KDDLNSEKDDL LimitedMediumNeutral
Announced Tue, 26 May · 22:30 IST

KDDL Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

KDDL · price

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Price reaction · full curve 14 horizons · vs prior close
+2.9%1-day move
₹2710.00
prior close
₹2798.00
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After-mkt
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+3.3+3.5+3.4+0.6+2.9-0.3+4.2+2.8+9.0+8.9+6.8+15.8+15.1
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AI summary

KDDL Limited reported strong Q4 FY26 standalone revenue of INR145.3 crores (up 42% YoY) with EBITDA margin of 25.1%, the highest ever. Full year standalone revenue was INR506 crores (31.9% growth) with PAT of INR76.6 crores. Consolidated revenue reached INR2,207.8 crores (30.3% growth). Key divisions showed strong growth: Precision Engineering (Eigen) grew 35% to INR200 crores, Bracelets reached INR40 crores, and Packaging (Ornapac) grew 37% to INR23 crores. Management guided for 25% CAGR medium-to-long-term growth for Eigen, Bracelets, and Packaging segments. Bracelet capacity is being expanded from 75,000 to 110,000-120,000 units. Favre-Leuba brand is exceeding expectations with plans to double sales in FY27. Ethos subsidiary crossed 100 boutiques and targets doubling its store network in 3 years. Planned FY27 capex is approximately INR50 crores across businesses.

Likely market impact

Strong operational performance with margin expansion reflects execution strength. The 25% medium-term growth guidance for key divisions and capacity expansion plans suggest continued momentum. Watch components recovery in H2 and new customer diversification beyond Switzerland provide additional upside visibility.