Gokul Agro Resources Ltd
NSE: GOKULAGRO BSE: 539725
Company is in manufacturing and processing of various kinds of Edible, Non-Edible oils and meals. Company has manufacturing facility in Gandhidham, Gujarat, India.[1]
₹239
52W: ₹119 — ₹250
PE 22.1 · Book ₹39.8 · +501% vs bookMarket Cap₹7,047 Cr
Stock P/E22.1Price to Earnings
ROCE38.7%Return on Capital
ROE31.2%Return on Equity
Div. Yield0%Face Value ₹1
Strengths
- +Company is expected to give good quarter
- +Company has delivered good profit growth of 56.7% CAGR over last 5 years
- +Company has a good return on equity (ROE) track record: 3 Years ROE 26.2%
- +Company's median sales growth is 22.6% of last 10 years
Weaknesses
- −Though the company is reporting repeated profits, it is not paying out dividend
- −Company's cost of borrowing seems high
Shareholding Pattern
Promoters74.24%
FIIs1.51%
DIIs0.09%
Public24.18%
| Category | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Promoters | 73.67% | 73.67% | 73.67% | 73.67% | 73.67% | 73.67% | 74.24%▲0.6 | 74.24% |
| FIIs | 0.82% | 1.11%▲0.3 | 1.35%▲0.2 | 1.51%▲0.2 | 1.44%▼0.1 | 1.87%▲0.4 | 1.58%▼0.3 | 1.51%▼0.1 |
| DIIs | 0% | 0.05%▲0.1 | 0.03%▼0.0 | 0.04%▲0.0 | 0.01%▼0.0 | 0.01% | 0.01% | 0.09%▲0.1 |
| Public | 25.51% | 25.16%▼0.4 | 24.95%▼0.2 | 24.77%▼0.2 | 24.87%▲0.1 | 24.45%▼0.4 | 24.16%▼0.3 | 24.18%▲0.0 |
Financial Statements
| Metric | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 3,057 | 3,519 | 3,984 | 4,506 | 4,304 | 4,324 | 4,625 | 6,049 | 5,671 | 5,776 |
| Expenses | 2,995 | 3,439 | 3,886 | 4,369 | 4,185 | 4,222 | 4,502 | 5,882 | 5,532 | 5,602 |
| Operating Profit | 61 | 80 | 98 | 137 | 119 | 102 | 123 | 167 | 140 | 174 |
| OPM % | 2% | 2% | 2% | 3% | 3% | 2% | 3% | 3% | 2% | 3% |
| Net Profit | 26 | 34 | 42 | 66 | 58 | 35 | 64 | 86 | 62 | 104 |
| EPS ₹ | 0.87 | 1.16 | 1.43 | 2.22 | 1.96 | 1.2 | 2.18 | 2.93 | 2.12 | 3.53 |
AI Insights
Revenue Trend
Mar 2026 revenue at ₹22,121Cr, up 29.2% YoY. OPM at 3%.
Debt Position
Borrowings at ₹455Cr. Debt-to-equity ratio: 0.40x. Healthy balance sheet.
Capex Cycle
CWIP at ₹49Cr (6% of fixed assets). Moderate ongoing capital expenditure.
Institutional Flow
DIIs: 0.09% (+0.09pp change). FIIs: 1.51% (+1.46pp change). Promoters hold 74.24%.
Margin & Efficiency
ROCE improving from 0% (Mar 2015) to 39% (Mar 2026). Working capital days: 0.
Valuation
PE 22.1x with 38.7% ROCE. Price is 501% above book value of ₹39.8. Dividend yield: 0%.
Recent Announcements
- Announcement under Regulation 30 (LODR)-Newspaper Publication 1d - Publication of Audited Financial Results for the Quarter and Year ended March 31, 2026.
- Declaration - Unmodified Opinion On Financial Results For March 31 2026 2d - Board approved audited FY26 results, ₹430 crore expansion capex, ₹12.5 crore solar project, and two independent directors.
- Announcement under Regulation 30 (LODR)-Press Release / Media Release 2d - Gokul Agro reported FY26 revenue of ₹24,077 crore, PAT of ₹369 crore, and record EPS of ₹12.52.
- Announcement under Regulation 30 (LODR)-Change in Management 2d - Board approved FY26 audited results, Rs 430 crore expansion capex, Rs 12.5 crore solar project, and two independent directors.
- Result-Financial Result For March 31, 2026 2d
- Financial Year 2025 from bse
- Financial Year 2024 from bse
- Financial Year 2023 from bse