Kalyan Jewellers India Limited has informed the Exchange about Investor Presentation
KALYANKJIL · price
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Kalyan Jewellers filed its investor presentation for Q1FY26 alongside its results. Consolidated revenue grew 31% YoY to ₹72,685 mn, with PAT up 49% to ₹2,641 mn. India business (standalone) revenue rose 31% to ₹61,422 mn with PAT up 55% to ₹2,565 mn, supported by a strong 18% same-store sales growth (20% in South, 16% in Non-South). Middle East revenue grew 27% to ₹10,265 mn. The company now operates 287 Kalyan showrooms and 81 Candere showrooms in India, plus 36 in the Middle East and 2 in the USA. FOCO (franchise) showrooms contributed ~43% of India revenue during the quarter. The company is continuing its capital-light franchise-led expansion, with 89 FOCO Kalyan showrooms planned for FY26 and a new regional brand slated to launch in CY 2025.
Strong quarterly performance with double-digit revenue and profit growth, improving return ratios (ROCE at ~22%), and a clear roadmap toward capital-efficient franchise expansion and debt reduction. Shareholders may see continued dividend support (FY25 payout over 20%) and gradual margin/ROCE improvement as the FOCO mix scales, though higher franchise share is currently pressuring gross margins.