TMJL Q1 FY27: Revenue up 71% YoY to Rs.2,662 Cr, PAT up 85%

Revenue growth above 20%Profit growth above 25%EBITDA margin compressionExceptional 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

-9.9%Reaction day

₹7160.00

prior close

₹7006.00

announcement price

In-mkt

timing

Nifty Microcap 250market+0.5%-10.3% vs market

Gems Jewellery And Watches peers, median of 28sector-0.7%-9.2% vs sector

On the reaction day the stock moved 10.3 pts less than Nifty Microcap 250 and 9.2 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

-1.8

10m

-4.4

15m

-6.0

30m

-7.9

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-9.9+0.5-10.3-0.7-9.2

Next day

-18.9-0.1-18.8-0.7-18.2

-27.0+1.0-28.0-0.2-26.8

-30.6+2.3-33.0+0.8-31.5

-34.1+2.8-36.9+0.6-34.7

-30.8+4.1-34.9+1.0-31.8

-26.3+4.5-30.8+1.9-28.2

15d

-23.0+4.8-27.8+0.9-23.9

-24.4+6.4-30.8+3.7-28.0

-27.6+5.5-33.2-0.7-27.0

-35.5-1.7-33.8+0.8-36.3

UpDownMarket · Nifty Microcap 250Sector · Gems Jewellery And Watches peers, median of 28Pending

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

AI summary

Thangamayil Jewellery posted Q1 FY27 revenue of Rs.2,662 Cr, up 71% YoY, with PAT of Rs.85 Cr (up 85%) and EPS of Rs.27.38. QoQ numbers weaker: revenue down 6%, PAT down 41%, EBITDA down 32%. Gross margin compressed to 9.81% from 17.39% due to gold import duty hike to 15%, INR depreciation and West Asia war uncertainty. Same store sales growth at 44.40% vs 72.31% prior quarter. Company opened 2 new Chennai outlets, plans 4 more.

Likely market impact

Strong YoY growth but weak QoQ margins from duty hike and demand deferral; management expects recovery in H2 FY27 once gold prices stabilize.