Gokaldas Exports Limited — Investor Meet, 02-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Gokaldas Exports anticipates a strong FY27 after tariff reductions (from 50% to 10%) and AGOA restoration boosted competitiveness. FY26 saw 4% revenue growth to INR 4,065 Cr, with EBITDA sustained despite significant tariff impact. Management expects FY27 revenue growth exceeding 10-12% and margin improvement by ~2 percentage points, driven by removed past sharp pricing in H2. New customers and capacity expansions in India and Africa are key. BTPL merger in Q3 FY27 targets H2 operating profit and >INR 1,000 Cr revenue. The company's resilience is notable, signaling a positive business shift.