Gokaldas Exports FY26 Total Income Rs. 4,065 Cr, Up 4% YoY; EBITDA Margins at 10.7%
Gokaldas Exports reported FY26 total income of ₹4,065 crore, up 4% YoY. Q4FY26 total income grew 5% YoY to ₹1,087 crore. EBITDA for FY26 was ₹434 crore (10.7% margin), down 15 bps YoY. Q4FY26 EBITDA was ₹135 crore (12.4% margin). Management cited US tariffs as a key challenge.
The results show modest revenue growth but also highlight margin pressure due to external factors like US tariffs. This indicates a moderate impact on the company's profitability and operational efficiency.
While the company reported revenue growth, the EBITDA margins saw a slight decline YoY due to US tariff headwinds, indicating a mixed financial performance. Management commentary acknowledges challenges but expresses confidence in future leveraging of market trends.
Gokaldas Exports announced its audited financial results for the quarter and year ended March 31, 2026. The company registered a total income of ₹1,087 crores in Q4FY26, a 5% year-on-year growth. Despite tariff challenges in the US, which impacted the Indian industry's apparel exports by 10%, Gokaldas Exports saw a 2% YoY growth in its India business.
The company's Africa business experienced a healthy 17% YoY growth, attributed to the renewal of AGOA and better tariff access compared to other regions. EBITDA for Q4FY26 stood at ₹135 crores with a margin of 12.4%, despite a 131 basis points impact from US tariffs, which were partly offset by productivity gains and cost management.
For the full fiscal year FY26, the total income reached ₹4,065 crores, a 4% increase YoY. The EBITDA for FY26 was ₹434 crores, with a margin of 10.7%, a slight decrease of 15 basis points YoY due to US tariffs.
Commenting on the performance, Mr. Sivaramakrishnan Ganapathi, Vice Chairman and Managing Director, highlighted the disruptions caused by US tariffs and geopolitical events. He expressed confidence in the company's leadership and capabilities to navigate external shocks, anticipating a favorable long-term trend for sourcing from India and other low-cost regions.
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