Gokaldas Exports Ltd
Gokaldas Exports Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Africa revenue for the next half (Q3 + Q4) expected to exceed USD 50 million, with potential for even better performance. - International revenue, especially from Africa, anticipated to grow faster than India, potentially contributing up to 30% of overall revenue in the coming years. - U.K. Gokaldas Exports projects over 12% EBITDA margin by FY '27, even considering a 20% tariff scenario in India.
From Gokaldas Exports Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Africa revenue for the next half (Q3 + Q4) expected to exceed USD 50 million, with potential for even better performance.
- International revenue, especially from Africa, anticipated to grow faster than India, potentially contributing up to 30% of overall revenue in the coming years.
- U.K. and European markets are growing rapidly; contribution expected to rise from current 13-14% to about 20% in the foreseeable future.
- U.S. business currently about 70% of revenue, targeted to reduce to 60% or below by growing U.K. and Europe markets.
- Top-line revenue capacity at consolidated level expected around INR 4,500 crore post-capex.
- Order book remains strong despite tariff challenges, indicating robust demand and volume stability.
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Profitability & Margins
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Capital Expenditure Plans
- INR110 crores capex spent in H1 FY26; INR40 crores planned for H2 FY26.
- INR75 crores of the capex is for new capacity additions involving:
- Bhopal Unit-2 (Madhya Pradesh)
- New plant in Bangalore
- New unit in Jharkhand
- INR20 crores invested in Kenya for capacity expansion.
- INR35 crores allocated for modernization and upgrades.
- Additional INR5 crores in Matrix for existing capacity expansion.
- Focus on judicious spending based on tariff visibility.
- Potential further capex increase to ~INR150 crores in FY28 if tariff is rationalized.
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Top-ranked in Textiles & Apparels
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Gokaldas Exports Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The current order book is full and robust across India and Africa.
- India order book stands at approximately INR 900+ crores.
- Africa's order book is around INR 240-250 crores.
- These orders are expected to be executed over the next 6 months.
- There are constant additions to the order book, indicating ongoing strong demand.
- For Africa, the next half-year (Q3 and Q4) revenue is expected to exceed USD 50 million, possibly doing better.
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Gokaldas Exports Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.1K Cr, net profit ₹36 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Gokaldas Exports Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Gokaldas Exports Ltd Q2 FY26 results?
Africa revenue for the next half (Q3 + Q4) expected to exceed USD 50 million, with potential for even better performance. - International revenue, especially from Africa, anticipated to grow faster than India, potentially contributing up to 30% of overall revenue in the coming years. - U.K. Gokaldas Exports projects over 12% EBITDA margin by FY '27, even considering a 20% tariff scenario in India.
What is Gokaldas Exports Ltd share price analysis?
Gokaldas Exports Ltd currently shows a neutral. The stock trades at a P/E of 51.0 with a market cap of ₹5,250 Cr. Investors should review the full earnings analysis for detailed insights.
Is Gokaldas Exports Ltd planning capital expenditure?
INR110 crores capex spent in H1 FY26; INR40 crores planned for H2 FY26.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.