Gokaldas Exports Ltd

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 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 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.