Updated Annual Report for the Financial Year 2025-26.

GEL/SEC/2026-27/36 September 06, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers The Exchange Plaza 25th Floor, Dalal Street, Bandra-Kurla Complex, Bandra (E), Mumbai – 400 001 Mumbai – 400 051 Scrip Code - 532630 Scrip Code: GOKEX Dear Sir / Madam, Sub: Annual Report for FY 2025-26 In compliance with Regulation 34 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the updated Annual Report for the Financial Year 2025- The same is available on the website of the Company at www.gokaldasexports.com. Kindly take this into your records. Thanking you, Yours truly, For Gokaldas Exports Limited Gourish Hegde Company Secretary & Compliance Officer Encl: as above ANNUAL REPORT FY2025-26 BSE: 532630 | NSE: GOKEX GOKALDAS EXPORTS LIMITED Resilience by Design Report Inside the Strategic Review Statutory Report About the Our Operational Corporate Board’s Presence Company Metrics Information Report Forward-Looking Statement 04 08 38 39 This Annual Report contains forward-looking statements intended to provide investors with insight into the future outlook of the Company and to assist in informed decision-making. These statements, together with Corporate Business Responsibility other periodic written and verbal Strategic Key Financial Chairman’s Governance & Sustainability Report communications, reflect the Priorities Performance Message current plans, expectations and Report (BRSR) assumptions of management. 12 14 16 Words such as ‘anticipate’, 64 82 ‘believe’, ‘estimate’, ‘expect’, ‘intend’, ‘plan’, ‘project’ and similar expressions typically indicate such statements. While they are based on assumptions the Company believes to be reasonable at the time, they are subject to known and unknown risks, uncertainties Financial Statements and other factors that could cause actual outcomes to differ materially from those expressed or implied. Such divergence may result from changes in the business Message from the Environmental environment, market dynamics, Employee Independent Standalone Financial regulatory shifts or inaccuracies in Vice Chairman & Responsibility & Engagement Auditor’s Report Statements assumptions. Readers are advised Managing Director Sustainability to exercise caution in relying on forward-looking information. The 20 112 126 18 22 Company undertakes no obligation to update any forward-looking statement publicly, whether as a result of new information, future developments or otherwise. Social Board of Management Independent Consolidated Stewardship Directors Discussion & Analysis Auditor’s Report Financial Statements For more information, contact the Company 24 26 28 189 199 or visit https://www. gokaldasexports.com/ THEME INTRODUCTION 2 Gokaldas Exports Limited | Annual Report FY25-26 Company Overview Statutory Report Financial Statements 3 Resilience, for the Company, is the product of deliberate Resilience choices made over many years: a diversified base of customers and geographies, an integrated manufacturing platform spanning India, Kenya and Ethiopia, disciplined capital allocation, and a measured step into fabric through the investment in BRFL Textiles Private Limited. Each of these choices was made to strengthen the structural by Design position of the business over a full cycle rather than to chase near-term advantage. That design held through a demanding year. The India business gained share as apparel exports from the country declined, the Africa business recovered once the African Growth and Opportunity Act was renewed, and the Company continued to invest in capacity ahead of demand, choosing to build for the recovery rather than defer it. As The financial year 2026 tested the sourcing realigns towards India over the coming years, the assumptions on which global apparel Company intends to be among the principal beneficiaries. sourcing has long rested. Penal tariffs, shifting trade rules and a volatile geopolitical Resilience by Design is the discipline of preparing, in advance, for a future that cannot be predicted. backdrop unsettled demand and pressured margins across the industry. Gokaldas Exports met the year from a position of financial strength and responded with composure. ABOUT THE COMPANY 4 Gokaldas Exports Limited | Annual Report FY25-26 Company Overview Statutory Report Financial Statements 5 Apparel Integrated Who We Are Solutions, Delivered Founded in 1979, Gokaldas Exports is one of India’s leading apparel manufacturers and exporters, serving some of the world’s most recognised fashion and lifestyle brands. An integrated business model brings together design, product development, sourcing, manufacturing, finishing and logistics, enabling customers to simplify complex at Global Scale supply chains while receiving speed, quality and reliability at scale. A diversified presence across India, Kenya and Ethiopia, complemented by marketing offices in India, the UAE and the United States of America, allows the Company to respond to evolving global sourcing requirements. For over four decades, Gokaldas Exports Limited has grown into a trusted apparel solutions A customer-centric approach, partner for leading global fashion and lifestyle diversified capabilities and a A Legacy of An Integrated Global Reach, brands. The Company brings design, product consistent commitment to quality Excellence Business Model Local Excellence development, sourcing, manufacturing and have established the Company as supply chain execution together on one Established in 1979, the Operating across the apparel With manufacturing operations a preferred partner in the global Company has grown into value chain, the Company brings across India, Kenya and Ethiopia, integrated platform, delivering value-added apparel industry. one of India’s leading apparel design, product development, and marketing offices in India, apparel that combines creativity, technical manufacturers and exporters, sourcing, manufacturing, value- the UAE and the United States, expertise and operational discipline. partnering with some of the added processing and delivery the Company delivers apparel world’s most recognised together on one integrated solutions with agility, scale and fashion and lifestyle brands. platform. execution discipline. FY26 at a Glance 45+ Years 92 million 30,000+ Legacy Pieces per annum Machines Annual production capacity 30+ 54,000+ ~75% Manufacturing facilities Workforce Women in workforce countries Customer markets India, Kenya & Ethiopia Manufacturing presence ABOUT THE COMPANY 6 Gokaldas Exports Limited | Annual Report FY25-26 Company Overview Statutory Report Financial Statements 7 Product Portfolio Serving a diversified base of leading global apparel brands and retailers, the Company manufactures a broad range of apparel across outerwear, sportswear, fashionwear, casualwear, and bottomwear. This diversified portfolio supports balanced demand across seasons, customer segments and international markets. What Sets Us Apart Over four decades of End-to-end Diversified manufacturing Trusted relationships Strong expertise A scalable production Commitment apparel manufacturing capabilities across the footprint across India, with leading global in complex and platform supported to responsible expertise apparel value chain Kenya and Ethiopia apparel brands value-added apparel by continued capacity manufacturing and manufacturing expansion operational excellence OUR OPERATIONAL METRICS 8 Gokaldas Exports Limited | Annual Report FY25-26 9 on a FY26 demonstrated the resilience of the operating model of Gokaldas Building Exports. As the global apparel industry navigated tariff disruption and geopolitical uncertainty, the Company continued to invest in Foundation manufacturing capacity, customer relationships and operational capability. Proven These initiatives strengthened its competitive position, expanded sourcing flexibility and laid a firmer foundation for future growth. 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