Gabriel India Ltd
Gabriel India Ltd
AutomobilesKey Fundamentals
SmallcapAuto ComponentsAutomobilesInsights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
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52 extracted metrics + investor summaries across FY15–FY26.
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Technical Indicators
Key Insights
Strengths
3- Company has been maintaining a healthy dividend payout of 29.4%
- Promoter holding has increased by 8.53% over last quarter.
- Company's working capital requirements have reduced from 29.1 days to 22.3 days
Weaknesses
1- Stock is trading at 15.1 times its book value
Growth Rate
AI Analysis — Bull vs Bear
anthropic claude-opus-4.6 5d agoGabriel India Ltd trades at a market cap of ₹21,259 Cr with a PE of 74.6x and PB of 19.06x, reflecting premium valuations. The company delivered TTM sales growth of 19% and profit growth of 23%, while maintaining a consistent ROE of 20% and improving working capital efficiency from 29.1 days to 22.3 days.
- Strong TTM sales growth of 19% indicates robust top-line momentum in the auto components space
- TTM profit growth of 23% outpaces revenue growth, suggesting margin expansion and operating leverage
- Consistent ROE of 20% over the last year and 3-year period demonstrates sustained capital efficiency
- Promoter holding increased by 8.53% over the last quarter, signaling strong insider confidence
- Working capital days reduced from 29.1 to 22.3 days, freeing up cash and improving asset turns
- Healthy dividend payout ratio of 29.4% provides consistent shareholder returns alongside growth
- Stock CAGR of 86% over 3 years and 58% over 5 years reflects sustained wealth creation track record
- 10-year stock CAGR of 30% demonstrates long-term compounding ability through multiple auto cycles
- PE ratio of 74.6x is significantly elevated relative to auto ancillary sector averages of 30-40x, leaving limited margin of safety
- Price-to-book of 19.06x (also cited as 15.5x book value) implies the stock prices in years of future growth already
- Dividend yield of just 0.34% offers negligible income cushion against any capital depreciation
- 1-year stock CAGR of 33% has pushed valuations to stretched levels, increasing mean-reversion risk
- At 74.6x earnings, any quarterly earnings miss or margin compression could trigger sharp de-rating
- Auto components sector is cyclical and tied to OEM production volumes, which can decline sharply in downturns
- Premium valuation leaves no room for execution slippage — profit growth must sustain above 20% to justify current PE of 74.6x
- Market cap of ₹21,259 Cr on current earnings implies the market is discounting a significant scale-up that is yet to materialize
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 20h ago- Q1 net profit up 14.9% Jul 21
Standalone net profit rose 14.9% to Rs 759.68 crore in Q1 FY27, with revenue from operations at Rs 12,742.47 crore.
- FY26 revenue surges 16% Jul 28
Standalone revenue hit ₹42,329.87 million in FY26, up 16.2% YoY. Consolidated revenue reached ₹46,669.33 million as Project Rise restructuring transforms the company into a diversified mobility solutions provider.
- 30% stake in HL Klemove India Jul 21
Gabriel India will acquire a 30% stake in HL Klemove India for USD 98.44 million, entering autonomous driving and automotive electronics through a joint venture.
- New Group CEO & MD appointed Jul 21
Mahendra K. Goyal appointed as Executive Director and Group CEO & MD for five years. Atul Jaggi re-designated as MD (Ride Control).
- Zero waste, 18% renewable energy Jul 28
FY26 BRSR highlights transition to 18% renewable energy and zero waste to landfill across all operations.
- HDFC MF trims stake to 6.33% Aug 14
HDFC Mutual Fund reduced its holding by 2.84% through open market sales on August 11, 2026. Aggregate stake now at 6.33% of paid-up equity.
- Company Secretary resigns Aug 6
Nilesh Jain's resignation as CS and Compliance Officer accepted, effective August 21, 2026, citing external professional opportunities.
- AGM set for Aug 19 Jul 28
64th AGM scheduled for August 19, 2026. Record date for final dividend is August 12, with e-voting opening August 16.
- Analyst meets and roadshows Aug 3
Non-deal roadshows organized by Motilal Oswal (Aug 6) and Phillip Capital (Jul 30) in Mumbai to engage investors.
- Q1 FY27 earnings transcript uploaded Jul 29
Written transcript of the July 22, 2026 earnings conference call discussing Q1 FY27 operational and financial performance made available.
TL;DR: Gabriel India is delivering strong momentum with 16% revenue growth in FY26 and nearly 15% profit growth in Q1 FY27, backed by a strategic push into autonomous driving via the HL Klemove JV. Leadership transitions and ESG improvements add to the positive narrative. No material headwinds are visible, though the HDFC MF stake reduction and CS departure bear monitoring. The trend is clearly improving with growth acceleration and diversification into higher-value mobility solutions.
Quarterly Results
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 806 | 864 | 815 | 917 | 947 | 1,027 | 1,017 | 1,073 | 1,234 | 1,180 | 1,179 | 1,381 | 1,426 |
| Expenses | 737 | 791 | 745 | 836 | 856 | 928 | 925 | 964 | 1,116 | 1,067 | 1,072 | 1,248 | 1,302 |
| Operating Profit | 69 | 74 | 70 | 80 | 91 | 99 | 91 | 109 | 118 | 113 | 107 | 133 | 124 |
| OPM % | 9% | 9% | 9% | 9% | 10% | 10% | 9% | 10% | 10% | 10% | 9% | 10% | 9% |
| Other Income | 5 | 5 | 4 | 6 | 6 | 5 | 9 | 5 | 43 | 6 | -6 | 53 | 47 |
| Interest | 2 | 2 | 2 | 2 | 2 | 2 | 3 | 3 | 5 | 3 | 3 | 8 | 6 |
| Depreciation | 14 | 14 | 14 | 18 | 19 | 19 | 19 | 24 | 31 | 25 | 25 | 31 | 32 |
| PBT | 57 | 62 | 58 | 66 | 76 | 82 | 79 | 87 | 126 | 91 | 72 | 147 | 133 |
| Tax % | 27% | 25% | 29% | 26% | 24% | 23% | 23% | 26% | 16% | 24% | 24% | 19% | 19% |
| Net Profit | 42 | 46 | 41 | 49 | 58 | 63 | 60 | 64 | 105 | 69 | 55 | 119 | 108 |
| EPS in Rs | 2.93 | 3.23 | 2.87 | 3.41 | 4.01 | 4.38 | 4.18 | 4.48 | 7.33 | 4.81 | 3.81 | 8.23 | 6.06 |
Profit & Loss
| Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|
| Sales | 3,403 | 4,063 | 4,667 | 5,165 |
| Expenses | 3,110 | 3,674 | 4,229 | 4,688 |
| Operating Profit | 293 | 390 | 438 | 477 |
| OPM % | 9% | 10% | 9% | 9% |
| Other Income | 19 | 26 | 13 | 100 |
| Interest | 8 | 10 | 14 | 20 |
| Depreciation | 60 | 81 | 100 | 113 |
| PBT | 244 | 324 | 336 | 444 |
| Tax % | 27% | 24% | 25% | — |
| Net Profit | 179 | 245 | 252 | 351 |
| EPS in Rs | 12.44 | 17.05 | 17.56 | 22.91 |
| Div. Payout % | 32% | 28% | 28% | — |
Balance Sheet
| Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|
| Equity Capital | 14 | 14 | 14 |
| Reserves | 988 | 1,169 | 1,354 |
| Borrowings | 75 | 69 | 148 |
| Other Liabilities | 702 | 770 | 911 |
| Total Liabilities | 1,779 | 2,022 | 2,428 |
| Fixed Assets | 543 | 641 | 781 |
| CWIP | 56 | 76 | 100 |
| Investments | 103 | 39 | 121 |
| Other Assets | 1,078 | 1,267 | 1,427 |
| Total Assets | 1,779 | 2,022 | 2,428 |
Cash Flow
| Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|
| Operating | 177 | 204 | 345 |
| Investing | -129 | -149 | -248 |
| Financing | -28 | -81 | -19 |
| Net Cash Flow | 20 | -26 | 78 |
| Free Cash Flow | 16 | 0 | 108 |
| CFO/OP | 84 | 73 | 97 |
Ratios
| Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|
| Debtor Days | 53 | 54 | 53 |
| Inventory Days | 43 | 44 | 43 |
| Days Payable | 84 | 76 | 78 |
| Cash Conversion Cycle | 12 | 22 | 18 |
| Working Capital Days | 28 | 37 | 22 |
| ROCE % | — | 28% | 26% |
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Company Information
Gabriel India is part of ANAND Group. The Company has established a significant presence across all automotive customer segments, including OEMs, Aftermarket, and exports. Company manufactures over 500 models of ride control products. [1] Its products include shock absorbers, struts, front forks and others.[2]