Gokaldas Exports Ltd
Gokaldas Exports Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company expects a top-line growth of 10% to 15% over the medium term (2-3 years), with the higher end of this range being reasonable. Gokaldas Exports expects around 10-15% top-line growth over the next 2-3 years, with the higher end of this range being a reasonable assumption.
From Gokaldas Exports Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company expects a top-line growth of 10% to 15% over the medium term (2-3 years), with the higher end of this range being reasonable.
- Incremental capacities in Madhya Pradesh, Karnataka, and Ranchi are projected to add around INR 300 crores in revenue once fully ramped up.
- The knitted fabric unit (BTPL) will ramp up production and is expected to generate INR 150-200 crores annually from Q2 onwards.
- The vision to achieve $1 billion revenue in 3-4 years is considered attainable due to strong demand and increased sourcing from India.
- Current full capacity utilization implies growth will come from new capacities, de-bottlenecking, and acquisitions.
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Profitability & Margins
See what Gokaldas Exports Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Ongoing investments in capacity expansion across three facilities:
- Madhya Pradesh: Incremental new capacity expected to add ~INR175 crores in revenue once fully ramped up.
- Karnataka: Expansion yielding about INR125-130 crores revenue potential.
- Ranchi: Expansion for knits with revenue potential of INR55-60 crores.
- 500 machine expansion initiated at Atraco, with INR35 crores spent; revenue potential ~INR125-130 crores.
- BTPL acquisition investment of INR175 crores through OCD; total acquisition cost expected around INR588 crores.
- Focus on backward integration by setting up new fabric capacities to reduce raw material dependence and lead times.
- Working on technical upgrades, de-bottlenecking, and automation to improve productivity and margins.
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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
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Order Book & Pipeline
- The company's order book remains strong with robust near-term prospects.
- Fall/winter order placements have been good; production for these happens in Q1 and Q2.
- Early indications for the spring/summer season are also strong, with most customers experiencing good business traction.
- Gokaldas is actively engaging with customers to expand relationships and secure incremental business.
- Existing capacities are fully utilized, and some capacities will come online towards the start of Q3 FY '26.
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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 Q3 FY25 results?
The company expects a top-line growth of 10% to 15% over the medium term (2-3 years), with the higher end of this range being reasonable. Gokaldas Exports expects around 10-15% top-line growth over the next 2-3 years, with the higher end of this range being a reasonable assumption.
What is Gokaldas Exports Ltd share price analysis?
Gokaldas Exports Ltd currently shows a neutral. The stock trades at a P/E of 59.0 with a market cap of ₹5,904 Cr. Investors should review the full earnings analysis for detailed insights.
Is Gokaldas Exports Ltd planning capital expenditure?
Ongoing investments in capacity expansion across three facilities: - Madhya Pradesh: Incremental new capacity expected to add ~INR175 crores in revenue once fully ramped up.
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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.