ALFA Finder| Revenue guidance | 15.0% → 17.5% Raised by 2.5 percentage points |
|---|---|
| Management target | Revenue 17.5% FY27 |
| Revenue growth | Revenue grew 21% YoY; consolidated EBITDA rose 17%. |
|---|---|
| Margins | Under pressure from wage hikes; partially offset by operational efficiency. |
| Order book | Robust order book visibility across the entire customer base. |
| Demand visibility | Strong visibility for Spring '27; US/UK retail demand showing recovery. |
| Management confidence | Balanced; optimistic on order book but cautious on logistical risks. |
Growth
Consolidated revenue grew 21% and EBITDA 17%. India business grew 16% while Africa surged 44%.
Outlook
Management anticipates revenue growth exceeding 15% for FY27, supported by full capacity at new units.
Risks
Rising minimum wages in India/Kenya and Red Sea logistical disruptions pose significant margin headwinds.
Last quarter's promises, checked
Delivered
- Guided India revenue growth >10% → delivered 16% (= BEAT)
- Guided Africa revenue growth >17% → delivered 44% (= BEAT)
- Guided consolidated revenue growth >4% → delivered 21% (= BEAT)
Partly delivered
- Guided EBITDA margin improvement → delivered 17% growth but under wage pressure (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: GOKEX. 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