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NSE:GOKEX
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Gokaldas Exports Ltd
Gokaldas Exports Ltd. engages in the sale of garments. The company is headquartered in Bangalore, Karnataka. The company went IPO on 2005-04-27. The firm is engaged in the designing, manufacturing and exporting of a range of apparel products ranging from outerwear, activewear and fashion wear for all seasons. The firm mainly operates in two geographical segments: In India and Outside India. The firm offers a range of processing service, including, laying, cutting, sewing, checking, labs, washing, ironing, finishing, design, embroidery, printing, laser, fusing, scraping, hand grinding, quilting and polyfill. The company offers products in various categories, including outerwear, men's bottoms, men's tops, women wear, kid's, sportswear and formal wear. The Company’s subsidiaries include All Colour Garments Private Limited, SNS Clothing Private Limited, Vignesh Apparels Private Limited and Gokaldas Exports Acharpura Private Limited.
Gokaldas Exports Ltd. engages in the sale of garments. The company is headquartered in Bangalore, Karnataka. The company went IPO on 2005-04-27. The firm is engaged in the designing, manufacturing and exporting of a range of apparel products ranging from outerwear, activewear and fashion wear for all seasons. The firm mainly operates in two geographical segments: In India and Outside India. The firm offers a range of processing service, including, laying, cutting, sewing, checking, labs, washing, ironing, finishing, design, embroidery, printing, laser, fusing, scraping, hand grinding, quilting and polyfill. The company offers products in various categories, including outerwear, men's bottoms, men's tops, women wear, kid's, sportswear and formal wear. The Company’s subsidiaries include All Colour Garments Private Limited, SNS Clothing Private Limited, Vignesh Apparels Private Limited and Gokaldas Exports Acharpura Private Limited.
Revenue Growth: Gokaldas Exports reported Q2 total income of INR 1,003 crores, up 7% year-over-year, with India operations growing 14% despite industry-wide export declines.
Tariff Impact: The US-imposed 50% tariff on Indian apparel has significantly affected margins, with Gokaldas absorbing up to 15% of the increased tariff in some customer negotiations.
Margin Pressure: EBITDA was INR 84 crores, flat year-on-year, but higher finance and depreciation costs led to lower pre-tax profits. Margins were pressured by tariffs and lower Africa business.
Order Book: The company has a strong order book for both India (over INR 900 crores) and Africa (around INR 240-250 crores) for the coming quarters.
Africa Outlook: Africa operations declined 23% YoY due to AGOA uncertainties but are expected to rebound, with H2 Africa revenue set to exceed $50 million.
CapEx & Capacity: INR 110 crores spent on H1 CapEx, with major investments in new factories in India and Kenya; capacity utilization is currently near 90-95%, but new units are still ramping up.
Guidance: If the penal tariff persists, Q3 margins may be weaker than Q2, but revenue is expected to grow in H2; management remains hopeful for tariff rationalization and improved profitability.
