Castrol India Q2 profit rises 44% QoQ; declares ₹6.25 interim dividend
Castrol India reported Q2 FY2026 net profit of ₹348 crore, up 43.6% sequentially, as revenue rose 21.1% to ₹1,871 crore. EBITDA grew 50% to ₹494 crore and margin expanded to 26.4%. The company declared an interim dividend of ₹6.25 per share, with August 11 as the record date.
What happened
Castrol India reported stronger Q2 FY2026 earnings, with profit up 43.6% sequentially to Rs 348 crore and revenue up 21.1%. EBITDA margin expanded to 26.4%. The
Key facts
- Q2 FY2026 net profit: Rs 348 crore, up 43.6% QoQ from Rs 242 crore
- Revenue from operations: Rs 1,871 crore, up 21.1% QoQ from Rs 1,545 crore
- EBITDA: Rs 494 crore, up 50% QoQ from Rs 329 crore
- EBITDA margin: 26.4%, versus 21.3% in the previous quarter
- Distribution network: approximately 1.5 lakh outlets
- Interim dividend: Rs 6.25 per share
- Dividend record date: August 11
- Recommended final dividend for 2025: Rs 5.25 per share
Why this matters
The sharp margin and profit acceleration reinforces Castrol India’s strategic value as a scaled, cash-generative automotive-lubricants platform amid evolving mobility demand.
What to watch
- Sequential volume growth versus price-led revenue growth.
- Base-oil and crude-price movements, plus INR/USD changes affecting imported inputs.
- Whether EBITDA margin remains above 25% in the next quarter.
- Management commentary on channel inventory, pricing actions and market-share trends.
- Capex, advertising and distribution-spend guidance following the strong profit print.
- Full-year dividend outlook and cash-flow conversion after the interim payout.
- Increase dealer, workshop and quick-lubrication channel incentives to convert earnings momentum into share gains.
- Accelerate premium-product mix, especially fully synthetic oils and commercial-vehicle lubricants, to defend pricing power.
- Use dividend signaling and cash strength to support expectations for a larger full-year shareholder return.
- Expand EV-thermal-management and specialized fluid offerings as long-term engine-oil demand faces structural pressure.