Arabian Petroleum FY26: Growth, subsidiaries, and margin pressure

Consolidated revenue from operations was 41,327.37 lakhs, EBITDA was 2,010.67 lakhs, and PAT was 1,121.66 lakhs for FY26.

Revenue from operations increased 44.88% to 41,327.37 lakhs in FY26 from 28,524.66 lakhs in FY25.

FY26 revenue from operations contribution was APL 37,541.64 lakhs (90.70%), Arzol FZE 3,768.70 lakhs (9.10%), and Lavisa 80.61 lakhs (0.20%).

The presentation mentions NSF certification aligned with US FDA standards for food-grade lubricants and BIS certification for the transformer oil segment.

The company states fatty acid amides production commenced in December 2025 for in-house use and open market sales, and that esters are now being produced for formulations and external sale.

EBITDA margin was 4.87% in FY26 versus 6.10% in FY25, and PAT margin was 2.71% in FY26 versus 3.18% in FY25.

Inventories increased to 7,030.53 lakhs (FY26) from 3,384.11 lakhs (FY25) and trade receivables increased to 7,379.66 lakhs from 4,641.58 lakhs.