Gokaldas Exports
785.85
-13.80(-1.73%)
Market Cap₹5,755.56 Cr
PE Ratio50.05
IndustryTextiles
Company Performance:
1D-1.73%
1M+29.95%
6M+9.92%
1Y-12.45%
5Y+852.55%
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More news about Gokaldas Exports
19Nov 25
Gokaldas Exports Q2FY26: Revenue Grows 7% Amid US Tariff Challenges
Gokaldas Exports Limited achieved a 7% year-on-year growth in total income for Q2FY26, reaching INR 1,003.00 crores, despite facing a 50% US penalty tariff on Indian apparel exports. The company's India operations grew by 14%, outperforming the overall Indian apparel export market. However, Africa operations saw a 24% decline due to AGOA uncertainties. EBITDA remained flat at INR 84.00 crores. The company implemented tariff burden-sharing agreements with customers and secured a strong order book of INR 900.00+ crores for India operations and INR 240.00-250.00 crores for Africa operations. Gokaldas Exports is focusing on market diversification and capacity expansion to navigate current challenges and capitalize on potential opportunities from trade agreements.
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12Nov 25
Gokaldas Exports Reports Q2 Net Profit of Rs 808 Lakhs, Revenue Up 6% YoY
Gokaldas Exports Limited announced its Q2 FY26 results, reporting a 6% year-over-year increase in revenue to Rs 98,435.36 lakhs. However, net profit decreased significantly to Rs 808.36 lakhs from Rs 4,147.34 lakhs in the previous quarter. EBITDA showed a marginal 1.5% increase to Rs 8,357.83 lakhs. The company faced challenges including increased raw material costs, higher employee expenses, and rising finance costs. Strategic moves included acquiring additional equity in BRFL Textiles and approving its amalgamation. Management cited AGOA uncertainty affecting Africa business but noted a strong order book for future quarters.
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11Nov 25
Gokaldas Exports Reports 7% Revenue Growth Despite Africa Operations Decline and US Tariff Impact
Gokaldas Exports reported Q2 consolidated total income of Rs. 1,003.00 crores, a 7% year-on-year growth. However, Profit After Tax (PAT) declined 71% to Rs. 8.00 crores. The company's India operations grew 14%, while Africa operations saw a 23% decline due to AGOA uncertainty. EBITDA remained flat at Rs. 84.00 crores with margins decreasing from 8.7% to 8.3%. The company's performance was impacted by lower African volumes, US tariff burdens, and startup costs from new business units.
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12Sept 25
Gokaldas Exports Expands in Kenya and Europe, Navigating Tariff Challenges
Gokaldas Exports is expanding its presence in Europe, with plans to double its revenue from the region over the next two years. The company is also exploring opportunities in Kenya and diversifying its product portfolio, particularly in synthetic textiles. However, the firm faces tariff-related challenges in its operations. Systematix maintains a Hold rating on Gokaldas Exports' stock, reflecting a balanced view of the company's growth initiatives and current obstacles.
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29Aug 25
Gokaldas Exports Eyes African Expansion Amid US Tariff Hike
Gokaldas Exports, a major Indian apparel manufacturer, is considering expanding production to Africa following the US imposition of a 50% tariff on Indian goods. This move is in response to President Trump's decision, reportedly linked to India's Russian oil purchases. African countries like Kenya and Ethiopia offer lower tariff rates of around 10%, making them attractive alternatives. The new US tariffs could reduce certain Indian exports by up to 90% and potentially halve overall exports to the US. Labor-intensive sectors, particularly jewelry and apparel, are most at risk. Several African nations, including Ethiopia, Nigeria, Botswana, and Morocco, are offering incentives such as tax holidays and duty exemptions to attract Indian manufacturers. However, the shift to African production faces challenges including time-consuming setup and the need to renegotiate with US buyers.
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14Aug 25
Gokaldas Exports Reports 53% PAT Growth Amid Tariff Challenges in Q1
Gokaldas Exports, an Indian apparel manufacturer, reported strong Q1 results with a 53% year-on-year increase in Profit After Tax to INR 41.00 crores. EBITDA margin improved to 12.1% from 8.8%. The company faced challenges from U.S. tariff changes, resulting in customer discounts of INR 15.00 crores. To mitigate these challenges, Gokaldas is focusing on cost optimization, capacity expansion with new factories in India and Africa, and increasing European business contribution. The company revised the acquisition cost of Bombay Rayon Textiles Limited to INR 552.00 crores. While Q2 is expected to face similar margin challenges, the company remains optimistic about long-term prospects.
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09Aug 25
Gokaldas Exports to Merge with BRFL Textiles, Creating Vertically Integrated Garment Powerhouse
Gokaldas Exports Limited has approved a merger with BRFL Textiles Private Limited, aiming to create a vertically integrated business model. The merger combines Gokaldas' garment manufacturing with BRFL's fabric production. BRFL shareholders can choose between two share exchange options. The merger is expected to improve operational efficiency, achieve economies of scale, and enhance market competitiveness. Post-merger, promoter shareholding in Gokaldas is projected to decrease slightly. The deal is subject to regulatory approvals from stock exchanges, NCLT, shareholders, and creditors.
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08Aug 25
Gokaldas Exports Reports 52.6% Profit Surge Amid US Tariff Challenges and Order Renegotiations
Gokaldas Exports posted a 52.6% year-on-year increase in consolidated net profit, reaching ₹41.5 crore for the April-June quarter. Revenue grew by 3.99% to ₹977.2 crore, while EBITDA rose 43.70% to ₹118.7 crore. The company faces challenges from higher US tariffs, leading to order renegotiations and margin pressures. To mitigate risks, Gokaldas is diversifying markets, exploring growth in African operations, and prioritizing shipments before additional tariffs take effect. The company expects minimal disruption in the July-September quarter but anticipates intensified margin pressures in coming quarters.
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07Aug 25
Gokaldas Exports Targets European Market Growth and Factory Expansion Amid Industry Challenges
Gokaldas Exports plans to increase its European market share to mid-20s by FY27 and is adding three new factories in India. The company projects significant revenue growth from its BTPL acquisition, targeting Rs 800-900 crores in FY27 and Rs 1,500-1,800 crores in FY28 with a 12% EBITDA margin. However, the company faces near-term challenges including margin pressure in Q2 FY26, tariff uncertainties in Q3/Q4, and limitations in India's synthetic fabric ecosystem. Gokaldas expects stronger performance from FY27 onwards after resolving tariff issues.
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05Aug 25
Gokaldas Exports Reports Strong Q1 Results, Approves Office Relocation and BRFL Textiles Stake Acquisition
Gokaldas Exports Limited reported robust Q1 financial results with consolidated revenue of Rs 95,578.61 lakhs and net profit of Rs 2,717.96 lakhs. The company announced plans to relocate its registered office from Karnataka to Maharashtra. Additionally, Gokaldas will acquire a 2.76% stake in BRFL Textiles Private Limited for Rs 16.32 crores, increasing its total shareholding to 19%. This acquisition aims to provide backward integration and access to high-quality fabric at competitive prices.
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30Jul 25
Trump's 25% Tariff on India: Four Textile Stocks Face US Market Exposure Risk
US President Donald Trump announced a 25% tariff on Indian exports to the US, effective August 1. This policy shift, coupled with penalties for India's oil purchases from Russia, significantly impacts Indian textile exporters. Four companies - Gokaldas Exports, Indo Count Industries, Welspun Living, and Pearl Global - are particularly vulnerable due to their high revenue dependency on the US market, ranging from 50% to 70%. The new tariffs put Indian exporters at a competitive disadvantage compared to other Asian countries. Companies are considering strategies such as increasing prices or shifting production to mitigate the impact. Stock performance varies, with Pearl Global gaining 7% while others experienced significant declines.
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22May 25
Gokaldas Exports Reports Strong Growth with 62% Revenue Increase
Gokaldas Exports has posted impressive financial results, with revenue growing 62.43% to ₹3,864.00 crore and Profit After Tax increasing 21% to ₹158.50 crore. Q4 performance showed significant improvements, with revenue up 24.94% to ₹1,015.00 crore, EBITDA rising 44.38% to ₹1,220.00 million, and EBITDA margin improving to 12.07%. The company plans to manage the 26% US tariff increase and expects to double UK revenue post-FTA implementation.
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Gokaldas Exports
785.85
-13.80
(-1.73%)
1 Year Returns:-12.45%
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