| 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
- ₹689.60
- Market cap
- ₹5,053 Cr
- Revenue (annual)
- ₹3,988 Cr
- Net profit (annual)
- ₹100.1 Cr
- P/E (TTM)
- 49.1×Sector 55.7×
- Promoter holding
- 9.15%+0.00% QoQ
- FII holding
- 14.46%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 Annual General Meeting
Gokaldas Exports Limited has scheduled its 23rd Annual General Meeting for September 28, 2026, via video conferencing. The meeting will address ordinary business for shareholders.
Gokaldas Exports Annual Report
Gokaldas Exports Ltd has submitted its Annual Report for the financial year 2025-26, in compliance with Regulation 34 of the SEBI LODR Regulations, 2015.
Gokaldas Exports Earnings Call Transcript: Key Takeaways
Gokaldas reported strong revenue growth of 21% YoY, outperforming a declining Indian garment export market. Growth was fueled by strategic African expansion and capacity ramp-ups despite intense wage and logistical cost pressures.
- Call
- Guides 18% growth
Gokaldas Exports Investor Presentation: Key Takeaways
Gokaldas Exports delivered strong Q1FY27 results with consolidated income rising 21% YoY to ₹1,180 Cr, driven by robust performance in India and Africa business despite industry headwinds.
Gokaldas Exports Q1 FY27 Results: Net Profit ₹44.3 Cr, Up 6.7% YoY
Gokaldas Exports Ltd reported revenue from operations of ₹1,154 Cr (+20.7% YoY) and net profit of ₹44.3 Cr (+6.7% YoY) for Q1 FY27.
- Key figure
- Net profit ₹44.3 Cr · +6.7% YoY
Gokaldas Exports Q4 FY26 Results: Net Profit ₹36 Cr, Down 31.9% YoY
Gokaldas Exports Ltd reported revenue from operations of ₹1,069 Cr (+5.3% YoY) and net profit of ₹36 Cr (-31.9% YoY) for Q4 FY26.
- Key figure
- Net profit ₹36 Cr · -31.9% YoY