In Week of Mar 28, 2026, Gokul Agro Resources Ltd (Edible Oils, Agro Processing) is outperforming Nifty 500 with +12.7% relative strength. Fundamentals: Average.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Mar 21, 2026
What: Cumulative sales of ₹17,876.79 crores in 9 months suggests potential for strong full-year performance
Impact: +₹5500 Cr revenue
“On a nine-month basis, Gokul Agro has posted cumulative sales of ₹17,876.79 crores in FY26, positioning the company for a strong full-year performance.”
What: Revenue growth of 26.58% YoY despite margin pressures
Impact: +₹1500 Cr revenue
“The quarter's results reflect the company's ability to capture market share through volume growth whilst navigating volatile commodity markets.”
Earnings deceleration risks from management commentary
Trigger: Rising input costs continue
Impact: -200 bps margin impact
Management view: This erosion in profitability, despite strong top-line growth, points to rising input costs and competitive pressures in the edible oil segment that have squeezed spreads.
Monitor: OPM quarterly trend
Trigger: Revenue growth continues without working capital optimization
Impact: -50 bps margin impact
Management view: Interest costs rose to ₹46.49 crores in Q3 FY26 from ₹42.33 crores in Q2 FY26
Monitor: Interest cost to revenue ratio
Key quotes from recent conference calls
“On a nine-month basis, Gokul Agro has posted cumulative sales of ₹17,876.79 crores in FY26, positioning the company for a strong full-year performance. — Management”
“The quarter's results reflect the company's ability to capture market share through volume growth whilst navigating volatile commodity markets. — Management”
“This erosion in profitability, despite strong top-line growth, points to rising input costs and competitive pressures in the edible oil segment that results have squeezed spreads. — Management”
“Net sales of ₹6,314.25 crores represented a healthy 26.58% year-on-year expansion, though the sequential 4.88% decline from Q2 FY26's ₹6,638.19 crores suggests seasonal demand patterns typical of the edible oil industry. — Management”
Forward-looking targets from management for Next 2-4 quarters
Key Milestones
• Q4 FY26 results
• Full-year FY26 performance
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +27% | +23% | Stable |
| PAT (Net Profit) | +8% | +26% | Stable |
| OPM | 3.0% | 0 bps | Expanding |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Mar 21, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Gokul Agro Resources Ltd's latest quarterly results (Dec 2025) show
Gokul Agro Resources Ltd's profit is growing with an stable trend.
Gokul Agro Resources Ltd's revenue growth trend is stable.
Gokul Agro Resources Ltd's operating margin is expanding.
Gokul Agro Resources Ltd's long-term compounding rates
Gokul Agro Resources Ltd's earnings growth is stable with weakening on a sequential basis.
Gokul Agro Resources Ltd's trailing twelve month (TTM) performance
Gokul Agro Resources Ltd appears undervalued based on our fair value analysis.
Gokul Agro Resources Ltd's current PE ratio is 18.2x.
Gokul Agro Resources Ltd's current PE is 18.2x.
Gokul Agro Resources Ltd's price-to-book ratio is 4.5x.
Gokul Agro Resources Ltd is rated Average with a fundamental score of 56.38/100. This score is calculated from objective financial metrics
Gokul Agro Resources Ltd has a debt-to-equity ratio of N/A.
Gokul Agro Resources Ltd's return ratios over recent years
Gokul Agro Resources Ltd's operating cash flow is positive (FY2025).
Gokul Agro Resources Ltd currently does not pay a significant dividend (yield 0.00%).
Gokul Agro Resources Ltd's shareholding pattern (Dec 2025)
Gokul Agro Resources Ltd's promoter holding has increased recently.
Gokul Agro Resources Ltd has been outperforming Nifty 500 for 2 consecutive weeks, indicating early-stage outperformance.
Gokul Agro Resources Ltd is an established outperformer with 2 weeks of consecutive Nifty 500 outperformance.
Gokul Agro Resources Ltd has 2 key growth catalysts identified from recent earnings analysis
Gokul Agro Resources Ltd has 2 key risks worth monitoring
In Q3 FY26, Gokul Agro Resources Ltd's management highlighted
Gokul Agro Resources Ltd's management has provided the following forward guidance for Next 2-4 quarters
Based on quantitative research signals, here is why Gokul Agro Resources Ltd may be worth studying
Gokul Agro Resources Ltd investment thesis summary:
Gokul Agro Resources Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
