SENCONSESenco Gold LimitedMediumNeutral
Announced Wed, 27 May · 24:43 IST

Senco Gold Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

SENCO · price

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Price reaction · full curve 14 horizons · vs prior close
-1.3%1-day move
₹350.15
prior close
₹350.00
base price
After-mkt
timing
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-1.8-2.9-3.3-4.3-1.3-2.2-1.0-2.2-1.5-2.4-2.5-6.4+19.1
Up moveDown movePending
AI summary

Senco Gold reported record FY26 performance with revenue of Rs 8,430 Cr (33% YoY growth) and PAT of Rs 574 Cr (261% YoY growth). Q4 FY26 saw revenue of Rs 1,997 Cr, EBITDA of Rs 274 Cr (13.7% margin), and PAT of Rs 157 Cr (7.9% margin). The strong performance was driven by a well-distributed wedding season, resilient gold prices (up 79% YoY to Rs 1,51,783/10gm average), and the Old Gold Exchange programme contributing ~44-50% to revenue. The company expanded its showroom network to 201 showrooms (launched 26 in FY26) and achieved same-store sales growth of 24% (35% in Q4). Credit rating was upgraded to CARE A+. Inventory increased 61% YoY to Rs 5,296 Cr due to higher gold prices. Management targets FY27 revenue growth of ~20% with sustainable EBITDA margins of 7.5-7.8% and PAT of 4-4.5%, planning to open 18-20 new showrooms.

Likely market impact

Strong operational performance with record profits and margin expansion, though investors should note the FY27 margin guidance (7.5-7.8%) is below the elevated Q4/FY26 levels (11.5-13.7%) which included gains from gold price rises.