Senco Gold Limited has informed the Exchange about Investor Presentation
SENCO · price
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Senco Gold reported a strong Q1 FY26 with consolidated total income of ₹1,826.2 Cr, up 30% YoY and 32.6% QoQ. EBITDA surged 68.8% YoY to ₹183.5 Cr with margin expanding to 10% (from 7.7% YoY and 9.2% QoQ), driven by better product mix, higher diamond jewellery sales, and gold price-led realisation gains. Profit after tax doubled YoY to ₹104.7 Cr; same-store sales growth (SSSG) came in at 19.6%. The company added 10 new showrooms in the quarter (5 COCO, 1 FOCO, 4 FOFO), taking the total network to 186 showrooms across 121 cities plus Dubai, and reaffirmed plans to add 20 stores in FY26. Management guided full-year revenue growth of 18-20%, but with a more modest EBITDA margin range of 6.8-7.2% and PAT margin of 3.7-4.0% — well below Q1's elevated levels.
Strong quarterly print with margin expansion is a positive for the stock, but the full-year margin guidance of 6.8-7.2% is sharply below Q1's 10%, signalling that management expects margins to normalise as gold price tailwinds fade. Investors should weigh the robust topline momentum against likely margin moderation in coming quarters.