GOKALDAS EXPORTS LTD.

Gokaldas Exports Limited (GOKEX) held its Q4 FY'26 earnings conference call on May 25, 2026, where management discussed the impact of various global disruptions on the company's performance. Despite facing challenges such as high tariffs and geopolitical tensions, the company reported a 2% growth in Indian operations and a 17% increase in its Africa business year-over-year. Management highlighted a total income of INR 4,065 crores, a 4% increase from the previous year, and maintained EBITDA margins despite tariff pressures. The company invested INR 170 crores in capacity expansion and plans to continue this trend. Management expressed optimism about future growth, citing new customer acquisitions and improved market conditions, particularly in the U.S. and Africa. They also noted the potential for margin improvement as tariff burdens ease and operational efficiencies are realized.

Management emphasized resilience and growth despite significant challenges.