Arabian Petroleum Limited · NSE:ARABIAN
Arabian Petroleum — Investor Presentation (September 2026)
33 slides from Arabian Petroleum's investor presentation, Sep 4, 2026
Slide 1: Exchange cover letter for investor presentation
Date: 02/09/2026 To, National Stock Exchange of India Limited Exchange Plaza, Plot No. C/1, G Block, Bandra Kurla Complex, Bandra East, Mumbai-400051 Trading Symbol: ARABIAN SUB: Investor Presentation Dear Sir/Madam, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Ob
Slide 2: Investor Presentation – FY26
ARABIAN PETROLEUM LIMITED Investor Presentation – FY26 Engineering Advanced Lubrication Solutions for Industrial and Automotive Applications
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the Presentation), which have been prepared by Arabian Petroleum Limited solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, & shall not form the basis or
Slide 4: Company Overview
Company Overview
Slide 5: Arabian Petroleum Limited At A Glance
Arabian Petroleum Limited At A Glance Established in 2006, Arabian Petroleum Ltd. is a Mumbai-headquartered manufacturer of industrial and automotive lubricants, supplying specialized lubrication solutions across automotive, engineering, manufacturing, infrastructure, and other industrial sectors. B
Slide 6: A Journey of Growth, Innovation and Expansion
A Journey of Growth, Innovation and Expansion Commenced Shifted Entered private-label Established the second Listed on the NSE, Established the operations as manufacturing manufacturing for manufacturing facility in received OEM approval wholly owned Arabian operations to an industrial and Ambernath
Slide 7: Diversified Presence Across Industrial and Automotive Lubricants
Diversified Presence Across Industrial and Automotive Lubricants Industrial Lubricants Automotive Lubricants APL provides specialised lubricants designed to improve Under its automotive portfolio, the Company offers four-stroke machinery performance, minimise mechanical wear, prevent engine oils, pa
Slide 8: Product Innovation Across Specialised Applications
Product Innovation Across Specialised Applications 01 Arzol Cutmaster Series 04 Arzol Rust Coat WB Series Next-generation semi-synthetic fluids formulated with ester-based, Water-based emulsion-forming rust preventive designed to provide long- shear-activated emulsion technology for machining applic
Slide 9: Manufacturing & Testing Capabilities
Manufacturing & Testing Capabilities Existing Instrument Portfolio Density Meters Aniline Point Testers Viscosity Baths (40°C & 100°C) Auto Viscometers pH Meters & Potentiometers Four Ball Testers Flash Point Testers (COC, Abel, PMCC) Muffle Furnaces Cold Cranking Instruments Expansion — Advanced In
Slide 10: Diversified Business Model Across Multiple Revenue Streams
Diversified Business Model Across Multiple Revenue Streams Six revenue streams spanning branded lubricants, private label, tenders, exports, and process oils. 01 Industrial Segment 04 Automotive Segment — Arzol Specialized industrial lubricants for machinery performance, wear protection, and Engine,
Slide 11: Geographical Footprint
Geographical Footprint MARKETS SERVED MARKETS SERVED NATIONALLY INTERNATIONALLY Europe North Asia America Africa South Australia EXPORTS TO 30+ COUNTRIES Investor Presentation – FY26 10
Slide 12: Industries Served
Industries Served Arabian Petroleum supplies lubrication solutions across a diversified set of industries: Automotive Engineering Metalworking Steel Mining Cement Power generation Defence and Railways aerospace Chemicals Pharmaceuticals Textile Pulp and paper Plastics Packaging Dairy and food Lift a
Slide 13: Clientele
Clientele Investor Presentation – FY26 12
Slide 14: Strategic Subsidiaries Expand the Addressable Market
Strategic Subsidiaries Expand the Addressable Market Arzol Petroleum Trading FZE Lavisa Technologies Private Limited Wholly Owned Subsidiary | Dubai, UAE Majority-Owned Subsidiary | Specialty Metalworking Lubricants Established in 2025 and headquartered in the Jebel Ali Free Zone, Arzol Petroleum Tr
Slide 15: Nanotechnology-Enabled Advanced Lubrication Solutions
Nanotechnology-Enabled Advanced Lubrication Solutions WHAT IT DELIVERS Strategic Technology Tie-Up — Xado, Ukraine Improved Fuel Efficiency Lower internal friction cuts fuel consumption per km • Exclusive licensed tie-up with Xado, a globally recognized Ukrainian nanotechnology company • Licensed to
Slide 16: Certifications & Accreditations
Certifications & Accreditations Investor Presentation – FY26 15
Slide 17: Industry Overview
Industry Overview
Slide 18: Market Positioning
Market Positioning India’s lubricant market is estimated at approximately 5.77 billion litres in 2026, compared with 5.60 billion litres in 2025. The market is projected to reach 6.73 billion liters by 2031, growing at a CAGR of 3.12%. Overall market mix: Automotive lubricants: 54.15% Industrial lub
Slide 19: Financial Highlights
Financial Highlights
Slide 20: Financial Highlights (Consolidated)
Financial Highlights (Consolidated) (₹ in Lakhs, unless stated) • FY26 vs FY25 Revenue from Operations EBITDA PAT 41,327 2,011 1,122 1,739 908 28,525 FY25 FY26 FY25 FY26 FY25 FY26 +44.9% YoY +15.6% YoY +23.5% YoY Investor Presentation – FY26 19
Slide 21: Standalone Financial Performance
Standalone Financial Performance (₹ in Lakhs, unless stated) • FY26 vs FY25 Revenue EBITDA PAT 37,542 2,011 1,126 1,743 912 28,525 FY25 FY26 FY25 FY26 FY25 FY26 +31.6% YoY +15.4% YoY +23.4% YoY Investor Presentation – FY26 20
Slide 22: H2 FY26 Consolidated Profit & Loss Statement
H2 FY26 Consolidated Profit & Loss Statement (₹ in Lakhs, except EPS) Particulars H2 FY26 H1 FY26 H2 FY25 Revenue from Operations 23,166.74 18,160.63 14,619.31 Other Income 144.57 109.74 44.66 Total Income 23,311.31 18,270.37 14,663.97 Total Expenditure 22,591.03 17,477.10 13,998.89 Depreciation 78.
Slide 23: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement (₹ in Lakhs, except EPS) Particulars FY26 FY25 Revenue from Operations 41,327.37 28,524.66 Other Income 254.31 102.94 Total Income 41,581.68 28,627.60 Total Expenditure 40,068.13 27,337.05 Depreciation 146.39 149.86 Interest 350.73 298.35 EBITDA 2,010.67 1,738.76
Slide 24: Consolidated Balance Sheet
Consolidated Balance Sheet Equities & Liabilities FY26 FY25 Assets FY26 FY25 Equity 1,089.20 1,089.20 Non-Current Assets Reserves 5,842.25 4,726.94 Fixed Assets 1,283.52 1,186.37 Net Worth 6,930.94 5,816.14 Long Term Loans & Advances 37.24 37.24 Non-Current Liabilities Deferred Tax Assets 37.77 28.0
Slide 25: Financial Contribution Across Group Entities
Financial Contribution Across Group Entities Consolidated FY26 • (₹ in Lakhs) Revenue from Operations EBITDA PAT ₹41,327.37 ₹2,010.68 ₹1,121.67 Entity Revenue % Share EBITDA PAT Arabian Petroleum Ltd. (APL) 37,541.64 90.70% 2,011.14 1,126.20 Arzol Petroleum Trading FZE 3,768.70 9.10% 4.49 3.14 Lavis
Slide 26: Investment Rationale
Investment Rationale
Slide 27: Strategic Milestones Strengthening Market Position
Strategic Milestones Strengthening Market Position 01 NSF / US-FDA Certification — Food-Grade Entry • Formal NSF (US-FDA) approval for food-grade lubricant range • Covers white mineral oils, light liquid paraffins, hydraulic & gear oils • Unlocks the pharma sector; first-mover advantage in food-safe
Slide 28: Operational Excellence Supporting Future Growth
Operational Excellence Supporting Future Growth De-bottlenecking & Backward Integration Subsidiary Update — H2 Capacity Expansion Milestone R&D & Product Innovation FY26 • M.O.U. signed for interim expansion • Fatty Acid Amides production • NABL-accredited, ISO 17025-certified • Two subsidiaries inc
Slide 29: Key Investment Highlights
Key Investment Highlights Established manufacturer with operations spanning industrial, International expansion through the Dubai subsidiary 01 automotive and specialty lubricants 06 Diversified business across retail, industrial, institutional, OEM, 02 private-label and export markets 07 FY26 conso
Slide 30: Management Overview
Management Overview
Slide 31: Leadership Team
LEADERSHIP TEAM Hemant Dalsukhray Mehta Darshana Hemant Mehta Manan Hemant Mehta Chairman & Managing Director Non-Executive Director Whole-Time Director B.Com with 41+ years of experience across Master’s in Electronics with 20+ years of experience; B.Tech (Chemical) and MBA (Technology manufacturing
Slide 32: Stock Data
Stock Data As on 31/08/2026 As on 30/06/2026 NSE : ARABIAN | NSE: INE08NJ01024 Shareholding Pattern Share Price (₹) 88.00 26.55% Market Capitalization (₹ Cr) 95.85 No. of Shares 1,08,92,000 73.45% Face Value (₹) 10.00 52 week High-Low (₹) 94.30 – 63.20 Promoter & Promoter Group Public Investor Prese
Slide 33: Investor Relations & Public Relations
Website: www.arabianpetroleum.co Email: ir@arabianpetroleum.co.in NSE Symbol: ARABIAN INVESTOR RELATIONS & PUBLIC RELATIONS EquibridgeX Advisors Pvt. Ltd. Ms. Pooja Gandhi Email: info@equibridgex.com Website: www.equibridgex.com
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