Gokaldas Exports Ltd.
NSE: GOKEX · Textiles
Sector
Textiles
Size band
Small cap
Market cap
4,519cr
P/E
23.4
ROE
11.3%
No price is shown on this page, live or delayed. It records what management said on the earnings call, and the company’s filings.
Measured against
Peer set
Textiles & Apparel · largest 12 of 40 measured at Q1 FY27 · financials via Screener| Company | Operating margin | Revenue growth |
|---|---|---|
| Page Industries Ltd. | 20.0% | 7.8% |
| K.P.R. Mill Ltd. | 19.0% | 9.6% |
| Trident Ltd. | 17.0% | 4.7% |
| Arvind Ltd. | 10.0% | 24.7% |
| Pearl Global Industries Ltd. | 11.0% | 24.4% |
| Alok Industries Ltd. | 6.0% | 6.5% |
| Garware Technical Fibres Ltd. | 19.0% | 31.3% |
| Indo Count Industries Ltd. | 12.0% | 25.9% |
| Raymond Lifestyle Ltd. | 6.0% | 6.0% |
| Gokaldas Exports Ltd. | 10.0% | 20.7% |
| Lux Industries Ltd. | 7.0% | 0.8% |
| Kitex Garments Ltd. | 6.0% | −19.8% |
What management said
13 statements on recordEarnings call · Q1 FY '27 · 19 Aug 2026
- BTPL fabric capacity→grow by another 30%· near future
“The unit has secured nominations from multiple brands for fabric sourcing, has started exporting fabrics as well and it's operating at a capacity of about 50 lakh meters a month. This is expected to grow by another 30% in the near future.”
- India / consolidated revenue growth→15% plus growth; probably should do better than that· FY '27
“And as far as the growth percentages you mentioned 15-odd percent, that seems to be very straightforward. We probably should do better than that.”
- Africa revenue→$112 million to $115 million; pushing for $120 million· FY '27
“So Africa visibility at the moment, while we said $120 million and we are pushing for it, I can see about $112 million to $115 million at the moment. We are trying to push for bridging that balance as well.”
- Africa EBITDA margin→double-digit EBITDA· Q4 or early next Q1
“Okay. And last one is the Africa EBITDA. When can we see the double-digit EBITDA will bounce back from this 8%? Siva Ganapathi: I believe it will be in Q4 or early next Q1.”
- Q2 revenue→like Q1· Q2 FY '27
“And our Q2 performance will be like our Q1 in terms of revenue profile.”
- Capex for Jharkhand and Karnataka facilities→INR100 crores total; INR70 crores to INR75 crores in current financial year· FY '27
“For both the facilities, we expect the investment would be in the range of about INR100 crores. About INR70 crores to INR75 crores is estimated to be spent in this current financial year..”
- Revenue from Jharkhand and Karnataka facilities→almost INR350 crores· steady state / FY '29 full potential
“In a steady state, these 2 facilities will add revenue to the extent of almost INR350 crores.”
- Jharkhand and Karnataka facilities commissioning / utilization→come on stream in FY '28 second half; full potential in FY '29· FY '28 second half and FY '29
“Yes. In FY '28, second half, it will come on stream. And in FY '29, will realise the full potential of this investment.”
- Africa capacity revenue potential→about $120 million annual revenue· current capacity
“We have already created the capacity. We should be able to deliver the annual revenue with current capacity addition to about $120 million.”
- BTPL EBITDA margin→mid- to high single-digit EBITDA margin· by merger / last 4 months of the year
“And during that period or by that period, my anticipation is that BTPL will be generating mid- to high single-digit EBITDA margin and should be contributing positively to Gokaldas after its merger.”
- BTPL profitability→EBITDA positive in Q3; PBT positive in Q4· Q3 and Q4 FY '27
“But definitely, in Q3, we should be EBITDA positive. In Q4, we are targeting PBT positive.”
- Bhopal second unit utilization→near full capacity utilization by the fourth quarter· Q4 FY '27
“In fact, the second unit is ramping up as we speak in Madhya Pradesh. That should also reach high -- near full capacity utilization by the fourth quarter in terms of manpower ramp-up.”
- New Jharkhand and Karnataka unit capacity→INR175 crores each revenue run rate; 3.5 million pieces each; INR50 crores each investment· steady state
“So both units are in the similar capacity, about INR175 crores each is the revenue run rate in a steady state with an investment of INR50 crores each. In terms of Pieces, it is 3.5 million pieces each.”
Taken from management commentary on the company’s earnings call and quoted verbatim. These are statements of intent made by the company, not forecasts by Bharatstox, and nothing here records whether they were met.
On air
19 calls · outcomes not trackedRecorded as stated on air, with the analyst's SEBI registration status where it was given. Anchor calls carry no registration and are marked. Bharatstox does not make, endorse or repeat these calls, and none of them is our view.
| Channel & show | Aired | Stated target | Stated stop | Outcome |
|---|---|---|---|---|
| Zee BusinessZee Business · no registration attached | 7 Sep | +17.9% | — | still open |
| Zee BusinessZee Business · no registration attached | 7 Sep | +12.8% | — | still open |
| Zee BusinessZee Business · no registration attached | 6 Sep | +17.9% | — | still open |
| Zee BusinessZee Business · no registration attached | 6 Sep | +12.8% | — | still open |
| Zee BusinessZee Business · no registration attached | 5 Sep | +17.9% | — | still open |
| Zee BusinessZee Business · no registration attached | 5 Sep | +12.8% | — | still open |
| Zee BusinessZee Business · no registration attached | 4 Sep | +17.9% | — | still open |
| Zee BusinessZee Business · no registration attached | 4 Sep | +12.8% | — | still open |
| Zee BusinessZee Business · no registration attached | 28 Aug | +27.6% | — | still open |
| Zee BusinessZee Business · no registration attached | 28 Aug | +27.8% | — | still open |
| Zee BusinessZee Business · no registration attached | 17 Aug | +11.1% | -2.9% | still open |
| Zee BusinessZee Business · no registration attached | 17 Aug | +8.6% | -2.9% | still open |
| Zee BusinessZee Business · no registration attached | 17 Aug | +11.1% | -2.9% | still open |
| Zee BusinessZee Business · no registration attached | 17 Aug | +8.6% | -2.9% | still open |
| Zee BusinessZee Business · no registration attached | 15 Aug | +11.1% | -2.9% | still open |
| Zee BusinessZee Business · no registration attached | 15 Aug | +8.6% | -2.9% | still open |
| Zee BusinessZee Business · no registration attached | 15 Aug | +11.0% | -3.0% | still open |
| Zee BusinessZee Business · no registration attached | 14 Aug | +11.1% | -2.9% | still open |
| Zee BusinessZee Business · no registration attached | 14 Aug | +8.6% | -2.9% | still open |
Shareholding
change across 4 filings| Category | Jun 26 | Mar 26 | Dec 25 | Sep 25 | Change |
|---|---|---|---|---|---|
| Promoters | 9.2 | 9.2 | 9.2 | 9.2 | 0.0 |
| Foreign institutions | 14.5 | 19.8 | 23.7 | 22.9 | −8.4 |
| Domestic institutions | 43.4 | 37.6 | 39.0 | 39.0 | +4.4 |
| Retail & others | 33.0 | 33.4 | 28.1 | 29.0 | +4.0 |
As filed with the exchange for the periods ending Sep 25 to Jun 26.
Filings
latest 25 of 247- Certificate under SEBI (Depositories and Participants) Regulations, 201813 Oct 2026
- Trading Window30 Sept 2026
- Shareholders meeting29 Sept 2026
- Shareholders meeting28 Sept 2026
- Analysts/Institutional Investor Meet/Con. Call Updates21 Sept 2026
- Schedule of meeting with Institutional Investors/Research Analysts to be held on September 24, 2026.21 Sept 2026
- Analysts/Institutional Investor Meet/Con. Call Updates16 Sept 2026
- Schedule of meeting with Institutional Investors/Research Analysts to be held on September 21, 2026.16 Sept 2026
- Analysts/Institutional Investor Meet/Con. Call Updates28 Aug 2026
- Schedule of meeting with Institutional Investors/Research Analysts28 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates19 Aug 2026
- Transcript of Q1 FY27 earnings conference call held on August 12, 2026.19 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates17 Aug 2026
- Schedule of meeting with Institutional Investors/Research Analysts.17 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates12 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates12 Aug 2026
- Press Release11 Aug 2026
- General Updates11 Aug 2026
- General Updates11 Aug 2026
- Outcome of Board Meeting11 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates7 Aug 2026
- Shareholders meeting31 Jul 2026
- Certificate under SEBI (Depositories and Participants) Regulations, 20183 Jul 2026
- Trading Window30 Jun 2026
- Copy of Newspaper Publication30 Jun 2026
The 25 most recent of 247 filings we hold for GOKEX, back to January 2024. Every filing, by day.
Disclaimer
Guidance is quoted from management commentary on quarterly earnings calls; the words are the company's own and the targets are theirs, not ours. Peer comparisons use quarterly financials sourced from Screener, with every company measured at the same fiscal quarter; the peer set is companies sharing the same industry classification, and comparisons are descriptive, not a ranking or a view. Broadcast calls are reproduced as stated on air, attributed, with the analyst's SEBI registration status where given; they are not our calls and not our view. Filings are reproduced as companies filed them to the NSE and BSE; Bharatstox does not verify, endorse or comment on their contents. This page is for informational and educational purposes only and does not constitute investment advice, research, or a recommendation to buy or sell any security. Investing in securities markets is subject to market risks. Read all related documents carefully before investing.