Gabriel India Limited · NSE:GABRIEL
Gabriel India — Q2 FY27 Earnings Presentation
29 slides from Gabriel India's earnings presentation, Oct 31, 2026
Slide 1: Exchange intimation letter under Regulation 30(2)
Date: October 31, 2026 BSE Limited National Stock Exchange of India Limited 25th Floor, P. J. Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Bandra (E), MUMBAI – 400 001 Mumbai – 400 051 (SCRIP Code: 505714) (Company Code: GABRIEL) (SCRIP Code: 978149) Sub: Disclosure under Regulation 3
Slide 2: Gabriel India Limited Investor Presentation October 2026
Gabriel India Limited Gabriel India Limited Investor Presentation October 2026 01
Slide 3: Safe Harbour
This presentation and the accompanying slides (the “Presentation”), has been prepared by Gabriel India Limited (the “Company”), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or SAFE HARBOUR SAFE subscribe for any securities, and shall not f
Slide 4: Table of Contents
TABLE OF CONTENTS TABLE OF CONTENTS 01 Q2 & H1 FY27 Consolidated Result 02 Q2 & H1 FY27 Standalone Result 03 Entity Overview 03
Slide 5: Q2 & H1 FY27 Consolidated Result Update
Q2 H1 FY27 CONSOLIDATED RESULT UPDATE Q2 & H1 FY27 CONSOLIDATED RESULT UPDATE 04
Slide 6: Representation of Gabriel India
REPRESENTATION OF GABRIEL INDIA REPRESENTATION OF GABRIEL INDIA GIL Q1 FY27 Performance Majority Stake 1. 23.9% will continue to held by JV partner CY Myutec IGSS* GEEC Co. Ltd, South Korea Sunroof R&D Inalfa Roof Systems, Netherlands Belgium 2. 49% held by JV partner Jinos Co. Ltd., South Korea Pub
Slide 7: JV between Gabriel and Forvia
JV BETWEEN GABRIEL AND FORVIA About FORVIA Large global player in Tier 1 automotive components - Operates in 6 business segments: Seating, Interiors, Electronics, Clean Mobility, Lighting , Lifecycle solutions - Long standing JV with Anand Group in India for Clean Mobility - World’s largest producer
Slide 8: Details of the Transaction
DETAILS OF THE TRANSACTION - JV between Gabriel India Ltd. (GIL) and Forvia to enter the business of manufacturing PV seat structures and complete seats in India - JVA was signed in Paris, France on 6th October 2026 - GIL holds 50% less 1 share in the JV (entity incorporated on 19th October 2026) Ra
Slide 9: Consolidated Financial Highlights – Q2 & H1 FY27
CONSOLIDATED FINANCIAL HIGHLIGHTS – Q2 H1 FY27 CONSOLIDATED FINANCIAL HIGHLIGHTS – Q2 & H1 FY27 Revenue (Rs. Mn) and Revenue Growth (%) EBITDA (Rs. Mn) and EBITDA Margin (%) PBT (Rs. Mn) and PBT Margin (%) YoY=22.9% 9.6% 8.7% 8.8% 9.9% 9.3% 9.2% QoQ=12.8% YoY=11.9% YoY=13.9% Quarterly QoQ=11.2% Note
Slide 10: Standalone Financial Highlights – Q2 & H1 FY27
STANDALONE FINANCIAL HIGHLIGHTS – Q2 H1 FY27 STANDALONE FINANCIAL HIGHLIGHTS – Q2 & H1 FY27 Revenue (Rs. Mn) and Revenue Growth (%) EBITDA (Rs. Mn) and EBITDA Margin (%) PBT (Rs. Mn) and PBT Margin (%) YoY=22.7% 8.8% 8.4% 8.2% 7.2% 7.8% 6.3% QoQ= 9.8% YoY=14.6% YoY=7.4% Quarterly QoQ= -11.3% QoQ=7.2
Slide 11: Standalone Financial Track Record
STANDALONE FINANCIAL TRACK RECORD STANDALONE FINANCIAL TRACK RECORD Revenue (Rs. Mn) EBITDA (Rs Mn) & EBITDA Margin (%) PBT(Rs Mn) & PBT Margin (%) +15.5% CAGR +25.6% CAGR +25.9% CAGR 8.8% 8.9% 9.2% 7.5% 7.8% 7.8% Note: - 8.3% 7.0% 7.2% 6.0% 45,773 36,433 a. Post the approval of Composite Scheme of
Slide 12: Standalone Key Ratios
STANDALONE KEY RATIOS STANDALONE KEY RATIOS Note: - Return on Equity (ROE) (%) Return on Assets (ROA) (%) Dividend (Rs/share) a. Post the approval of Composite Scheme of Note: - Arrangement involving merger of Anchemco India Pvt Ltda.with PostAsia the Investments approval of Composite Private Scheme
Slide 13: Standalone Revenue Mix (Including Fluid Business)
STANDALONE REVENUE MIX (INCLUDING FLUID BUSINESS) STANDALONE REVENUE MIX (INCLUDING FLUID BUSINESS) Segment Mix Channel Mix Aftermarket Mix 63% 19% 91% 38% Q2 FY27 17% Q2 FY27 33% 1% 9% Q2 FY27 8% 12% 8% 58% 20% 88% 37% Q1 FY27 21% Q1 FY27 29% 1% 12% Q1 FY27 14% 12% 8% 60% 22% 41% Q2 FY26 89% 32% 18
Slide 14: Standalone Balance Sheet
STANDALONE BALANCE SHEET STANDALONE BALANCE SHEET Assets (Rs. Mn) Sep-26 Mar-26 Mar-25 Equity and Liabilities Sep-26 Mar-26 Mar-25 (Rs. Mn) Non-current Assets 41,771 9,798 6,179 34,218 14,521 11,567 Equity 15,505 13,948 11,681 Non-Current Liabilities 14,339 1,283 350 Current Assets Current Liabiliti
Slide 15: Elevating Global Presence Through Exports (Standalone)
ELEVATING GLOBAL PRESENCE THROUGH EXPORTS (STANDALONE) Export Revenues (Rs. Mn) and % to Revenues 3% 3% 3% 2% 3% 3% 3% 3% 3% 4% 4% 3% 4% 379 ASIA 360 349 341 321 307 304 AMERICA EUROPE 285 281 237 234 232 196 INDIA Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 FY24-25 FY25-26 FY26-27 AFRICA LATIN AMERICA E
Slide 16: Trusted by India's Mobility
TRUSTED BY INDIA’S MOBILITY TRUSTED BY INDIA’S MOBILITY 15
Slide 17: GIL Suspension Performance Across Segments
GIL SUSPENSION PERFORMANCE ACROSS SEGMENTS GIL SUSPENSION PERFORMANCE ACROSS SEGMENTS Segment H1FY27 Market Performance H1FY27 GIL Performance New Programs and SOP Top Customers Total Sales contribution Market Share (As per SIAM) 2W/ 3W 2W Industry: 19.5% YoY growth (including - Sales: 25.4 % YoY gr
Slide 18: Well-Entrenched Among All Emerging Segment Players
WELL– ENTRENCHED AMONG ALL EMERGING SEGMENT PLAYERS WELL– ENTRENCHED AMONG ALL EMERGING SEGMENT PLAYERS 2W/ 3W EV Players Utility Vehicles/ SUV-Coupe GIL H1 FY27 Performance GIL H1 FY27 Performance 61% 66% GIL E2W market Share of utility share at 61% vehicle sales in GIL PV business 11% 24% E2W -E3W
Slide 19: Aftermarket (Suspension Business)
AFTERMARKET (SUSPENSION BUSINESS) AFTERMARKET (SUSPENSION BUSINESS) Aftermarket Sales (Rs. Mn) H1 FY27 Performance and Outlook: Allied 13% +7.9% CAGR • Launched new product line- Wiper Blades for PC & 3W • Launched 100 SKU’s in H1 FY27. 4,870 4,497 4,192 3,876 • Major focus in B & C class towns. 2,3
Slide 20: Integrating Excellence
INTEGRATING EXCELLENCE INTEGRATING EXCELLENCE 19
Slide 21: Entity Wise Information
ENTITY WISE INFORMATION ENTITY WISE INFORMATION Dana Anand India Henkel Anand India - The company is involved in development and manufacturing drivetrain products including transmission for EVs and automotive OEMs of utility vehicles and commercial vehicles, off-highway and the related aftermarket -
Slide 22: Entity Wise Information
ENTITY WISE INFORMATION ENTITY WISE INFORMATION Anand CY Myutec Inalfa Gabriel Sunroof Systems - Established in 1992 as a JV with CY Myutec, South Korea . It is involved in manufacturing automotive - Established in 2023 as a JV with Dutch based Inalfa Roof Systems . It is involved in manufacturing s
Slide 23: HL Mando Anand Financial Overview
HL MANDO ANAND FINANCIAL OVERVIEW HL MANDO ANAND FINANCIAL OVERVIEW About theCompany Company Overview Particulars (Rs. Crore) 2025 2026 Revenue from Operations 5,425 5,886 - JV between HL Mando Corporation, Korea and AIPL (~71:29) established in 1997. EBITDA 628 588 - Leading manufacturer of high pe
Slide 24: HL Klemove Financial Overview
HL KLEMOVE FINANCIAL OVERVIEW HL KLEMOVE FINANCIAL OVERVIEW About theCompany Company Overview Particulars (Rs. Crore) 2025 2026 Revenue from Operations 800 1,049 - JV between HL Klemove Corp, Korea and GIL. Resultant Shareholding of GIL at 29.99%. EBITDA 61 80 - Entry into ADAS and automotive electr
Slide 25: Engineering the Edge of Tomorrow
ENGINEERING THE EDGE OF TOMORROW ENGINEERING THE EDGE OF TOMORROW 24
Slide 26: Sustainability Mission
SUSTAINABILITY MISSION SUSTAINABILITY MISSION SUSTAINABILITY 25
Slide 27: Corporate Social Responsibility
CORPORATE SOCIAL RESPONSIBILITY CORPORATE SOCIAL RESPONSIBILITY The SNS Foundation (SNSF), established in 1976, serves as the CSR arm of the ANAND Group and operates as an independent non-profit organization. It aligns its initiatives with the United Nations’ Sustainable Development Goals (SDGs), fo
Slide 28: Board of Directors
BOARD OF DIRECTORS BOARD OF DIRECTORS Anjali Singh Mahendra K Goyal Atul Jaggi Executive Chairperson, Group CEO & Managing Director Gabriel India Managing Director (Ride Control) Mahua Acharya Pallavi Joshi Bakhru BVR Subbu Non-Executive Non-Executive Non-Executive Independent Director Independent D
Slide 29: For Further Information, Please Contact
FOR FURTHER INFORMATION, PLEASE CONTACT: Company: Investor Relations Advisors : Gabriel India Ltd. Strategic Growth Advisors Pvt. Ltd. CIN : L34101PN1961PLC015735 CIN : U74140MH2010PTC204285 [email protected] Mr. Jigar Kavaiya / Neha Shroff [email protected]/ [email protected] +91-