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← CockpitCompetitor Analysis › GOKULAGRO.NS Gokul Agro Resources Ltd.Open in the cockpit ↗

Gokul Agro Resources Ltd.GOKULAGRO.NSCompetitor analysis, valuation and peers

India · INR·FMCG›Agricultural Commodities/Milling
Momentum strong 61
Mkt cap
$702M
US dollars, full cap
Free float
26%
of shares outstanding
$/day
$720,667
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+24.6 pp
WACC 11.6%
Hurdle
-21 pp
Req g minus delivered
Close · INR₹224.41
1D+0.5%
1W+4.6%
1M+5.6%
3M-0.1%
6M-5.3%
YTD+25.2%
1Y+32.0%
ATR %3.6%
Beta0.91
52w lowhigh13.6% off high

What Gokul Agro Resources does

Employees: 1,330

Gokul Agro Resources at a glance

Size Gokul Agro Resources (GOKULAGRO.NS) is an India Consumer Staples company (Agricultural Commodities/Milling) with a market value of $702M, the 719th largest of 1,058 India companies the cockpit tracks. Shares closed at ₹224.41 on 6 Nov 2026.

Performance Over six months the shares fell 5.3%, against +0.2% for the median peer and 0.0% for the India market (cap-weighted) — 10th lowest of 20 in its peer set.

Growth Revenue grew 21.0% over the last twelve months (peer median +9.9%); the operating margin is 2.8% (peer median 4.8%).

Valuation It trades at 0.3× enterprise value to sales against a peer median of 1.3× (cheapest of 21).

Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +23%, so the hurdle is -21 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 24.6 points above its cost of capital (11.6% WACC).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 98GOKULAGRO.NS 94
Six months, rebased to 100: Gokul Agro Resources against the median of its 20 peers (local-currency closes).

Gokul Agro Resources financials

Reported figures in INR; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₹244B₹241B₹196B₹139B₹107B
Revenue growth—+23%+41%+29%—
Gross profit₹11.6B₹8.75B₹6.83B₹3.92B₹3.89B
EBITDA₹7.47B₹7.57B₹5.88B₹2.97B₹3.03B
Net income₹4.20B₹3.69B₹2.46B₹1.36B₹1.32B
Free cash flown/a₹2.46B₹240M-₹64.9M-₹2.17B
Capital expendituren/a₹1.06B₹2.38B₹3.18B₹2.09B
Total debtn/a₹5.89B₹5.44B₹6.04B₹4.84B

Quarterly statements and history in the cockpit →

Gokul Agro Resources competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-25%0%+25%+50%0%+50%RIC2109CRESY603336002124300087001313600506AEP1232001201002567PICCADIL2004600354600191002696GOKULAGRO.NS6-month return →1-month return →
Up and to the right = strong over both horizons. Gokul Agro Resources is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%2×4×6×RIC2109CRESY6033360021246715300087001313600506AEP1232001201002567RSIPICCADIL2004600354002746600191002696GOKULAGRO.NSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Gokul Agro Resources is the large dot.

Capital: growth delivered against growth the price implies

0%+25%+50%+75%0%50%RIC21096033360021246715300087001313600506AEP0025672004GOKULAGRO.NSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Gokul Agro Resources is the large dot.

Gokul Agro Resources competitors and peer comparison

How Gokul Agro Resources compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Gokul Agro Resources against its 20 peers (data as of 6 Nov 2026)
MeasureGOKULAGRO.NSPeer medianRank in peer set
1-month return+5.6%+0.1%6th highest of 21
6-month return-5.3%+0.2%10th lowest of 20
Distance from 52-week high-13.6%-31.7%8th highest of 21
Revenue growth (TTM)+21.0%+9.9%7th highest of 21
Operating margin2.8%4.8%8th lowest of 21
EV / Sales0.3×1.3×cheapest of 21
Growth the price implies (Req g, 7 yrs)2.7%1.3%7th most demanding of 14
Growth delivered (Del g)+23.5%+5.6%3rd highest of 14
Hurdle (Req g minus delivered)-20.8 pp-8.9 pp5th least demanding of 14
ROIC minus cost of capital+24.6 pp-1.1 pp2nd highest of 21
Net debt / EBITDA-0.1×2.8×3rd least indebted of 10

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Gokul Agro Resources GOKULAGRO.NSIndia$702M-5%+21%3%0.3×2.7%+23.5%
Ridley RIC.AXAustralia$696M+1%+120%4%0.5×4.4%+25.3%
Mitsui DM Sugar 2109.TJapan$696M+6%-2%7%0.7×-6.8%+10.6%
Cresud SA Sponsored ADR CRESYUnited States$709M-18%+11%16%3.0×n/an/a
Great-Sun Foods 603336.SSChina$694M-35%-8%6%5.6×28.4%+1.8%
Tech-bank Food 002124.SZChina$666M-23%-20%-42%1.3×0.3%-4.2%
Hangzhou Qiandaohu Xunlong Sci-tech 6715.HKHong Kong$663Mn/a+20%46%4.4×-11.4%+13.5%
Winall Hi-Tech Seed 300087.SZChina$663M-39%-14%-3%1.5×41.9%+23.0%
Guangdong Yuehai Feeds 001313.SZChina$662M-24%+24%2%0.8×10.5%+2.1%
Tongyi Carbon Neutral Technology (Xinjiang) 600506.SSChina$653M0%+24%2%1.7×21.8%+82.4%
AEP Plantations AEP.LUnited Kingdom$757M-26%+7%21%1.4×-13.7%+11.4%
TTET Union 1232.TWTaiwan$777M+8%+13%9%1.1×-6.7%+4.3%
Dongrui Food 001201.SZChina$629M+23%+2%-30%3.1×n/an/a
Tangrenshen 002567.SZChina$783M-12%-14%-9%0.5×34.7%+5.5%
Rogers Sugar RSI.TOCanada$618M+2%-6%10%1.1×n/an/a
Piccadily Agro Industries PICCADIL.NSIndia$607M-8%+29%20%5.3×n/an/a
Showa Sangyo 2004.TJapan$820M+30%+3%3%0.5×1.3%+5.6%
Gansu Dunhuang Seed 600354.SSChina$589M+19%+9%25%2.4×-4.7%+4.1%
Shandong Xiantan 002746.SZChina$838M+1%+12%5%0.6×n/an/a
Baotou Huazi Industry 600191.SSChina$582M-37%+56%5%5.7×n/an/a
Baiyang Investment 002696.SZChina$569M+62%+25%0%1.3×n/an/a

Questions

Which companies are Gokul Agro Resources's closest peers?
The cockpit's peer set: Ridley (RIC.AX), Mitsui DM Sugar (2109.T), Cresud SA Sponsored ADR (CRESY), Great-Sun Foods (603336.SS), Tech-bank Food (002124.SZ), Hangzhou Qiandaohu Xunlong Sci-tech (6715.HK), Winall Hi-Tech Seed (300087.SZ), Guangdong Yuehai Feeds (001313.SZ).
Is Gokul Agro Resources expensive compared with its peers?
On ev / sales it trades at 0.3× against a peer median of 1.3×, cheapest of 21 in its peer set. For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +23%, so the hurdle is -21 pp: the price already allows for a slowdown.
How has Gokul Agro Resources stock performed?
Over six months to 6 Nov 2026 the shares returned -5.3% against +0.2% for the median peer; over one year +32.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.