• EBITDA margin guidance: The company reaffirmed its margin guidance of 12% to 14% after achieving close to 13% in the first quarter, supported by 2 to 3 price hikes implemented since March–April to offset elevated raw material costs.
• Manufacturing capacity expansion: Ongoing expansion at the Chennai and Silvassa plants is scheduled for commissioning in Q3 and Q4 of the current fiscal year, raising total capacity by 70% to support demand over the next 2 to 3 years.
• EV charger business: Subsidiary Tirex, in which the company holds a 65% stake, generated ₹100 crore in revenue last fiscal year and is projected to reach ₹300 crore to ₹400 crore in revenue within 3 to 4 years.
• Data center cooling: Gulf Oil is preparing to enter the emerging data center market with two liquid cooling products from its global portfolio, currently engaging with operators for validation and testing.