ALFA Finder| Revenue growth | 4% YoY for FY26; India operations +10% YoY. |
|---|---|
| Margins | EBITDA sustained despite INR 90cr discount to offset tariffs; expecting expansion. |
| Order book | Relatively very robust and strong; currently booking for Q3/Q4. |
| Demand visibility | Robust order book for Spring '27; US/UK retail sales remain strong. |
| Management confidence | High, stating 'worst is behind us' regarding tariff issues. |
Growth
Total income grew 4% to INR 4,065 cr; India operations grew 10% YoY, offsetting a 19% decline in Africa.
Outlook
Guided for >15% growth; Africa revenue target $115M-$120M in FY27; BTPL merger expected by Q3 FY27.
Risks
High MFN tariffs (50%), Middle East war impacting raw material costs, and currency hedging proving counterproductive recently.
Earnings Call filed with BSE, BSE: 532630. Summary written with AI assistance from the document.
Gokaldas Exports Ltd: key numbers
- Share price
- ₹679.40
- Market cap
- ₹4,978 Cr
- Revenue (annual)
- ₹3,988 Cr
- Net profit (annual)
- ₹100.1 Cr
- P/E (TTM)
- 36.6×Sector 48.2×
- Promoter holding
- 9.15%+0.00% QoQ
- FII holding
- 13.41%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Gokaldas Exports Ltd
All →Gokaldas Exports Business Update
Gokaldas Exports issued a press release clarifying a customer's Chapter 11 filing, which involves USD 4.11 million of receivables held by its African subsidiary Atraco. It also reports two new customers onboarded in its African operations.
Gokaldas Exports Adverse Business Impact
Gokaldas Exports disclosed that a customer of its step-down subsidiary, The Children's Place, filed for Chapter 11 bankruptcy in the US. The subsidiary has a USD 4.11 Mn receivable from that customer, and the company is assessing the impact.
- Value
- ₹38.63 Cr
Gokaldas Exports Earnings Call Transcript: Key Takeaways
Consolidated revenue +13% YoY and EBITA +48% on a weak year-ago base. India +10%, Africa +32%. Volume growth is unquantified and key benefits are deferred to FY28.
Gokaldas Exports Earnings Call Transcript: Key Takeaways
Q2FY27 total income ₹1,135 Cr (+13% YoY), EBITDA ₹127 Cr (+52%), EBITDA margin 11.2% (+287 bps), PAT ₹41 Cr. India and Africa both grew, aided by a weak prior-year US tariff base.
Gokaldas Exports Results Update
Gokaldas Exports issued a press release on unaudited Q2 and H1 FY27 results, reporting consolidated total income of ₹1,135 crore (up 13% YoY) and EBITDA of ₹127 crore. The release includes a P&L highlights table with Total Income, EBITDA and PAT rows.
Gokaldas Exports Q2 FY27 Results: Net Profit ₹41.2 Cr, Up 408.6% YoY
Gokaldas Exports Ltd reported revenue from operations of ₹1,113 Cr (+13.0% YoY) and net profit of ₹41.2 Cr (+408.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹41.2 Cr · +408.6% YoY