Savita Oil Technologies Ltd(SOTL)

NSE: SOTLBSE: 524667

₹ 680.3-4.28%refreshed 23 Oct, 03:30 pm ISTMarket cap: ₹ 4,664 crWebsite: www.savita.comUpdated: 24 Oct 2026

About

Savita Oil Technologies Ltd (SOTL) is an Indian manufacturer of petroleum specialties - lubricants, transformer oils, white and mineral oils, and process oils - sold under the SAVSOL brand to automotive OEMs, industrial customers and export markets. Full-year FY26 total income reached Rs 4,408 Cr (+14.2% YoY), and in Q1 FY27 SOTL reported its highest-ever quarterly total income of Rs 1,513 Cr and PBT of Rs 387 Cr.^[1][2][3]

Business segments

Wind Power generated Rs 28.62 Cr in FY25 revenue from 53.1 MW of installed capacity across plants in Maharashtra, Karnataka and Tamil Nadu.^[3]

Products and brands

The SAVSOL Ester5 premium automotive lubricant range uses synthetic ester technology and was growing at 4x the industry growth rate on a YoY basis in Q1 FY27.^[2]
SOTL is one of very few companies globally manufacturing the full portfolio of transformer fluids - mineral, natural ester and synthetic ester - and actively promotes natural and synthetic ester variants for data centres, renewables, defence, airports, railways and mining.^[3]
Ester-based industrial fluids have been commercialised for transformers, electric vehicles and battery energy storage systems (BESS), extending the synthetic ester platform beyond automotive lubricants.^[4]
Advanced fluids for BESS and refrigeration compressors were readied for launch in Q3 FY26, and immersion cooling fluids for EV applications were in early-stage volume ramp with healthy customer inquiries.^[5]

Operations

Wind Power installed capacity stands at 53.1 MW across Maharashtra, Karnataka and Tamil Nadu; generation was 80.40 MU in FY25, down from 86.73 MU in FY24.^[3]
Installed renewable energy capacity (captive wind) was reported at 53 MW in FY26.^[2]

Key operating numbers

Petroleum products volume was 5,13,110 KL/MT in FY26, up from 4,40,136 KL/MT in FY25.^[2][3]
Realisation per KL/MT was Rs 92,049 in FY26; EBITDA per KL/MT was Rs 9,137 in FY26 vs Rs 3,691 in FY25.^[2][6]
Q1 FY27 saw double-digit volume growth in both the Export and Lubricating Oil businesses YoY, while domestic white oil sales recorded a degrowth.^[2]

Customers and distribution

Ester-based fluid portfolio gained several significant OEM approvals as of Q1 FY27; the company has ongoing OEM inquiries from automotive, industrial and overseas customers.^[2][4]
Transformer Oil and White Oil divisions delivered double-digit volume growth in both Q3 FY26 and the nine-month YTD period to December 2025.^[6]
SOTL is accelerating expansion of its industrial distribution network as a key pillar of the SAVSOL growth strategy.^[2]

OEM partnerships

A strategic multi-year partnership with Mahindra & Mahindra (Automotive and Farm Equipment Business) was executed: SOTL supplies Mahindra Tractor Genuine Engine Oils under the MStar brand through Mahindra's franchise workshops and spare parts distributor network in SOTL-assigned geographies.^[2][6]

Expansion into new applications

Ester molecule is being tested and piloted for EV battery cooling in 2- and 3-wheeler EVs; some customers are in advanced approval stages.^[6][4]
Immersion cooling for data centres is being explored using the ester molecule; the market is currently ~$400M and expected to grow to ~$2B by 2031.^[6]
As of Q1 FY27, product development for data centres, battery energy storage systems and electric vehicles was cited by management as a focus for significant growth opportunities.^[2]

Recent developments

In Q1 FY27 (April - June 2026) the Middle East crisis caused feedstock availability uncertainty and port logistical challenges that sharply impacted April volumes; volumes began normalising after April.^[2]
Q1 FY27 total income of Rs 1,513 Cr (+49.2% YoY) and PBT of Rs 387 Cr (+434.7% YoY) were the highest ever quarterly figures, driven by a sharp rise in crude and refined product prices and inventory gains.^[2]
EBITDA margin expanded from 8.3% in Q1 FY26 to 26.2% in Q1 FY27, primarily attributable to inventory gains and price-led revenue uplift.^[2]
The balance sheet remained debt-free with cash, cash equivalents and investments of approximately Rs 408 Cr as of 30 September 2025 (excluding subsidiary Savita Greentec Ltd).^[5]

Market Cap

₹4,664 Cr

High / Low

₹863 / 287

Stock P/E

11.4

Price / Book

2.6

Book Value

₹265

EPS

₹26.5

No. of Shares

6.86 Cr

ROCE

15.2%

ROE

10.5%

OPM

6.0%

Debt / Equity

0.00

Sales

₹4,363 Cr

Net Profit

₹182 Cr

Promoter holding

68.9%

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Savita Oil Technologies Ltd(SOTL)

About

Business segments

Products and brands

Operations

Key operating numbers

Customers and distribution

OEM partnerships

Expansion into new applications

Recent developments

Signal history

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