Gokaldas Exports Ltd
Gokaldas Exports Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
India operations volumes: Q4 India excluding Matrix at 8.6 million pieces; Atraco Q4 volumes at 5.63 million; full year Atraco 16.27 million pieces. FY27 guidance anticipates at least EBITDA breakeven for BTPL in H1 and positive EBITDA of 6-7% in H2.
From Gokaldas Exports Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- India operations volumes: Q4 India excluding Matrix at 8.6 million pieces; Atraco Q4 volumes at 5.63 million; full year Atraco 16.27 million pieces.
- Africa revenue expected to reach $115-120 million in FY27, with Q1-Q2 run rate around $24-25 million and significant ramp-up in H2.
- India capacity to rise to 104 million pieces in FY27, with new capacities adding 12 million pieces (7.5 million India, 4.5 million Africa).
- New factories planned in Karnataka and Bhopal, potentially adding INR300 crores revenue at steady state; additional capex INR80-100 crores spread over 2 years likely.
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Profitability & Margins
See what Gokaldas Exports Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Gokaldas Exports plans to commission two new factories, likely pressing the button next quarter depending on tariff and geopolitical situations. These capacities aim to sustain growth in late FY27 and especially in FY28.
- Approximate capex for these two factories together is estimated at INR 80-100 crores, spread over two years.
- The new Karnataka and Bhopal units at steady state are expected to add around INR 300 crores in revenue.
- Additional two units in planning stage may add another INR 300 crores in revenue but likely not before FY28.
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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 described as "relatively very robust and strong," with confidence in sustained demand.
- Booking is ongoing for spring 2027, indicating healthy forward visibility.
- Customers are conservative due to inflation and other macro factors but continue placing orders with potential for additional orders closer to delivery dates.
- The company has enough order flow from existing customers to absorb additional capacity.
- Two new premium customers have been added for FY27, with ongoing discussions with one or two more top-class customers.
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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 Q4 FY26 results?
India operations volumes: Q4 India excluding Matrix at 8.6 million pieces; Atraco Q4 volumes at 5.63 million; full year Atraco 16.27 million pieces. FY27 guidance anticipates at least EBITDA breakeven for BTPL in H1 and positive EBITDA of 6-7% in H2.
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?
Gokaldas Exports plans to commission two new factories, likely pressing the button next quarter depending on tariff and geopolitical situations.
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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.