ftInvstr
GOKULAGRO · Consumer Defensive ₹231.78 -1.37% Mkt Cap ₹6833 Cr

GOKULAGRO

Consumer Defensive Packaged Foods
₹231.78
-1.37% today · 30d +2.83%
as of 2026-09-04
Price · Daily Candles
“Gokul Agro soars on profit surge, but short-term technicals flash amber.”
Gokul Agro delivered an annual profit surge of 50.41% and a quarterly net profit increase of 144.14% YoY, pushing its 1-year return to 45.09%. Its PE ratio of 16.56 and ROE of 37.0% position it favorably in the Packaged Foods sector, despite recent bearish MACD and RSI signals.
BULL CASE
+Q4 net profit jumped 144.14% YoY to ₹119 Cr, significantly outpacing revenue growth.
+Annual net profit grew by 50.41% YoY to ₹369 Cr, demonstrating strong financial performance.
+The 5-year Net Profit CAGR stands at an impressive 52.57%, highlighting consistent long-term growth.
+The stock is trading at a PE of 16.56 and has a high ROCE of 37.0%, suggesting good value and efficient capital usage.
+The intrinsic value of ₹691.64 per share indicates a significant margin of safety of 226.3% from the current price.
BEAR CASE
Share price has fallen 10.02% in the last month, and is 15.18% off its 52-week high of ₹249.92.
Both the MACD (-1.9226) and RSI (35.51) indicators are currently in moderate bearish territory.
FII shareholding decreased by 0.07% QoQ to 1.51% in Q4 2026.
The company's operating profit margin of 3.35% for Q4 2026 is relatively low.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹5282 Cr
+7.26% YoY
NET PROFIT
₹123 Cr
+71.26% YoY
OPM
4.1%
+1.21pp YoY
EPS
₹4.16
PE 16.56
Intrinsic value · DCF: N/A — ML model predicts severe Δ FCF compression (h1=-31.5%, h2=-32.4%, h3=-31.9% of mktcap), driving projected FCF negative by year 3 despite healthy current FCF. Treating as forecast outlier rather than reporting a misleading ₹0 valuation. Use the Strategy Fit and ML sections instead.
◇ Sector Position
Gokul Agro (PE 16.56, ROCE 37.0%) appears undervalued compared to sector leaders like Nestle India (PE 76.45, ROCE 66.49%) and Britannia (PE 48.44, ROCE 64.74%), despite a lower ROCE.
PEERPEROCE %
GOKULAGRO16.5637.0
NESTLEIND76.4566.49
BRITANNIA48.4464.74
TATACONSUM71.210.26
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒

9 ML-predicted forward-growth ranks across sales, EBIT, and FCF.

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77
SCORE / 100
Overall
6-axis composite of the sections below.
Performance STRONG 90
Valuation CHEAP 75
Growth STRONG 85
Profitability DECENT 65
Technicals NEUTRAL 55
Risk LOW 90
Key Stats
TTM PE
16.56
P/B
4.31
52W HIGH
₹259.8
OFF HIGH
-10.79%
MKT CAP
₹6833 Cr
◉ Active Signals
MACDNeutral-1.9054
RSI(14)Neutral46.87
⧉ Strategy Fit 🔒

See which of ftInvstr's 50+ strategies hold GOKULAGRO and at what entry.

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