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Chahat Aggrawal

27th Jan · SEBI-Registered Analyst

Gokaldas Exports Shifts Focus to EU Amid US Margin Pressure

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GOKEX
sees strong growth potential in Europe following the India-EU FTA and expects the EU’s revenue contribution to increase from 16–17% to around 19–20% over the next 12 months. Meanwhile, higher US tariffs have compressed margins to low single digits, though the company maintains a healthy order book visibility extending up to Q1 FY27.

#FundamentalViews#Pre-OpeningCommentary
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