Thangamayil Jewellery Limited has submitted to the Exchange, the financial results for the period ended September 30, 2025.
THANGAMAYL · price
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On the reaction day the stock moved 18.7 pts more than Nifty Microcap 250 and 18.5 pts more 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.
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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.
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.