THANGAMAYLNSEThangamayil Jewellery Limited· Gems Jewellery And WatchesHighNeutral
Announced Fri, 15 May · 13:48 IST

Thangamayil Jewellery Limited has informed the Exchange regarding 'DIVDEND'.

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

THANGAMAYL · 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
-2.4%1-day move
₹3625.10
prior close
₹3657.70
base price
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timing
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-1.4-0.4-1.3-4.0-2.4+2.0+4.2+6.6+5.3+4.8+50.3+51.0+82.3
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AI summary

Thangamayil Jewellery reported stellar FY26 results with total sales at Rs.8,499 Crores, up 73% YoY, driven by a 105% jump in gold jewellery sales to Rs.7,467 Crores. Retail sales grew 73% to Rs.8,159 Crores while Same Store Sales growth accelerated to 38.18% from 18.10% YoY. PAT surged 195% to Rs.352 Crores (vs Rs.119 Crores), with EPS at Rs.113.14 versus Rs.42.00. EBITDA margin expanded 48% to 6.79% from 4.58% due to higher gold prices, operating leverage and improved non-gold mix. The Board recommended a dividend of Rs.18 per share (180%), totaling Rs.5,595 lakhs, up 44% from Rs.3,885 lakhs in FY25. An exceptional item of Rs.238 lakhs was recognised for one-time provisioning under new labour codes. The statutory auditor issued an unmodified opinion.

Likely market impact

Strong all-round growth with margin expansion and near-doubling of PAT makes this a highly positive result for shareholders. The 44% increase in dividend payout signals management confidence. However, the recent 150% spike in gold import duty (from 6% to 15%) effective May 13, 2026 could dampen near-term demand, creating uncertainty.