Gokaldas Exports Limited — Investor Meet, 29-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Gokaldas Exports reported FY25 consolidated revenue of INR3,915 Cr, up 63% YoY, with 19% organic growth. EBITDA rose 49% to INR424 Cr; Q4 revenue stood at INR1,035 Cr with a 13.7% EBITDA margin. The company is expanding in Europe and UK, integrating Atraco and Matrix Designs. Tariff uncertainties, especially US-China, may pressure margins (~2%) in H1 FY26. Capacity expansions in MP, Karnataka, and Jharkhand will add ~INR325-350 Cr annual revenue from Q3 FY26. Management is confident about long-term growth from India’s textile ecosystem, trade deals, and vertical integration. Order volumes are stable amid global headwinds.