General Updates

August 13, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Bandra-Kurla Complex Dalal Street, Mumbai - 400 001 Bandra (East), Mumbai - 400 051 Scrip Code: 538567 Scrip symbol: GULFOILLUB Through: BSE Listing Centre Through: NEAPS Dear Sir/ Madam, Sub.: Investor Presentation for the quarter ended June 30, 2026 Ref.: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 We enclose herewith the Investor Presentation for the quarter ended June 30, 2026 providing highlights on financial results for the quarter ended June 30, 2026 and business/industry overview. This presentation is also available on Company’s website, at https://india.gulfoilltd.com/investors/other-information/investor-disclosures . Kindly take the same on record. For Gulf Oil Lubricants India Limited Ashish Pandey Company Secretary and Compliance Officer Encl.: as above Gulf Oil Lubricants India Ltd. Investor Presentation | Q1 FY27 Safe Harbour Statement This presentation and the accompanying slides (the “Presentation”) have been prepared by Gulf Oil Lubricants India Limited (the “Company”) solely for informational purposes. They do not constitute an offer, recommendation, or invitation to purchase or subscribe for any securities, and should not be relied upon in connection with any contract or binding commitment. Any offering of the Company’s securities will be made only through a statutory offering document containing detailed information about the Company. The information in this Presentation is based on data the Company considers reliable. However, the Company makes no express or implied representations or warranties regarding the accuracy, completeness, fairness, or reasonableness of the content. This Presentation may not cover all information you might consider material. Any liability for the content or omissions of this Presentation is expressly disclaimed. This Presentation includes forward-looking statements about the Company’s future business prospects and profitability. These statements are subject to various risks and uncertainties, and actual results may differ materially. Factors influencing these risks and uncertainties include, but are not limited to, fluctuations in earnings, the Company’s ability to manage growth, competition (domestic and international), economic conditions in India and abroad, the ability to attract and retain skilled professionals, contract cost and time overruns, management of international operations, government policies and regulations, and prevailing interest and fiscal costs. The Company does not commit to updating these forward-looking statements should they become materially inaccurate in the future. Content Section 1- Quarterly Overview ➢ Highlights- Q1 FY27 Section 2- Industry & Business Overview ➢ Indian Lubricants Industry ➢ About Gulf Oil Lubricants ➢ Strong Market Position ➢ Dynamic Business Model ➢ Stellar Pan India Network ➢ Unlock 2.0 Strategy ➢ Manufacturing Facilities & Expansion Plan ➢ Shareholder Value Creation & Financials Section 3- E-Mobility & Other Synergy Businesses Overview Section 1- Quarterly Overview Highlights- Q1 FY27 Gulf Oil’s Execution Agility Powers All-Time Record Results UNSTOPPABLE Q1 FY27 REVENUE EBITDA EBITDA Margin % PAT 1,320 12.9% ₹ 128 Crore Crore Crore Vs Q1 Last Year Vs Q1 Last Year Vs Q1 Last Year Vs Q1 Last Year 33% 35% 20 32% GROWTH GROWTH GROWTH GROWTH • Strong Volume-Led Profitable growth despite West Asia supply Crisis: 17% Core Lubricants Volume Growth YoY • Ensured uninterrupted supply to our customers- OEMs, B2B Customers, distributors and retailers, and newly added customers with strong focus on supply security and growth. Financial Snapshot – Q1 FY27- Standalone Revenue from 33% YoY Gross Profit & 27% YoY Operations Margin % 1,320 560 542 44% 540 42.8% 996 1,040 520 500 41.4% 480 41.1% 42% 440 426 431 380 40% 300 38% Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 PAT & EBITDA & 35% YoY 32% YoY Margin % Margin % 180 14% 140 12.0% 13.0% 13% 110 12.9% 97 140 12.7% 135 9.7% 90 9.7% 13% 80 8.7% 50 7.0% 100 12% Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 • Margin resilience as key focus areas despite unprecedented input cost inflation and pricing challenges • Continued focus on operational efficiency Broad-based growth across segments and categories. B2C growth was very encouraging across the regions led by double- digit growth in PCMO segment. OEM Franchise Workshop (FWS) witnessed excellent uptick delivering high double-digit growth driven by the Agri, MCO, and PCMO segments. B2B Industrial, Infrastructure, and Mining segments delivered strong double-digit growth, supported by the addition of new customers during the quarter. Management Mr. Ravi Chawla, MD & CEO Commentary & “We have commenced FY27 with strong momentum and record performances despite Outlook West Asia Crisis. Core lubricants volume grew 17% YoY with strong growth across B2C, OEM and B2B segments. We remained proactive and ensured uninterrupted supply security to all our customers despite unprecedented supply chain disruption and cost pressures, reinforcing Gulf as a trusted and reliable partner. Looking ahead, we remain confident of continuing to outperform the industry and creating long-term value for all our stakeholders” Mr. Manish Gangwal, Whole-Time Director & CFO “Excellent Q1 results reflect strong fundamentals and disciplined execution even in the toughest environment. We delivered Robust Volume-Led Profitable growth with over 30% increase in Revenue, EBITDA and Profits. Margin resilience remained a key focus area for us and we delivered 35% EBITDA growth YoY, keeping margin stable at 13%. Going forward, we remain well-positioned to capitalize on growth opportunities while delivering profitable growth and maintaining margin resilience.” 9 Dream Beyond. Do Beyond- Commitment to Customer Success Gulf B2B brand campaign Because Every Ambition deserves a partner that goes beyond Gulf B2B Solutions is proud to be that partner One phrase stood out in the conversations with our Partners: "Gulf ke log, kaam ke log." The film integrates advanced AI-driven visual development techniques Gulf B2B Solutions | Dream Beyond. Do Beyond. Hear From The Dreamers ft. Smriti Mandhana | Dream Beyond. identified audience reached on LinkedIn in first 6 weeks of the launch. Do Beyond. - YouTube Enduring Partnerships • An exclusive Meet & Greet experience and • Beyond the cheers. interactions with Chennai Super Kings- • Beyond the big moments. Rahul Chahar, Akeal Hosein & Sanju • Beyond the spotlight lies the real journey of Samson success • Bringing together our valued partners The event celebrated the power of partnerships, shared passion, and the spirit of going beyond together. Section 2- Industry & Business Overview Indian Lubricants Industry Unlocking growth opportunities in the Indian Lubricants Industry Lubricants Demand (Mn Tonnes) Volume Growth supported by even stronger value growth (CAGR 2023-33) 3rd Volume Growth 3-4% Most of the panelists found 2023 2.6 projections conservative; Despite Premiumization foresee substantial industry Largest Lubricants De-Carbonisation growth ahead market globally 2033 3.6 6-8% Value Growth Favorable One of the few fastest growing key markets among demographics USA / Europe, APAC Moderate vehicle penetration levels Infrastructure 3-4% Industrial development 2-3% Automotive India’s large Govt. population support Key Growth Drivers Source: Kline’s Global Lubricants 2023: Market Analysis and Assessment report for lubricants market 14 Beneficial Macros Rising per capita income crossing $2,900 p.a. Under-penetrated auto market (8% household owns cars, 47-50% owns 2Ws) 3 Strong prospects of the rural economy and rising farm income to boost tractor sales and MCOsales India is officially the 4th Largest Economy (over $4 trillion), surpassing Japan Favourable Demographics Growth Enablers for 1 Rapidly expanding mi [Showing first 8,000 characters — download PDF for full document]