Arabian Petroleum Limited · NSE:ARABIAN
Arabian Petroleum — H2 FY26 Earnings Presentation
25 slides from Arabian Petroleum's earnings presentation, June 2026
Slide 1: Investor Presentation H2 FY26
INVESTOR PRESENTATION H2 FY26 1
Slide 2: Disclaimer
DISCLAIMER This presentation and the accompanying slides (the “Presentation”), which have been prepared by Arabian Petroleum Ltd. (“APL,” “the Company”), are intended solely for informational purposes and do not constitute an offer, recommendation, or invitation to purchase or subscribe for any secu
Slide 3: Company Overview
COMPANY OVERVIEW Established in 2006, Arabian Petroleum Ltd is a manufacturer of industrial and automotive lubricants, headquartered in Mumbai, India. The company develops and supplies specialized lubrication solutions across a wide range of applications including automotive, engineering, manufactur
Slide 4: Our Journey
OUR JOURNEY Arabian Petroleum Partnered with XADO entered transformer oil Lavisa Technologies “Revitalizant” Expanded with Unit 3 with a major PSU steel Private Limited has technology. for Storage and order, expanded ARZOL been incorporated as Introduced the Arzol Opened first Logistics. to Sri Lank
Slide 5: Key Facts & Figures
KEY FACTS & FIGURES TOTAL BASE 250+ 300+ 30+ 22+ PRODUCTION OIL STORAGE EMPLOYEES DISTRIBUTORS COUNTRIES STATES CAPACITY PER IN PLANT ANNUM CAPACITY OF 48000 KL 2000 KL 50+ 30+ 1000 KL 500+ IN-HOUSE TESTING SOPHISTICATED FINISHED GOODS PRODUCTS FACILITIES TESTING STORAGE EQUIPMENTS CAPACITY 5
Slide 6: Financial Analysis (Consolidated)
FINANCIAL ANALYSIS (CONSOLIDATED) (₹ in lakhs) 1,121.66 41,327.37 2,010.67 908.43 1,738.76 28,524.66 44.88% 15.64% 23.47% FY25 FY26 FY25 FY26 FY25 FY26 Revenue From EBITDA PAT Operations 10.30 15.62% 16.18% 9.02 3.6% 14.19% FY25 FY26 FY25 FY26 Return On Equity (%) Earnings Per Share 6
Slide 7: Strategic Subsidiaries Expanding Beyond Core
STRATEGIC SUBSIDIARIES EXPANDING BEYOND CORE Arzol Petroleum Trading FZE Lavisa Technologies Pvt. Ltd. Wholly Owned Subsidiary | Dubai, UAE Majority Owned Subsidiary | Specialty Metalworking Platform Established in 2025, headquartered at Jebel Ali Free Zone, Incorporated H1 FY26 | Operations commenc
Slide 8: Operational Segments
OPERATIONAL SEGMENTS INDUSTRIAL AUTOMOTIVE PRIVATE TENDER SEGMENT - EXPORTS PROCESS OILS SEGMENT - APL LABEL SALES ARZOL 8
Slide 9: Operational Excellence Driving Growth
OPERATIONAL EXCELLENCE DRIVING GROWTH De-bottlenecking & Backward Integration R&D & Product Subsidiary Update — Capacity Expansion Milestone Innovation H2FY26 M.O.U. signed for interim Fatty Acid Amides NABL-accredited Lab, ISO Incorporated two expansion production commenced 17025 certified with 30+
Slide 10: Key Business Milestones & Achievements
KEY BUSINESS MILESTONES & ACHIEVEMENTS NSF / US FDA Certification Government & PSU Order — Food-Grade Market Entry Book — Institutional Wins Received formal NSF (US FDA) approval for food- Indian Army — Order worth ~₹90 Lakhs for grade lubricant range defense-grade lubricants Covers White Mineral Oi
Slide 11: Nanotechnology — Redefining Lubrication
NANOTECHNOLOGY — REDEFINING LUBRICATION Strategic Technology Tie-Up — Xado, Ukraine How The Technology Works — Ceramic Nano-Molecules in Action Exclusive licensed tie-up with Xado — a globally Nano-molecules penetrate metal surfaces at a molecular level — not just coating, but recognized Ukrainian n
Slide 12: New Product Descriptions
NEW PRODUCT DESCRIPTIONS Arzol Arzol Rust Arzol Arzol Arzol Arzol Hydrex Cutmaster Coat WB SuperClean Biogear PEGCOL Superclean Series Series SPC 75w90 Hydrex 89 Series An eco friendly, residue-free An environmentally friendly, An indigenously developed, Precision-engineered to Next-Gen semi-synthet
Slide 13: APL's Positioning in India's Lubricant Market
APL’S POSITIONING IN INDIA’S LUBRICANT MARKET PRODUCT RANGE Industrial Oils Automotive Lubricants Speciality Products Greases India’s total Consumer lubricant market 37.2% potential stands at approximately Industrial 5000 kilotonnes Industrial 45% (KT), segmented 52.2% Automotive into: 55% APL contr
Slide 14: Our Achievements
OUR ACHIEVEMENTS At Arabian Petroleum Ltd., our commitment to excellence is reflected in the global recognition of our products. Endorsed by leading clients and regulatory authorities, we push the boundaries of innovation and quality. Our certifications and accolades reaffirm our dedication to deliv
Slide 15: Events
EVENTS PARTICIPATION IN ENGIMACH AUTOMECHANIKA, ARZOL BASE CAMP (LUBRICANT RETAILERS MEET IN MECHANIC TRAINING EXHIBITION, GUJARAT DUBAI - 2025 TRAINING) LUDHIANA, PUNJAB CHAKAN, PUNE ASSOCIATION, KHED 15
Slide 16: Clientele
CLIENTELE a 2 Pvt e ASHOK LEYLAND BEARINGS INDIAN A Mahindra bend .7/:. — ASHOKA ENDURANCE GREAVES Rise. Ashoka Buildcon Limitec Cette Solutions — ws, “ raymond Gono EI A : GABRIEL BSF Gabriel India Limited Kies & aa SAIL eB NAVY MEX @EXIDE . s NEW FRONTIERS. NEW DREAMS icra ° E-tN pr vi? pK) rari a
Slide 17: Industries We Serve
INDUSTRIES WE SERVE LIFT/CRANE CHEMICALS ENGINEERING PLASTIC TEXTILE PULP & PAPER DEFENSE & MINING PHARMA AEROSPACE PACKING POWER DAIRY FOOD AGRICULTURE SUGAR RAILWAY AUTOMOTIVE CEMENT STEEL MACHINERY GENERATION PROCESSING METAL GOVERNMENT OEM & PRIVATE 17 WORKING & PSU SECTOR LABEL MANUFACTURING
Slide 18: Geographical Footprint
GEOGRAPHICAL FOOTPRINT MARKETS SERVED NATIONAL BHIWADI AMBERNATH MARKETS SERVED INTERNATIONALLY AMBERNATH, MAHARASHTRA EXPORTS TO 30+ COUNTRIES 18
Slide 19: Manufacturing Capacities Instrument Portfolio
MANUFACTURING CAPACITIES INSTRUMENT PORTFOLIO The facility is well-equipped with a wide range of instruments supporting quality control and testing. Existing equipment includes Density Meters, Aniline Point Testers, Viscosity Baths (40°C and 100°C), Auto Viscometers, pH Meters, Potentiometers, Four
Slide 20: Leadership Team
LEADERSHIP TEAM Hemant Dalsukhray Mehta Darshana Hemant Mehta Chairman and Managing Director Non-Executive Director Holds a Bachelor’s degree in Commerce and brings over 41 years of Leverages her advanced Master’s degree in Electronics and over 20 years extensive experience to the organization. His
Slide 21: Arabian Petroleum Ltd. (APL) – Standalone Financial Performance
ARABIAN PETROLEUM LTD. (APL) – STANDALONE FINANCIAL PERFORMANCE (₹ LAKHS) REVENUE EBITDA PAT 37,541.64 2,011.14 1,126.20 FY26 FY26 FY26 YoY YoY YoY 31.61% 15.40% 23.43% 40,000 37,541.64 2,500 1,200 1,126.2 2,011.14 1,000 2,000 912.43 30,000 28,524.66 1,742.76 800 1,500 20,000 600 1,000 400 10,000 50
Slide 22: Financial Contribution Across Group Entities
FINANCIAL CONTRIBUTION ACROSS GROUP ENTITIES OUR GROUP CONSOLIDATED FIGURES (FY26) (IN ₹ LAKHS) REVENUE FROM PROFIT/(LOSS) FOR THE EBITDA PERIOD AFTER TAX OPERATIONS ₹41,327.37 ₹2,010.68 ₹1,121.67 37541.64 2,011.14 1,126.20 3,768.70 ARZOL FZE LAVISA 80.61 4.49 3.14 -4.95 -6.53 ARABIAN PETROLEUM LTD
Slide 23: Consolidated Profit and Loss Statement
CONSOLIDATED PROFIT AND LOSS STATEMENT (₹ in Lakhs except EPS) PARTICULARS H2FY26 H1FY26 H2FY25 YoY% FY26 FY25 YoY% REVENUE FROM OPERATIONS 23166.74 18160.63 14619.31 58.47% 41327.37 28524.66 44.88% OTHER INCOME 144.57 109.74 44.66 223.71% 254.31 102.94 147.05% TOTAL INCOME 23311.31 18270.37 14663.9
Slide 24: Consolidated Balance Sheet
CONSOLIDATED BALANCE SHEET (₹ in Lakhs) Particulars As on 31st March, 2026 As on 31st March, 2025 EQUITY CAPITAL 1089.2 1089.2 RESERVES & SURPLUS 5842.25 4726.94 MINORITY INTEREST (0.51) 0 NON-CURRENT LIABILITIES 147.25 200.82 CURRENT LIABILITIES 10122.72 4637.95 TOTAL LIABILITIES 17200.91 10654.91
Slide 25: Thank You
THANK YOU ARABIANPETROLEUM LTD Abhishek Bhutra | Himanshu Jain ir@arabianpetroleum.co.in +91 80006 85556 | +91 89051 81853 invrelation@finportalin.com Request A Meeting & Investor Kit