Gokul Agro Resources Limited Gokul Agro Resources delivered a strong start to FY27, reporting a 74% year-on-year surge in net profit to ₹123.7 crore for the quarter ended June 30, 2026. The company’s revenue from operations grew 7% YoY to ₹5,281.95 crore, driven by higher volumes and an evolving product mix that now includes significant contributions from its newly operational biodiesel facility.

The profit after tax (PAT) margin expanded by 90 basis points to 2.34% from 1.44% in Q1FY26. This improvement was underpinned by a robust expansion in operating profitability, with EBITDA (including other income) rising 53% YoY to ₹203.94 crore. Consequently, the EBITDA margin widened by 115 basis points to 3.86%, up from 2.72% in the corresponding period last year.

Financial Performance Highlights

The earnings per share (EPS) stood at ₹4.16, marking a 71% increase compared to ₹2.43 in Q1FY26. While revenue growth moderated sequentially from Q4FY26 (₹6,200.19 crore), the company maintained operational discipline, achieving optimum capacity utilization across its four strategic manufacturing locations in Gandhidham, Haldia, Mangalore, and Krishnapatnam.

What the Numbers Show

A notable structural shift is visible in Gokul Agro’s revenue composition during Q1FY27. Exports accounted for 18% of total revenue, a significant jump from just 8% in FY26. This acceleration is primarily attributed to the commissioning of the biodiesel facility in Gandhidham, which became fully operational during the quarter. Simultaneously, the B2C channel contribution doubled to 10% from 5% in FY26, indicating early traction in the company’s strategy to move beyond bulk edible oils toward higher-margin branded packaged products.

Operational and Strategic Updates

Beyond financial metrics, the company highlighted several strategic initiatives aimed at long-term scalability:

• Capacity Expansion: The 300 TPD biodiesel plant in Gandhidham is now fully operational, targeting high-margin export markets, particularly in Europe where regulatory shifts favor waste-based feedstocks.
• Renewable Energy: A 15 MW captive solar power plant was commissioned in Gujarat during the quarter, expected to reduce power costs by 45%. Additional 4 MW plants are planned for Andhra Pradesh and Karnataka by December 2026.
• Product Diversification: The company launched customized specialty fats for industrial applications and introduced heavy-duty frying oils for HoReCa segments. New brand identities like Rich Fry and Rich Spread were rolled out to strengthen the specialty fats portfolio.
• Market Reach: Gokul Agro established an e-commerce presence on Amazon and secured new institutional partnerships. Its distribution network now spans 575+ dealers across 28 domestic states and 33 international countries.

The company’s balance sheet remains robust, with net worth crossing the ₹1,423 crore milestone at the end of FY26. Debt-to-equity ratio improved to 0.41 in FY26 from 0.53 in FY25, reflecting continued deleveraging despite ongoing capital expenditures for capacity expansion. CRISIL has reaffirmed the company’s A1 rating and upgraded its outlook to Positive, citing strengthened credit profiles and consistent net worth creation.

Gokul Agro Resources Limited will hold its 12th Annual General Meeting on September 18, 2026, at 12:30 pm through Video Conferencing or Other Audio Visual Means (VC/OAVM). The Registered Office of the company shall be deemed to be the venue of the meeting.

The announcement was made in compliance with the Companies Act, 2013, SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and relevant circulars issued by the Ministry of Corporate Affairs and SEBI.

Electronic Communication and Voting

The Notice of the AGM along with the Annual Report for FY25-26 will be sent only by electronic mode to those members whose email addresses are registered with the company or Depository Participants. Members without registered email addresses will receive a letter containing a web-link to access the Annual Report and Notice pursuant to Regulation 36(1)(b) of the SEBI Listing Regulations.

The Notice will also contain instructions for casting votes through remote e-voting or e-voting during the meeting. The documents will be available on the company website, stock exchange websites, and the NSDL website.

Email Registration Process

Shareholders are required to register or update their email addresses to receive communications:

The notice is issued for the information and benefit of the members in compliance with applicable MCA and SEBI circulars.