| 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.
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
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
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.