Castrol India Limited has published its audited financial results for the quarter and year ended December 31, 2025, showing mixed performance with revenue growth offset by margin pressures. The lubricants manufacturer demonstrated resilience in top-line growth while facing profitability challenges in a competitive market environment.

Financial Performance Overview

The company's quarterly performance reflects the ongoing dynamics in the lubricants sector. Revenue from operations reached ₹1,439.92 crore for Q3 FY26, representing a 6.36% increase from ₹1,353.89 crore in the corresponding quarter of the previous year. However, profitability metrics showed pressure with net profit declining to ₹244.67 crore from ₹271.39 crore year-on-year.

Annual Performance Highlights

For the full year ended December 31, 2025, Castrol India reported revenue from operations of ₹5,721.50 crore compared to ₹5,364.85 crore in the previous year, marking a 6.65% annual growth. Net profit after tax for the year stood at ₹949.93 crore against ₹927.23 crore in the previous year, showing a 2.45% increase.

Dividend Declaration and Corporate Actions

The Board of Directors has recommended a final dividend of ₹5.25 per share for the financial year, compared to ₹9.50 per share in the previous year (which included a special dividend of ₹4.50 per share). This final dividend is in addition to the interim dividend of ₹3.50 per share already paid during the year. The record date for the final dividend has been set as March 23, 2026, with payment scheduled on or before April 27, 2026.

Regulatory and Operational Updates

The company has recognized an exceptional item of ₹22.53 crore related to incremental estimated obligations under the New Labour Codes notified by the Government of India, effective November 21, 2025. This regulatory-driven impact reflects the company's compliance with evolving labor regulations and their financial implications on employee-related provisions.

Strategic Developments

In December 2025, bp plc, the ultimate holding company, announced an agreement to sell a 65% shareholding in Castrol's global lubricants business to Stonepeak at an enterprise value of approximately USD 10 billion, subject to legal clearances. Under this arrangement, bp will retain a 35% minority interest, with transaction completion expected by the end of 2026, subject to customary approvals.

Castrol India Limited has announced its post-earnings conference call schedule for the fourth quarter and full year FY25 results. The company informed stock exchanges through a regulatory filing under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, regarding the upcoming investor interaction.

Conference Call Schedule

The post-earnings call with analysts and investors has been scheduled for the following details:

The conference call will take place following the adoption of financial results by the Board of Directors at its meeting scheduled for Tuesday, February 3, 2026.

Management Participation

The management team will be represented by key executives during the conference call:

• Mr. Saugata Basuray: Wholetime Director & Interim Chief Executive Officer
• Ms. Mrinalini Srinivasan: Chief Financial Officer & Wholetime Director

The call will include a brief management discussion covering operational and financial performance along with strategic initiatives, followed by an interactive question and answer session with participants.

Access Information

The company has provided multiple dial-in numbers for participants across different regions:

Participants can also access the call through a direct registration link provided by the company for streamlined participation.

Regulatory Compliance

Castrol India emphasized its commitment to regulatory compliance by noting that no unpublished price sensitive information pertaining to the company will be shared during the earnings call or meetings with analysts and institutional investors. Any presentation materials will be made available on the company's website and communicated to the stock exchanges as per standard practice.

The company also mentioned that the schedule is subject to potential changes due to unavoidable circumstances or exigencies, ensuring transparency in its communication with stakeholders.