TO APPROVE THE AUDITED FINANCIAL RESULTS FOR THE YEAR ENDED 31.03.2026 AND RECOMEND DIVIDEND.

Pat Growth 25pctEbitda Margin ExpansionRevenue Growth 20pctExceptional 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

₹3591.80

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

+5.3

10m

+4.8

15m

+2.8

30m

+1.1

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 full-year results for FY 2025-26 (year ended March 31, 2026). Revenue from operations surged 73% to Rs.8,499 Crs from Rs.4,917 Crs, driven by 107% YoY retail sales growth (Rs.8,159 Crs). Gold jewellery contributed Rs.7,467 Crs and non-gold (silver, diamonds) contributed Rs.692 Crs. Gross profit more than doubled to Rs.919 Crs (11.39% of retail sales vs 9.57% prior year), while EBITDA jumped 156% to Rs.577 Crs. PAT grew 195% to Rs.352 Crs (4.14% net margin vs 2.42% prior year), and EPS rose to Rs.113.14 per share from Rs.42.00. The Board recommended a dividend of Rs.18 per share (180%) totalling Rs.5,595 lakhs, up from Rs.3,885 lakhs in the prior year. An exceptional item of Rs.238 lakhs was recognized due to one-time provision for New Labour Codes. The statutory auditor issued an unmodified (clean) opinion. Pending income tax matters include a Rs.70.17 crs demand (stayed by CBDT review committee as 'high-pitched') and favourable Tribunal orders on Rs.14.49 crs of earlier demands.

Likely market impact

Thangamayil delivered outstanding all-round growth with PAT nearly tripling, margin expansion across all levels, and strong operating cash flows. The clean audit opinion and 195% PAT growth signal strong fundamental health. The proposed 180% dividend reflects confidence. However, the recent 150% spike in gold/silver import duty (from 6% to 15%) on May 13, 2026, could moderate demand in FY27, though the company expects inventory gains of ~Rs.60 Crs on existing stock.