Gokaldas Exports’ key merchandise/income segments embrace Textile Apparels, Export Incentives, Equipment and Job Work for the 12 months ending 31-Mar-2024.
Financials
For the quarter ended 31-03-2025, the corporate has reported a Consolidated Complete Earnings of Rs 1034.86 crore, up 3.41% from final quarter Complete Earnings of Rs 1000.78 crore and up 26.52% from final 12 months identical quarter Complete Earnings of Rs 817.97 crore. The corporate has reported web revenue after tax of Rs 52.86 crore within the newest quarter. The corporate’s high administration consists of Mr.Mathew Cyriac, Mr.Sivaramakrishnan Ganapathi, Mr.Sundararajan Poorana Seenivasan, Mr.Prabhat Kumar Singh, Mr.George Varughese, Mr.Rama Bjiapurkar, Mr.Shivanandan Ashoke Dalvie, Mr.Pavitra Rajaram. Firm has MSKA & Associates as its auditors. As on 31-03-2025, the corporate has a complete of seven crore shares excellent.
Funding Rationale
Gokaldas Exports expects near-term (2-2.5 quarters) challenges as increased prices might be borne by suppliers and retailers concurrently. Although, this extra value is anticipated to be handed on to the end-customers ultimately, resulting in a restoration in margins in 2HFY26. The corporate additionally witnessed some impression so as ebook for 2QFY26 however expects it to get well put up some readability on tariffs in July (finish of 90-day pause). The corporate believes that in a case the place tariffs maintain at 10%, further prices might be shared amongst retailer, provider (Indian exporters) and end-consumers. Even when tariffs are reinstated to the preliminary ranges with India at ~26%, Indian gamers stay well-placed given increased tariffs to be confronted by different nations like Vietnam, China, Bangladesh and many others. In each these conditions, further value is anticipated to be handed on to the end-consumer over time. The Firm plans to take a choice on BTPL merger quickly. If permitted, merger is anticipated to be accomplished in subsequent 12 months. The long run appears beneficial with a seamless shift of worldwide sourcing away from China given increased tariffs, provider consolidation in the direction of environment friendly and properly capitalized gamers, and supply-side instabilities in a number of nations. Gokaldas exports stay JM Monetary’s high decide within the textile house. They reiterate BUY with an unchanged goal value at Rs 1,265. Promoter/FII Holdings
Promoters held 9.38 per cent stake within the firm as of 31-Mar-2025, whereas FIIs owned 25.79 per cent, DIIs 36.82 per cent.
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