RBZJEWELNSERBZ Jewellers LimitedMediumNeutral
Announced Fri, 16 May · 18:59 IST

Rbz Jewellers Limited has informed the Exchange about Transcript

Analyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

RBZJEWEL · 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

Awaiting price reaction for this filing.

AI summary

RBZ Jewellers reported Q4 FY25 revenue of Rs. 137 crores, up 59% YoY from Rs. 86 crores, with PAT of Rs. 8.5 crores. For FY26, management guided for revenue of Rs. 700 crores and PAT of Rs. 44-45 crores, while maintaining a FY27 target of Rs. 1,000 crores revenue and Rs. 55 crores PAT. The company received a CRISIL rating upgrade to BBB-positive, which should bring interest rates down to 9.5-9.75% from the current 9-10.25%, and plans to raise debt at a 1:1 ratio to fuel growth. New showrooms in Surat (Q3 FY26) and Rajkot (Q1 FY27) are planned, with retail revenue expected to reach Rs. 400-500 crores this year. Management addressed an income tax order of Rs. 25 crores (filed CIT appeal) and an employee fraud case where the accused is in custody with a Rs. 25 lakh provision taken. Total volume for FY25 was approximately 1,350 KGs, with B2B volume growth guided at 7-8% going forward.

Likely market impact

The strong FY25 close and consistent multi-year guidance (doubling revenue and profit from IPO levels) signal sustained growth momentum, while the lower PAT growth guidance (16-18%) versus revenue (30%) suggests some margin caution. The rating upgrade and planned debt raise should support expansion, but high inventory days (~250 currently vs. 180-day target) and gold price volatility remain key risks for shareholders to watch.