Gokaldas Exports Ltd (BOM:532630)

Q3 2026 Gokaldas Exports Ltd Earnings Call Transcript

Feb 1, 2026 / 05:30 AM GMT

Release Date Price: ₹580.1 (-4.92%)

Transcript

Key Points

Positve

Gokaldas Exports Ltd (BOM:532630) reported a total income of 998 crores, maintaining a flat year-on-year performance despite challenging conditions.
India operations showed resilience with an 8% year-on-year growth, even with the impact of steep US tariffs.
The company has a robust order book for both India and Africa, providing visibility for future quarters.
Strategic investments in BTPL, a fabric processing unit, are expected to strengthen vertical integration and improve margins.
Efforts to increase business from Europe are underway, including onboarding a new customer from the EU, which could diversify revenue streams.

Negative

The steep 50% US tariff on Indian exports has significantly impacted margins, with the company sharing a considerable portion of this burden with customers.
The expiry of the AGOA agreement led to a dip in revenue from Africa, compounded by supply chain disruptions in the region.
Despite operational improvements, the high US tariffs continue to be a major concern, affecting profitability.
The UK FTA signed in July 2025 has not yet taken effect, delaying potential benefits.
There is uncertainty regarding the extension of AGOA, which affects the company's ability to fully capitalize on African operations.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GOKL.NS - Gokaldas Exports Ltd
Q3 2026 Gokaldas Exports Ltd Earnings Call
Feb 02, 2026 / 05:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good morning and welcome to the Q3 and 9 month S526 earnings conference call for Gokgulas Exports Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Kastudi Sharma from EY's investor relations team.

Thank you and over to you, Ms. Kasturi.

Thank you, Sofnali. Good morning to all the participants on the call. Before we proceed, let me remind you that

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.