SENCOBSESenco Gold LtdMediumNeutral
Announced Wed, 27 May · 24:43 IST

Investor Presentation - Q4 & FY 26 Results

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

SENCO · 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
-1.3%1-day move
₹350.15
prior close
₹350.00
base price
After-mkt
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AI summary

Senco Gold reported record FY26 revenue of Rs 8,430 Cr with 33% YoY growth, significantly exceeding its 25%+ guidance. Q4 FY26 showed exceptional performance with revenue of Rs 1,997 Cr (up 45% YoY), EBITDA of Rs 274 Cr (margin 13.7%), and PAT of Rs 157 Cr (up 151% YoY). The company operates 201 showrooms across India and Dubai, having launched 26 new showrooms in FY26. Old Gold Exchange programme contributed ~44% to FY26 revenue, enabling customers to upgrade jewellery despite 79% YoY surge in gold prices. Average Ticket Value rose 30% to Rs 95,100. The company achieved ROE of 25.7% and ROCE of 22.5%, with credit rating upgraded to CARE A+.

Likely market impact

Strong operational performance with margin expansion driven by gold price gains and operational leverage. Management targets 20%+ revenue growth for FY27 while maintaining EBITDA margins of 7.5-7.8%, suggesting sustainable profitability focus.