| Revenue growth | 21% YoY consolidated growth. |
|---|---|
| Margins | EBITDA margin at 11.8%; capped by higher operating and factor costs. |
| Order book | Supported by a strong order book in the India business. |
| Demand visibility | Strong growth in US/UK markets; early signs of US import revival. |
| Management confidence | Confident in capitalizing on improving market conditions through disciplined execution. |
Growth
Consolidated income grew 21% YoY; EBITDA rose 17% YoY to ₹139 Cr; PAT increased 7% YoY to ₹44 Cr.
Outlook
Planned capex of ₹125 Cr for FY27; expect India-UK FTA and US Section 301 tariffs to strengthen competitive positioning.
Risks
Higher wage, raw material, and logistics costs; shipping reroutes due to US-Iran engagement; war-induced inflation potentially lowering spending.
Last quarter's promises, checked
Delivered
- Guided 10-12% India growth → delivered 16% (= BEAT)
- Guided Africa growth to $115M-$120M run rate → delivered 45% YoY growth (= BEAT)
- Guided BTPL FY27 revenue >₹1,000 Cr → delivered ₹1,180 Cr consolidated Q1 run-rate (= BEAT)
Partly delivered
- Guided FY27 Capex ₹80-100 Cr → delivered ₹125 Cr planned (= PARTIAL)
- Guided EBITDA margin improvement → delivered 11.8% vs 12% standalone target (= PARTIAL)
Investor Presentation filed with BSE, NSE: GOKEX. 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
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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 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 Earnings Call: Key Takeaways
Gokaldas Exports delivered INR 4,065 crores total income in FY26, a 4% YoY growth despite severe tariff disruptions and global headwinds. Management remains optimistic about FY27 as penal tariffs recede and new capacities ramp up.
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