Gokaldas Exports eyes FY27 margin lift, $1bn UK opportunity as FTA scraps 8-12% duties
MD flags stronger exports and capacity ramp from 50-55% utilisation as India-UK FTA removes 8-12% garment duties from July 15. Stock down 9% YoY at ₹807.65 with ₹5,925 crore m-cap; brands accelerating sourcing shift from China and Bangladesh to India.
What happened
Gokaldas Exports expects FY27 margin improvement and stronger UK exports after India-UK FTA removes 8-12% duties from July 15. MD sees over $1 billion
Key facts
- ₹807.65 stock price
- 9% stock decline YoY
- 8-12% UK duties to 0%
- $1 billion India-UK garment exports
- $3.5 billion Bangladesh exports
- 50-55% capacity utilisation
- ₹5,925.64 crore m-cap
Why this matters
Lock in UK retailer sourcing contracts and evaluate bolt-on capacity acquisitions to front-run the $1bn FTA-driven export opportunity before peers scale up.