PNGSREVANSEPNGS Reva Diamond Jewellery LimitedMediumNeutral
Announced Thu, 14 May · 13:29 IST

PNGS Reva Diamond Jewellery Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

PNGSREVA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-1.6%1-day move
₹379.20
prior close
₹377.85
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AI summary

PNGS Reva Diamond Jewellery reported strong Q4 FY26 results with revenue of INR138 crore (139% Y-o-Y), EBITDA of INR31 crore (278% growth), and PAT of INR21 crore (350% growth). For full year FY26, revenue stood at INR439 crore (70% growth) with EBITDA margin at 22% and PAT margin at 15%. Average bill size increased 41% to INR1,20,000. The company operates 36 stores (2 EBOs and 34 SIS) with existing stores showing 40% SSG. Management guided for 25-30% SSG and top-line growth for FY27-28. Gross margins are expected to improve as brand value gets loaded into pricing. The company raised INR380 crore via IPO, with INR287 crore earmarked for store expansion and INR35 crore for marketing.

Likely market impact

The company demonstrates strong operational metrics with improving store economics and clear growth roadmap. Management's focus on natural diamonds over lab-grown, 90% buyback policy, and disciplined expansion (15 stores in 24 months) provides visibility on sustainable growth. No equity dilution planned as internal accruals and existing debt facilities (INR190 crore existing + INR90 crore unused sanctions) are sufficient for growth capital.