Gokaldas Exports Limited — Investor Meet, 19-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Gokaldas Exports reports a strong Q1 FY27: consolidated income up 21% & EBITDA up 17% YoY. Africa surged 45%, India grew 16%, showing broad-based growth. Rising wages and logistics costs (INR 5-6 Cr impact) were managed via efficiencies. BTPL merger on track for Q3, targeting EBITDA positive contribution. New CapEx of INR 100 Cr for Jharkhand & Karnataka aims for INR 350 Cr future revenue. Strong order book and favorable trade policies (US tariff parity, India-UK FTA) boost confidence. Management is upbeat on navigating complexities, expecting higher EBITDA margins and exceeding mid-teen growth targets.