Gabrial India latest updates

$GABRIEL Q4 FY26 Financial Highlights: For the fourth quarter ended March 31, 2026, Gabriel India reported a consolidated total income of ₹1,218.80 crore, marking a 13% year-on-year growth compared to ₹1,078.52 crore in Q4 FY25. Consolidated net profit (PAT) for the quarter grew 3.3% year-on-year to ₹66.50 crore, up from ₹64.36 crore in the year-ago quarter. On a sequential quarter-on-quarter basis, total income rose 2.8% while net profit jumped 21.6% over Q3 FY26. EV Traction and Subsidiary Scaling: Gabriel India's Electric Two-Wheeler (EV 2W) market share reached 62% in the first half of the fiscal year, exceeding management's long-term baseline target of over 50%. Furthermore, its newly integrated subsidiaries—particularly the sunroof joint venture—scaled aggressively to contribute 9.3% of the total revenue pie and a disproportionate 16.2% of consolidated EBITDA. Capital Expenditure & Guidance: Standalone capital expenditure (Capex) for the full fiscal year FY26 concluded at ₹189 crore, exceeding management's initial guidance of ₹100–140 crore by roughly 8%. The funds were utilized heavily toward Chakan-2 integration, Hosur-2 land acquisitions, and broad plant expansion initiatives. Management rolled out a fresh rolling Capex guidance of ₹150–180 crore for the upcoming FY27 cycle. Strategic Structural Restructuring: As part of its parent organization’s (Anand Group) strategy to position the listed Gabriel entity as its primary corporate growth platform, major restructuring initiatives are actively underway. This involves integrating driveline businesses like Dana Anand India and adhesive players like Henkel Anand directly through the listed entity, while expanding mid-term commercial product pipelines into solar dampers, lubricants, and high-tensile fasteners.