Gokaldas Exports has received a regulatory disclosure from SBI Mutual Fund regarding a significant reduction in its shareholding. The mutual fund has decreased its stake in the textile exporter by 2% to 7.7585% of the paid-up share capital as of January 28, 2026.

Transaction Details

SBI Mutual Fund, operating under its various schemes, sold 1,53,922 shares of Gokaldas Exports through market sale on January 28, 2026. This divestment represents 0.2102% of the company's total paid-up share capital.

Shareholding Movement

The sale has resulted in a notable change in SBI Mutual Fund's position in the company. The fund's current holding of 56,82,350 shares represents 7.7585% of Gokaldas Exports' paid-up share capital.

Company Share Capital Structure

Gokaldas Exports maintains a total equity share capital of Rs 36,61,99,390, comprising 7,32,39,878 equity shares with a face value of Rs. 5 each. The share capital structure remained unchanged following this transaction.

Regulatory Compliance

The disclosure was made under Regulation 29(2) of SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011. This regulation mandates disclosure when there is a change of 2% or more in shareholding by entities holding substantial stakes in listed companies. SBI Mutual Fund's previous disclosure was made on August 28, 2025, when it reported a holding of 9.7822%.

The formal communication was signed by Vinaya Datar, Chief Compliance Officer and Company Secretary of SBI Funds Management Limited, and copies were sent to both NSE and BSE as per regulatory requirements.

Gokaldas Exports Limited has announced its unaudited financial results for the third quarter ended December 31, 2025, following the board meeting held on January 31, 2026. The company reported challenging consolidated performance with significant decline in profitability and operational metrics despite maintaining revenue levels.

Board Meeting Outcome

The Board of Directors meeting commenced at 7:30 PM and concluded at 8:45 PM on January 31, 2026. The board considered and approved the unaudited standalone and consolidated financial results pursuant to Regulation 30 and Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Consolidated Financial Performance

The company's consolidated financial results showed challenging performance with significant decline in profitability and operational efficiency. The consolidated net profit dropped to ₹14.61 crores compared to ₹50.34 crores in the previous year, while revenue declined marginally to ₹978.65 crores from ₹987.77 crores.

For the nine months period, consolidated revenue from operations increased to ₹2,918.79 crores compared to ₹2,848.90 crores in the previous year, representing a growth of 2.45%.

Standalone Financial Results

The standalone performance showed better resilience with revenue growth, though profitability remained under pressure across key operational metrics.

Investor Presentation Release

Following the results announcement, Gokaldas Exports has made its Q3FY26 investor presentation available on the company website. The presentation was released on February 02, 2026, under Regulation 30 compliance and can be accessed through the company's official website at www.gokaldasexports.com .

Operational Metrics Analysis

The significant decline in EBITDA margin from 10.52% to 7.86% indicates operational challenges and cost pressures. The company's cost structure showed variations with material costs at ₹514.25 crores for consolidated operations and ₹330.33 crores for standalone operations during Q3 FY26. Employee benefits expense stood at ₹349.57 crores on consolidated basis and ₹232.30 crores on standalone basis.

Regulatory Compliance

The financial results have been prepared in accordance with Indian Accounting Standards (Ind-AS) and were subjected to limited review by statutory auditors MSKA & Associates LLP. The results were reviewed by the Audit Committee and approved by the Board of Directors on January 31, 2026. The investor presentation release was signed by Company Secretary & Compliance Officer Gourish Hegde on February 02, 2026.