Castrol India Delivers Record-Breaking Q4 with ₹14.4B Revenue, ₹2.45B Profit & ₹5.25 Dividend Boost

Key Highlights

• Revenue Surge: Q4 revenue from operations soared to ₹14.40 billion (₹1,440 crore), the highest in 20 years, up 6% YoY, fueled by 8% volume growth in automotive and industrial segments.
• Profit Strength: December quarter PAT stood at ₹2.45 billion (₹245 crore), reflecting resilient margins despite raw material pressures; full-year PAT neared ₹950 crore.
• ​Dividend Payout: Final dividend of ₹5.25 per share declared, bringing FY25 total to ₹8.75, signaling strong cash flows of ₹1,090 crore.
• Outlook Positive: Management eyes supply chain localization, rural expansion, and premium products for sustained growth in India's competitive lube market.

Analysis
Castrol India's performance highlights its market leadership as BP's subsidiary, capitalizing on two-wheeler (up 3%) and commercial vehicle (up 1.2%) sales. EBITDA dipped slightly YoY in Q4 but margins held at ~23.6% annually, with equity dip tied to payouts. Investors note competitive risks but laud execution.

Sources: Whalesbook, Business Standard, Reuters, NDTV Profit, Castrol Official