Investor presentation
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AJC Jewel Manufacturers Ltd, a Kerala-based B2B gold jewellery maker, shared an investor presentation outlining its growth roadmap and 3-year financial targets. Revenue dipped from ₹245.89 Cr in FY24 to ₹220.46 Cr in FY25, with PAT at ₹2.86 Cr and thin margins of 1.30%. However, H1 FY26 showed a strong rebound with revenue of ₹119.31 Cr (up 111.83% YoY) and margins expanding to 2.19%. The company projects revenue to scale to ₹1,200 Cr and PAT to ₹32.4 Cr by FY28, implying a 30-40% CAGR. Growth levers include pan-India expansion, a dedicated UAE manufacturing unit, a 120% capacity boost via CNC technology, and a new B2C push through a subsidiary. IPO proceeds are being used to de-leverage the balance sheet and fund expansion.
Aggressive 3-year growth targets and improving margins could lift sentiment, but very thin profitability (~1-2%), the FY25 revenue decline, and heavy execution dependence on new CNC and B2C bets make the projections ambitious and stock-price impact dependent on credible delivery.