THANGAMAYLNSEThangamayil Jewellery Limited· Gems Jewellery And WatchesHighNeutral
Announced Mon, 3 Nov · 13:02 IST

Thangamayil Jewellery Limited has submitted to the Exchange, the financial results for the period ended September 30, 2025.

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionResults View source PDF

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Thangamayil Jewellery reported strong Q2 FY26 results with total sales of Rs. 1,705 Crs, up 45% YoY from Rs. 1,178 Crs, driven by 45% growth in retail sales. For H1 FY26, total sales rose 36% to Rs. 3,260 Crs while PAT jumped 167% to Rs. 104 Crs from Rs. 39 Crs. Reported EBITDA for H1 more than doubled to Rs. 193 Crs (up 130%), with EBITDA margin expanding 250 bps to 6.14% of retail sales. Gross profit margin also improved to 11.18% from 7.36% YoY. The company added 9 new outlets (taking the total to 66), customer advances grew 76%, and October 2025 saw record monthly revenue of Rs. 1,032 Crs (+178% YoY). The statutory auditor (B. Thiagarajan & Co) issued a clean limited review report with no qualifications.

Likely market impact

Strong beat on revenue and profitability with margin expansion signals healthy demand and operating leverage from new outlets. Positive for shareholders — likely to support stock sentiment, though the higher expense base from rapid expansion and pending tax disputes worth Rs. 14.49 Crs are minor watchpoints.