Savita Oil Technologies LtdNSE:SOTL
Current view Q4 2026
Makes transformer oils for power grids; FY26 was a record rebound. But profits swing with oil prices - they nearly halved over two years before recovering. Exciting new products still tiny.
Latest exchange filings last 5 · 5 after Q4 2026
- 7 Sep ’26Pursuant to Regulation 30(6) read with Part A of Schedule III and other applicable provisions, if any, of the SEBI (LODR) .... ↗
- 1 Sep ’26Announcement under Regulation 30 (LODR)-Investor Presentation 1 Sep ↗
- 31 Aug ’2665th AGM held on 31 Aug 2026; 6 resolutions passed, including 250% dividend and director appointments. ↗
- 7 Aug ’26Record date fixed as 21 August 2026 for FY26 dividend, subject to 31 August AGM approval. ↗
- 7 Aug ’26Filed Business Responsibility and Sustainability Report for FY 2025-26. ↗
Exchange filings, with the company's own one-line summary, read off the same page as the figures. Screener publishes only the most recent few, so this is the last 5 — not everything filed since your note, and a quiet-looking list is not proof of a quiet quarter. A filing is marked new when it is dated after the end of the quarter your note covers. Not scored, and not a judgement — a routine repayment notice and a takeover sit in the same list.
AI concall report · Q4 2026
The full earnings-call read behind this view — what management promised, what they delivered, and the earning trigger.
Growth Q4 2026
| Metric | This year vs lastYoY · vs Q4 2025 | vs the quarter beforeQoQ, sequential · vs Q3 2026 | 3-year yearly average3Y CAGR · compounded | 5-year yearly average5Y CAGR · compounded |
|---|---|---|---|---|
| Sales | ▲ +21.7% | +14.0% | +6.3% | +16.9% |
| Operating profit | ▲ +35.4% | +62.5% | −6.9% | −3.7% |
| EPS | ▲ +63.1% | +24.6% | −6.7% | −4.7% |
| PAT | ▲ +62.1% | +23.7% | — | — |
Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +21.7%, which is ≥ 20% → Tier 1.
QoQ is sequential, not a trend. For most Indian companies the March quarter is seasonally the largest, so a June-quarter fall against it is a calendar effect. Only the YoY column feeds the Tier.
Multibagger potential
Weak34/100
Earnings are shrinking, not growing. Profit per share fell 7% a year over the window measured. Nothing compounds from here until that turns, whatever the price does.
No forward view — earnings are not compounding, so there is nothing to project.
Multiple moved without the earnings — the return sits in sentiment.
How this is calculated
Band capped: earnings are not growing over the measured window.
Growth rate used: -6.7% — the weakest of EPS / Sales / Op-profit from 3-year EPS CAGR. Latest quarter reads 60%.
How it compares with its rivals Chemicals · 6 of 7 listed
It earns 13% on its capital, fifth of 6, and it is the third most expensive of the 6 shown.
| Company | Price | P/E | Size | ROCE | Profitlast qtr | Saleslast qtr |
|---|---|---|---|---|---|---|
| Savita Oil Tech | ₹708 | 11.7× | ₹4,856 Cr | 13.4% | +414.9% | +49.6% |
| Castrol India | ₹195 | 17.8× | ₹19,298 Cr | 60.3% | +42.5% | +25.0% |
| Gulf Oil Lubric. | ₹1,072 | 13.4× | ₹5,311 Cr | 27.2% | +31.9% | +32.5% |
| Panama Petrochem | ₹466 | 5.9× | ₹2,822 Cr | 19.1% | +624.8% | +150.3% |
| Gandhar Oil Ref. | ₹275 | 9.0× | ₹2,692 Cr | 13.3% | +633.1% | +91.8% |
| Veedol Corporat | ₹1,385 | 11.0× | ₹2,413 Cr | 24.1% | +56.9% | +18.5% |
Screener's own peer group, from the request already made for the industry P/E. It serves the industry's largest names by market cap, not companies of a similar size, so treat this as context rather than a like-for-like table; this company is always shown. On a phone the price, size and sales columns are dropped rather than pushed off the edge. Not part of the score.
Business quality to Jun 2026
| Are the margins widening? | wider, but it has moved around a lot | operating margin 8% → 25% over 3 years |
|---|---|---|
| Did the profit turn into cash? | most of it, with some tied up | 77% last year, 72% over three · free cash flow ₹107 cr, positive in 4 of 5 years |
| Is the growth borrowed? | essentially debt-free | ₹2 cr — 0.00× its own equity (was 0.00×) |
| Is it being collected? | collection is steady | 77 days to collect, up 3 in a year · cash cycle 88 days |
| Who has been buying? | the promoters have held steady | promoters 68.9%, 71.9% → 68.9% over 2.8 years · FIIs 1.0% (+0.2) · DIIs 13.2% (+0.2) · shareholders 28,999 → 33,511 |
| What does it earn on its capital? | earns a fair return on its capital | ROCE 13.4% · ROE 8.3% |
Fetched from the filings, not typed — and deliberately not part of the score. These are the questions the score cannot ask: it reads growth, price and trend, so a company can score well while its profit never becomes cash. Weigh these beside the note, not against the number.
Screener's own checklist not mine, not the score
In its favour
- Company is almost debt free.
- Company is expected to give good quarter
- Company has been maintaining a healthy dividend payout of 19.0%
Against it
- Stock is trading at 2.61 times its book value
- Company has a low return on equity of 8.16% over last 3 years.
Generated by screener.in from a fixed checklist — not written by me and not an input to the score. It is here as a second machine opinion to weigh against the note; where it disagrees with the view above, the note is the considered one.