Gokaldas Exports Eyes 12-15% Revenue Growth by FY27 as US Sourcing Returns

• Gokaldas Exports anticipates 12-15% revenue growth in FY27, driven by stable orders and global sourcing demand.
• Growth momentum is expected to strengthen from FY28 as new sourcing cycles and customer demand fully reflect in order flows.
• US buyers are increasing sourcing from India again as tariff pressures reduce, after a period of slowed demand.
• The company expects margin recovery as tariff sharing with customers decreases, leading to EBITDA growth.
• Europe's revenue contribution has risen to 16-17% due to diversification and new EU customers; an EU free trade agreement is expected to boost long-term expansion.