Gabriel India Limited , a leading auto component manufacturer, has reported strong financial performance for the first half of fiscal year 2026 (H1 FY26), along with several strategic initiatives to bolster its market position.

Financial Highlights

Gabriel India achieved consolidated revenue of Rs. 22,787.00 million in H1 FY26, marking a robust 14.7% year-over-year growth. The company's EBITDA stood at Rs. 2,246.00 million with a healthy margin of 9.9%, while Profit After Tax (PAT) reached Rs. 1,310.00 million, representing a 5.8% margin.

Strategic Partnerships and Expansions

Gabriel India has made significant strides in expanding its business through strategic partnerships:

1. Joint Venture with Jinhap Korea: The company is investing Rs. 268.00 million for a 51% stake in a new joint venture focused on the fasteners business.

2. Collaboration with SK Enmove: A 49:51 joint venture has been formed with SK Enmove for lubricants and functional fluids, with Gabriel India infusing Rs. 294.00 million.

3. Revised Sunroof Joint Venture: The company has updated its arrangement with Inalfa for the sunroof business, where Inalfa will hold 35% and Gabriel 65% in Inalfa Gabriel Sunroof Systems Private Limited (IGSSPL).

4. Capacity Expansion: Gabriel completed the acquisition of additional manufacturing capacity through the Chakan-2 plant from Marelli Motherson Auto Suspension, adding 3.2 million shock absorbers and 1 million gas springs to its annual production capability.

Segment Performance

The company reported growth across various segments:

• Two-wheeler and Three-wheeler: 13.6% year-over-year growth
• Passenger Vehicles: 12.3% year-over-year growth
• Commercial Vehicles: 32% year-over-year growth (including a 57.7% increase in the railways segment)

Export and Aftermarket Growth

Gabriel India's export sales grew impressively by 59.5% year-over-year, while the aftermarket business saw an 8.5% increase. The company launched 156 new SKUs in H1 FY26, focusing on B & C class towns domestically and expanding its presence in Latin American, Australian, and African markets.

Financial Position

The company maintains a strong financial position with a net cash balance of Rs. 2,896.00 million as of September 30, 2025. Capital expenditure for H1 FY26 amounted to Rs. 1,083.00 million, primarily directed towards growth initiatives, including the Chakan-2 plant expansion.

Dividend Announcement

The Board of Directors has declared an interim dividend of Rs. 1.90 per share for the period ended September 30, 2025, with November 21, 2025, set as the record date.

Gabriel India's Managing Director, Atul Jaggi, commented on the results, stating, "Our strong performance in H1 FY26 reflects the success of our strategic initiatives and robust demand across segments. The new partnerships and capacity expansions position us well for sustained growth in the evolving automotive landscape."

As Gabriel India continues to strengthen its market presence and diversify its product portfolio, the company appears well-positioned to capitalize on the growing opportunities in the auto component sector.

Gabriel India Limited , a leading auto component manufacturer, has announced its financial results for the second quarter and half-year ended September 30, 2025, showcasing strong performance across key metrics.

Financial Highlights

The company reported consolidated revenue from operations of Rs. 11,803.00 million for Q2 FY26, marking a 14.90% year-on-year growth. The half-yearly revenue stood at Rs. 22,787.00 million, up by 15.50% compared to the same period last year.

Gabriel India's profitability also saw significant improvement:

• Q2 FY26 EBITDA increased by 17.70% YoY to Rs. 1,162.00 million, with an EBITDA margin of 9.80%.
• Profit Before Tax (PBT) for Q2 FY26 grew by 10.70% YoY to Rs. 910.00 million.
• Net Profit After Tax (PAT) for Q2 FY26 rose to Rs. 690.00 million, a 9.70% increase from the previous year.

Interim Dividend Declaration

The Board of Directors has declared an interim dividend of Rs. 1.90 per share for FY26. The record date for dividend payment is set for November 21, 2025, with the payout scheduled on or before December 11, 2025.

Operational Performance

Gabriel India continued to strengthen its market position across various segments:

Strategic Developments

The company made several strategic moves during the quarter:

1. Revised Joint Venture Agreement: Gabriel India is set to revise its joint venture structure with Inalfa Roof Systems Group B.V. for Inalfa Gabriel Sunroof Systems Private Limited (IGSSPL), subject to regulatory approvals. The new structure proposes a 65:35 shareholding between Gabriel India and Inalfa.

2. Asset Acquisition: The company completed the acquisition of identified assets from Marelli Motherson Auto Suspension Parts Private Limited on April 1, 2025, enhancing its manufacturing capabilities for shock absorbers, struts, and gas dampers.

3. Joint Ventures: Gabriel India entered into joint venture agreements with Jinhap Korea for fasteners and SK Enmove for lubricants and functional fluids, diversifying its product portfolio and market reach.

Aftermarket and Export Performance

The aftermarket segment showed resilience with an 8.50% YoY sales growth in H1 FY26. The company launched 156 new SKUs and introduced a new product line for three-wheeler trailing arms.

Exports continued to be a focus area, with the company actively pursuing opportunities in Latin American, Australian, and African markets.

Management Commentary

Atul Jaggi, Managing Director of Gabriel India Limited, stated, "Our Q2 and H1 FY26 results reflect the company's robust performance and strategic initiatives. The strong growth across all segments, coupled with our expansion into new product categories through joint ventures, positions us well for sustained growth. We remain committed to innovation, operational excellence, and creating value for our stakeholders."

Outlook

With a strong order book, strategic acquisitions, and joint ventures in place, Gabriel India is well-positioned to capitalize on the growing demand in the auto component sector. The company's focus on electric vehicle components and expansion into new product categories is expected to drive future growth.

As Gabriel India continues to strengthen its market position and diversify its product portfolio, it remains an attractive proposition for investors looking for exposure to the Indian auto component sector.

Note: All financial figures are in Indian Rupees (INR) and are on a consolidated basis unless otherwise stated.