Gokaldas Exports Limited — Investor Meet, 09-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Gokaldas Exports reported Q3 FY26 total income of 998 Cr (flat YoY) and EBITDA of 96 Cr (down 18% YoY). US tariffs significantly impacted margins, with a 40 Cr net burden, though India operations grew 8%. Africa's revenue dipped post-AGOA expiry, but operational efficiencies improved margins, with a rebound expected from Q4 as Africa regains tariff advantage. The company is actively diversifying into Europe, adding new clients, and strengthening US customer relationships. Long-term growth is tied to India-EU and UK FTAs, while management focuses on internal efficiencies and strategic market diversification to navigate current US tariff challenges.