidating multiple warehouses in the North region into a single cost-effective, service-oriented facility.
  • Backward integration initiatives started with in-house ester production, expanding product lines beyond lubricants.

2 more points from Arabian Petrol.'s call on capex

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Full Q3 FY26 analysis

FundraisingQ3 FY26 call

Planned

See what Arabian Petrol. said on fundraising — free account, 30 seconds.

Full Q3 FY26 analysis

Order bookQ3 FY26 call

  • The company expects bigger tenders to come in July or August, aiming to participate and secure substantial orders.
  • These tenders are significant in quantum and represent growth opportunities.
  • The company engages in diverse segments within the defense and government space, including ordnance factories and entities like Munitions India Limited and Yantra India Limited.
  • Recent developments include projects for the Ordnance Factory in Warangal and even ISRO, demonstrating ongoing participation in government-initiated projects.

2 more points from Arabian Petrol.'s call on the order book

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Full Q3 FY26 analysis
Full Petroleum Products ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Petroleum Products
on management's own guidance

  1. This stockArabian Petrol.Good growth
    2
  2. Continental Petroleums LtdGood growth
    1
  3. Gulf Oil Lubricants India LtdModerate growth
    3
See all potential multibaggersAll Petroleum Products rankings

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Petroleum Products companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
1Continental Petroleums Ltd20–40%Up 2%+₹70 Cr20.7
2Arabian Petrol.This stock20–40%Up 0–2%₹114 Cr10.1
3Gulf Oil Lubricants India Ltd10–20%Up 0–2%₹5,402 Cr13.6
410–20%Flat₹16.39L Cr21.9
510–20%Flat₹1.84L Cr5.5
610–20%Flat₹30,270 Cr7.3

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Pro shows every company guiding 40%+ revenue growth →Full Petroleum Products ranking

Financials of Arabian Petrol.

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of Arabian Petrol.

Quarterly Results

Quarter-by-quarter operating performance

No quarterly results data available for this company yet.

Financials of Arabian Petrol.

Profit & Loss

Annual income statement trend

Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025TTM
Sales +7884110191243262285321
Expenses +7578104182233247269304
Operating Profit35689141617
OPM %4%6%6%4%4%5%6%5%
Other Income +00011-001
Interest11123333
Depreciation11111221
Profit before tax2446691214
Tax %28%25%26%29%26%26%25%
Net Profit +133457911
EPS in Rs64.00140.50144.0020.705.906.258.379.67
Dividend Payout %0%0%0%0%0%0%0%

Financials of Arabian Petrol.

Balance Sheet

Capital structure and asset base

Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Sep 2025
Equity Capital22228111111
Reserves58111514384753
Borrowings +1317222938352837
Other Liabilities +1111152516152016
Total Liabilities323750717799107117
Fixed Assets +5101098131212
CWIP00025000
Investments00000011
Other Assets +26284161648694104
Total Assets323750717799107117

Financials of Arabian Petrol.

Cash Flows

Operating, investing and financing cash movement

Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Cash from Operating Activity +-03-4-3-2-912
Cash from Investing Activity +-1-5-2-3-4-1-1
Cash from Financing Activity +1346614-10
Net Cash Flow-01-10031
Free Cash Flow-1-2-5-6-6-1012
CFO/OP18%76%-40%-19%-5%-48%95%

Financials of Arabian Petrol.

Ratios

Working capital efficiency and return ratios

Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Debtor Days82757655516159
Inventory Days39466664465454
Days Payable54515240231820
Cash Conversion Cycle67709079749893
Working Capital Days12102315164553
ROCE %20%17%19%17%19%19%

Guidance history

How Arabian Petrol.'s guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q3 FY26 call →20–40%Up 0–2%PlannedPlanned—
Q2 FY26 call →10–20%Up 0–2%PlannedNone plannedRising

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

Continue your research

What Arabian Petrol.'s management said in earlier quarters

Others in Petroleum Products this season

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    Revenue from Operations (Quarter ended 30.09.2026, Consolidated):** ₹2,68,039.38 Crore, up from ₹2,06,447.11 Crore in Q3 2025 (YoY increase of ~29.9%). Key…

  • Gulf Oil Lubricants India Ltd (Q2 FY27)

    42,264.49 lakhs (approximately 44% increase) . Key results statement takeaways from Gulf Oil Lubricants India Ltd's Q2 FY27 results statement — and how it ranks

  • Kotyark Industries Ltd (Q2 FY27)

    1,240.77 Lakhs (about 22.62%). Key results statement takeaways from Kotyark Industries Ltd's Q2 FY27 results statement — and how it ranks against sector peers.

  • Gandhar Oil Refinery (India) Ltd (Q2 FY27)

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