A Good Q2FY27 For Gokaldas Exports | US Retail Demand Has Been Strong In 2026, Says Company
CNBC-TV18 · 09 Nov 2026 · 12 min
Management interview of Gokaldas Exports Ltd (GOKEX), with 12 key numbers discussed.
- Siva Ganapathi, Vice Chairman & MD, Gokaldas Exports
Gokaldas Exports reported resilient retail demand in the US, up about 5.5% YTD in CY26. The merger of BTPL is expected around late November or early December, contributing around Rs 300 cr in FY27 and breaking even at the EBITDA level in Q4. African operations under Atraco are poised for recovery following US duty-free access under AGOA until December 2028, with a 10% EBITDA margin targeted for FY28. Management raised FY27 capex guidance to Rs 150-175 cr, anticipating annual capex of Rs 175 cr over the next three years to support strong demand.