Gokaldas Exports Q4 FY25 earnings call transcript filed
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Transcript of Q4 FY25 earnings call filed. FY25 consolidated revenue grew 63% YoY to INR3,915 crores, EBITDA up 49% to INR424 crores. Q4 revenue was INR1,035 crores at 13.7% EBITDA margin. Management flagged near-term margin pressure of about 2% from US tariff uncertainty as customers seek to share burden. Three new factories in MP, Karnataka and Jharkhand due in Q3 FY26, adding INR325-350 crores annual revenue. Targets around 15% consolidated growth in FY26.
Near-term margin pressure of around 2% expected from US tariffs but capacity expansion continues. Transcript filing is a routine regulatory disclosure.