Gokaldas Exports Limited has informed the Exchange regarding a press release dated May 21, 2025, titled "Press Release".
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Awaiting price reaction for this filing.
Gokaldas Exports reported a strong 4QFY25 with consolidated total income of ₹1,035 Crore, up 27% year-on-year, and profit before tax of ₹79 Crore, up 84%. EBITDA margins improved by 272 basis points YoY to 13.7%, driven by productivity gains and cost management. For the full year FY25, total income touched a record ₹3,917 Crore (up 63% YoY) and PBT grew 37% to ₹218 Crore, while full-year EBITDA margin dipped 97 bps to 10.8% due to the consolidation of recent acquisitions (Atraco and Matrix). On a standalone basis (excluding acquired entities), FY25 revenue grew 19% and EBITDA 10%, with margins of 11.9%. Management flagged US reciprocal tariffs as a near-term headwind causing business volatility and margin pressure, while seeing the India-UK FTA as a future opportunity.
Strong quarterly earnings with healthy margin expansion are positive for the stock, but the US tariff warning and full-year margin compression from acquisitions temper the outlook. Investors should watch how the company navigates tariff-related volatility in FY26.