Gokaldas Exports will hold a meeting with institutional investors and research analysts on June 29, 2026. The company’s senior management will conduct the sessions virtually from Bangalore. The disclosure was made pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 read with Schedule III Part A.

The schedule includes a group meeting with several institutional investors. Participants in the group session include Sameeksha Capital, Ratnabali Capital, Boring AMC, Edelweiss Mutual Fund, Nimida Capital, and others. A separate one-on-one meeting is scheduled with PL Capital.

The company noted that the schedule is subject to changes. Gourish Hegde, Company Secretary & Compliance Officer, signed the disclosure on behalf of Gokaldas Exports Limited.

Gokaldas Exports Limited reported a total income of INR4,065 crore for the financial year 2026, representing a 4% growth over the previous year. The company sustained its EBITDA margin at the previous year's level despite absorbing a net tariff discount of INR90 crore offered to customers to offset reciprocal tariff burdens. India operations grew by 10% year-on-year, while the Africa business declined by 19% primarily due to AGOA uncertainties in the first three quarters, resulting in a revenue drop of approximately INR180 crore.

The company invested INR170 crore during the year towards new capacity creation and upgrading machinery. Net debt increased by INR395 crore, driven by capital expenditure for incremental capacity expansion, additional investments in BTPL, and increased working capital requirements due to volume growth. The withdrawal of the penal 25% tariff in February and a subsequent US Supreme Court ruling led to a 10% tariff being imposed until July 24, 2026. AGOA was restored until December 2026, improving the revenue and margin outlook for FY27.

Operational Performance

During Q4 FY26, India business operations grew by 2% despite steep tariffs, while the Africa business expanded by 17% year-on-year supported by the AGOA extension. The company signed two new premium customers for its India operations and two for its Africa operations, with revenue contributions expected to begin in FY27. Capacity utilization at BTPL is approaching 50 lakh meters per month against a current capacity of 70 lakh meters, which can be raised to 100 lakh meters with an additional investment of INR50 crore to INR60 crore.

Financial Metrics

Outlook and Guidance

Management expects the Africa business to achieve an EBITDA margin between 8% and 10% in the second half of FY27. The company aims to reduce working capital by INR75 crore to INR100 crore in the current financial year. For BTPL, the target is EBITDA breakeven in H1 FY27 and EBITDA positive in H2, with margins expected around 6% to 7%. The company has initiated the merger of BTPL subject to NCLT approval, expected to conclude in Q3 FY27.