The call ran from 12:32 PM to 1:55 PM IST (1 h 23 min).
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.
| Revenue growth | Consolidated revenue +13% YoY, EBITA +48% off low base. |
|---|---|
| Margins | Q2 margin dipped on fixed costs; FX, discount removal to lift Q3-Q4. |
| Order book | Africa $60M Q3+Q4 visibility claimed; no peer or ratio disclosed. |
| Demand visibility | Sourcing lagged; US/EU imports fell YTD; recovery signs only from August. |
| Management confidence | Over-optimistic: repeated 'robust' claims, FY28 growth hinges on unproven recovery. |
Growth
Consolidated revenue +13% YoY; EBITA +48% aided by weak year-ago base and mix; volume growth not quantified.
Outlook
Net debt targeted at ₹650-700 Cr by FY27 year-end. BTPL EBITA break-even targeted in Q3; BTPL revenue ~₹250 Cr in Q4. Capex ₹450-500 Cr over FY26-29.
Risks
Recovery deferred to FY28; Africa customer credit risk; RoSCTL may halve (~1.75% of revenue); BTPL SFIO probe.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
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
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management anticipates revenue growth exceeding 15% for FY27, supported by full capacity at new units.
Growth they described
Consolidated revenue grew 21% and EBITDA 17%. India business grew 16% while Africa surged 44%.
Call details
| Company | Gokaldas Exports Ltd |
|---|---|
| NSE symbol | GOKEX |
| ISIN | INE887G01027 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 6 November 2026 |
| Time | 12:30 PM IST |
| Length | 1 h 23 min |
| Audio | Our stream on YouTube ↗ |
Gokaldas Exports Ltd: key numbers
- Share price
- ₹685.00
- Market cap
- ₹5,020 Cr
- Revenue (annual)
- ₹3,988 Cr
- Net profit (annual)
- ₹100.1 Cr
- P/E (TTM)
- 36.9×Sector 47.2×
- 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.
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