Castrol India Limited has released the complete transcript of its post-earnings call for Q4FY25, conducted on February 4, 2026. The transcript provides comprehensive insights into the company's financial performance and strategic outlook as discussed by senior management with analysts and investors.

Management Participation and Call Details

The earnings call was led by key executives including Mr. Saugata Basuray, Whole-Time Director and Interim Chief Executive Officer, and Ms. Mrinalini Srinivasan, Chief Financial Officer & Whole-Time Director. The session covered detailed discussions on the company's audited financial results for the quarter and year ended December 31, 2025.

Financial Performance Highlights

During the call, management reported strong financial results for FY25. Revenue from operations grew 7% year-on-year to ₹5,722 crores, while EBITDA increased 5% to ₹1,348 crores. The company achieved its eighth consecutive quarter of volume-led growth with 8% volume increase for the full year.

Strategic Business Updates

Management highlighted significant business developments including market share gains in core automotive lubricants, expansion of distribution network to over 150,000 outlets, and growth in industrial portfolio. The company launched close to 20 new products across automotive and industrial segments during the year.

Dividend Declaration and Regulatory Compliance

The Board recommended a final dividend of ₹5.25 per share, bringing total dividend for the year to ₹8.75 per share, representing approximately 91% payout ratio. The transcript disclosure was made pursuant to Regulation 30 and 46 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

The complete transcript is available on the company's website under the investor relations section, specifically under Investor Call Details for 2025 - Q4FY25 category, ensuring transparency and accessibility for all stakeholders.

Castrol India's management has revealed promising developments in the data center cooling solutions segment, announcing ongoing trials for specialized immersion coolants with enhanced technical collaboration across multiple facilities.

Global Technology Collaboration

The company is leveraging its global technology infrastructure to develop customized cooling solutions for the Indian market. This strategic approach combines expertise from Castrol's global tech center in the UK with local capabilities at the Patalganga facility to create products specifically tailored for Indian data center requirements.

Strategic Market Opportunity

Company executives emphasized that the data center cooling segment represents a substantial business opportunity going forward. This assessment reflects the growing demand for efficient cooling solutions as data centers continue to expand globally to support increasing digital infrastructure requirements.

Technology Development Approach

The immersion coolant technology being developed by Castrol India represents an advanced approach to data center thermal management. By utilizing both international expertise from the UK facility and local knowledge from Patalganga, the company aims to create solutions that address specific Indian market conditions and requirements.

The ongoing testing in India demonstrates Castrol India's commitment to diversifying its product portfolio and exploring emerging market segments beyond traditional automotive lubricants, positioning the company to capitalize on evolving industrial cooling requirements through strategic global-local collaboration.