Gokaldas Exports Limited — Investor Meet, 13-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Gokaldas Exports reported strong Q1 FY26 PAT growth of 53% to INR 41 Cr, with EBITDA margin improving to 12.1%. Revenue grew moderately by 4%, impacted by tariff uncertainties, though income excluding acquired entities rose 20%. The company absorbed INR 15 Cr in customer discounts due to U.S. tariffs, a challenge expected to extend into H2 FY26 but normalize by FY27. Capacity is expanding in India (3 new factories by Q3 FY26) and Africa, adding INR 500 Cr in annual revenue potential. Diversification efforts include leveraging Africa's tariff advantage and growing European business, now 13% of revenue. Management prioritizes growth amidst market volatility.