Company Overview
Savita Oil Technologies Ltd. presented its investor presentation for September 2026, highlighting Q1 FY27 financial performance and business updates.
Financial Highlights
Q1 FY27 Performance:
- Record quarterly revenue of ₹1,512.7 crore, representing 49.2% YoY growth from ₹1,013.6 crore in Q1 FY26
- Profit Before Tax of ₹386.6 crore, showing 434.7% YoY growth from ₹72.3 crore in Q1 FY26
- Profit After Tax of ₹288.1 crore, increasing 414.5% YoY from ₹56.0 crore in Q1 FY26
- EPS of ₹42.01 compared to ₹8.16 in Q1 FY26
- EBITDA of ₹396.7 crore with EBITDA margin of 26.2% versus 8.3% in Q1 FY26
- Revenue from operations stood at ₹1,479.8 crore compared to ₹989.1 crore in Q1 FY26
Comparative Performance:
- QoQ revenue growth of 22.0% from Q4 FY26 revenue of ₹1,239.4 crore
- Full-year FY26 revenue was ₹4,407.7 crore compared to ₹3,859.7 crore in FY25 (14.2% growth)
- FY26 PAT was ₹181.8 crore versus ₹113.2 crore in FY25 (60.6% growth)
Operational Performance
- Double-digit volume growth in Export and Lubricating Oil businesses YoY
- Domestic white oil sales recorded degrowth
- Middle East crisis created feedstock availability uncertainty and logistical challenges at ports, sharply impacting April volumes
- Volumes began normalizing after April
- Sharp rise in crude oil and refined product prices resulted in significant price increases in input feedstocks and across product portfolio
- Inventory gains were recorded during the quarter
Business Segments and Products
Product Portfolio:
1. Transformer Oils (TRANSOL brand) - mineral, natural and synthetic ester-based oils
2. White & Mineral Oils (TECHNOL and SAVONOL brands) and petroleum jellies (Savogel brand)
3. Formulated & Specialty Products
4. Automotive Oils - B2B and B2C segments (SAVSOL brand)
5. Industrial Oils - CMI segments
New Product Initiatives:
- Ester-based fluids gaining traction with several significant OEM approvals
- Developing innovative products for Data Centers, Energy Storage and Electric Vehicles
- SAVSOL Ester5 automotive lubricant range showing sales growth 4X of industry growth
- Synthetic ester-based, single-phase immersion coolant for EV batteries and BESS applications
- Glycol-based coolants for Direct Liquid Cooling applications under QuantiCool brand
Strategic Developments
- New multi-year partnership with Mahindra and Mahindra Limited [Automotive and Farm Equipment Business] to supply Mahindra Tractor Genuine Engine Oils under MStar brand
- Strategic focus on distribution expansion, premium offerings, capacity expansion, and branding
- Company maintains debt-free balance sheet
- Installed rooftop solar capacity of 2,061 kWp across 4 manufacturing facilities
- Zero liquid discharge facilities at all plants
Management Commentary
Mr. Gautam N. Mehra, Chairman and Managing Director, stated: "We are pleased to report a record quarterly performance... We expect the export demand to remain buoyant in the coming quarters as well. The Company's newly launched portfolio of Ester based fluids is rapidly gaining traction... we remain very optimistic about the future growth volumes for this range."
Corporate Structure
Board of Directors:
- Gautam Mehra, Chairman & Managing Director (B.E. Chem, MBA from UC Berkeley)
- Siddharth Mehra, Joint Managing Director (effective 1st October 2026) - B.Sc Technical Systems Management, MSc Management from LSE
- Kavita Nair, Independent Director
- Ravindra Pisharody, Independent Director (B.Tech IIT Kharagpur, PGDM IIM Calcutta)
- Hariharan Sunder, Independent Director
- Ajay Reche, Additional Director (Whole Time) - Head, Human Resources since August 2019
Corporate Social Responsibility
- Roof Top Solar Units at 4 plants with combined capacity exceeding 650 KWp
- Supporting Bandra Holy Family Hospital Society's Revive Heart Foundation Project
- Partnership with Akshay Patra Foundation providing mid-day meals to 7,000+ children at Silvassa
- Support for Shri Chaitanya Health and Care Trust for OPD Wing expansion at Bhaktivedanta Hospital