Gokaldas Exports FY26 PAT falls 37% to Rs 100 crore

Gokaldas Exports Limited announced its audited standalone and consolidated financial results for the quarter and year ended March 31, 2026. The board of directors approved the results during a meeting held on May 22, 2026. The company's statutory auditors, M/s. MSKA & Associates LLP, issued an unmodified opinion on the financial statements. Subsequently, the company released its investor presentation for Q4 and FY26 on May 25, 2026, which is available on its website. Additionally, the audio recording of the Q4 FY26 results conference call held on May 25, 2026 has been made available on the company's website.

Financial Performance

For the financial year ended March 31, 2026, the company reported a consolidated net profit of Rs 100 crore, a decrease of 37% from Rs 159 crore in the previous year. Total Income for the year stood at Rs 4,065 crore, growing 4% YoY from Rs 3,917 crore. EBITDA during the year stood at Rs 434 crore with a margin at 10.7%, which was down by 15 bps YoY due to US tariff headwinds.

For the quarter ended March 31, 2026, Total Income was Rs 1,087 crore, a 5% YoY growth. The company reported an EBITDA of Rs 135 crore with a margin at 12.4% in Q4FY26. Net profit for the quarter was Rs 36 crore.

The following table summarises the key consolidated financial metrics for the quarter and full year:

Parameters:	Q4FY26 (Rs Cr)	Q4FY25 (Rs Cr)	YoY	FY26 (Rs Cr)	FY25 (Rs Cr)	YoY
Total Income:	1,087	1,035	5%	4,065	3,917	4%
EBITDA:	135	142	-5%	434	424	2%
EBITDA Margin:	12.4%	13.7%	-131 bps	10.7%	10.8%	-15 bps
PAT:	36	53	-32%	100	159	-37%

On a standalone basis, the company reported a net profit of Rs 203.93 crore for FY26, up from Rs 191.32 crore in the previous year. Revenue from operations for the standalone entity was Rs 2,693.05 crore for the year.

Operational Updates

The company recognised a one-time increase in provision for employee benefits amounting to Rs 3.14 crore in the consolidated results and Rs 3.04 crore in the standalone results for the year ended March 31, 2026. This provision was made in accordance with the New Labour Codes introduced by the Government of India. The board also approved the scheme of amalgamation of BRFL Textiles Private Limited with the company, which is subject to requisite approvals.

Corporate Actions

During the board meeting, the directors approved enhancing the corporate guarantee limit from Rs 300 crore to Rs 400 crore in favour of BRFL Textiles Private Limited. This guarantee is provided to facilitate banking facilities for the subsidiary. The company holds a 19% equity interest in BRFL Textiles Private Limited as of March 31, 2026.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
+4.41%	+24.89%	+21.71%	+4.39%	-11.61%	+484.99%

Gokaldas Exports has expressed confidence in its leadership capabilities and its ability to effectively handle short-term external challenges. The company's optimistic stance highlights management's belief in its strategic strengths and operational resilience in the face of near-term headwinds.

Leadership Confidence and Resilience

Gokaldas Exports has communicated a positive outlook, emphasizing its trust in its leadership skills as a key factor in navigating external pressures. The company's management appears focused on leveraging its internal capabilities to address challenges that may arise in the short term.

Parameter:	Details
Company:	Gokaldas Exports
Outlook:	Optimistic
Key Strength Highlighted:	Leadership Skills
Focus Area:	Short-Term External Challenges

Management Outlook

The company's statement reflects a broader confidence in its ability to sustain performance despite external uncertainties. By highlighting leadership as a core competency, Gokaldas Exports signals its preparedness to manage operational and market-related pressures effectively.