| Revenue growth | Q2 total income +13% YoY; H1 +17% YoY |
|---|---|
| Margins | Q2 EBITDA margin 11.2%: +287 bps YoY, -60 bps QoQ |
| Order book | Strong order book cited as India growth driver |
| Demand visibility | US/UK retail sales up; apparel imports down; early recovery signs |
| Management confidence | Positive tone; 'growth momentum' cited; capex under review |
Growth
1HFY27 total income ₹2,315 Cr (+17%), EBITDA ₹266 Cr (+32%), PAT ₹86 Cr (+73%).
Outlook
No numeric growth guidance given. FY27E capex ₹150 Cr, subject to revision; management plans to review capex.
Risks
US-Iran tensions raise freight and fuel costs. Wage hikes, cotton/MMF inflation and weaker consumer spending are headwinds.
Earnings Call Transcript filed with NSE, NSE: GOKEX. Summary written with AI assistance from the document.
Gokaldas Exports Ltd: key numbers
- Share price
- ₹672.25
- Market cap
- ₹4,926 Cr
- Revenue (annual)
- ₹3,988 Cr
- Net profit (annual)
- ₹100.1 Cr
- P/E (TTM)
- 36.2×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.
More from Gokaldas Exports Ltd
All →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 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
Gokaldas Exports Board Meeting Date
Gokaldas Exports schedules a board meeting on 5 November 2026 to consider unaudited standalone and consolidated results. The trading window remains closed until 48 hours after results declaration.
Gokaldas Exports Other Announcement
Quarterly shareholding pattern disclosure for the period ended September 30, 2026, as required under SEBI regulations.
Gokaldas Exports Annual General Meeting
Gokaldas Exports held its 23rd Annual General Meeting. Shareholders adopted the financial statements and re-appointed Mr. Mathew Cyriac as Chairman and Non-Executive Director.