Kalyan Jewellers India Limited has informed the Exchange about Investor Presentation
KALYANKJIL · price
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Kalyan Jewellers reported FY25 consolidated revenue of ₹2,50,451 mn, up 35% YoY, with PAT of ₹7,142 mn, up 20% YoY (5-year PAT CAGR of 38%). Q4FY25 consolidated revenue grew 37% YoY to ₹61,815 mn and PAT rose 36% YoY to ₹1,876 mn, aided by a strong 21% same-store sales growth in India. The company has 388 showrooms across India, the Middle East, and the USA, including 152 franchisee-owned (FOCO) Kalyan stores, with plans to add 90 new FOCO showrooms in FY26, targeting 292+ stores by year-end. ROCE improved to 19.8% (from 19.1%) and net debt/EBITDA declined to 1.5x (from 1.8x) as management pursues a capital-light franchise model. Management has committed 40-50% of profits toward debt repayment and shareholder rewards, with FY25 dividend payout exceeding 20% and ₹2,582 mn in working capital loans repaid during the year.
Strong revenue and PAT growth, improving return ratios, and an explicit debt-reduction plus dividend policy are positive for shareholders, though EBITDA margins contracted to 6.1% in FY25 from 6.9% due to the higher revenue share from lower-margin franchise stores and a one-time customs duty impact of ₹1,240 mn.