Thangamayil Jewellery Limited has informed the Exchange about General Updates

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionExceptional ItemResults View source PDF Explain this filing

THANGAMAYL · price

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

Price reactionminutes from the announcement price · days from the prior close

-1.8%Reaction day

₹3625.10

prior close

₹3670.60

announcement price

In-mkt

timing

Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)-0.4%-1.4% vs market

Gems Jewellery And Watches peers, median of 29sector-1.3%-0.4% vs sector

On the reaction day the stock moved 1.4 pts less than Nifty Microcap 250 and 0.4 pts less than its Gems Jewellery And Watches peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-1.3

10m

-1.2

15m

-0.9

30m

-3.8

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-1.8-0.4-1.4-1.3-0.4

Next day

-2.4-1.7-0.7-3.2+0.8

+2.0-1.3+3.3-2.9+5.0

+4.2-0.7+4.9-1.6+5.8

+6.6+0.4+6.2-0.2+6.8

+5.3+0.5+4.9+0.7+4.7

+4.8+2.8+2.0+0.6+4.1

15d

+50.3+1.2+49.1+0.7+49.7

+51.0+5.3+45.7+4.1+47.0

+82.3+9.9+72.4+11.1+71.3

+47.0+13.1+33.9+14.8+32.2

UpDownMarket · Nifty Microcap 250Sector · Gems Jewellery And Watches peers, median of 29Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Thangamayil Jewellery reported exceptional FY 2025-26 results with total sales of Rs. 8,499 Crs, up 73% YoY driven by strong gold jewellery demand. Retail sales grew 73% to Rs. 8,159 Crs while PAT surged 195% to Rs. 352 Crs. EBITDA margin expanded to 6.79% from 4.58% in the prior year. Same store sales growth accelerated to 38.18% versus 18.10% previously. EPS more than doubled to Rs. 113.14 per share. The board recommended a dividend of Rs. 18 per share (180%) totaling Rs. 5,595 lakhs, up from Rs. 3,885 lakhs. An exceptional item of Rs. 238 lakhs was recorded for one-time impact of New Labour Codes on employee benefits. Statutory auditors issued an unmodified (clean) audit report.

Likely market impact

Strong financial performance with revenue and profit growth far exceeding 20% thresholds signals robust operational execution. The clean audit opinion and improving margins are positive for shareholders, though rising import duties on gold/silver from 6% to 15% may create near-term demand headwinds.