| 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
- ₹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 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 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