TBZNSETribhovandas Bhimji Zaveri Limited· Gems Jewellery And WatchesMediumNeutral
Announced Thu, 28 May · 18:40 IST

Tribhovandas Bhimji Zaveri Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

TBZ · 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
+26.5%1-day move
₹138.15
prior close
₹153.39
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+2.1+2.7+4.4+5.1+26.5+29.9+29.2+26.6+21.2+23.3+36.6+37.5
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AI summary

TBZ The Original reported exceptional Q4 & FY26 results with strong double-digit growth across all metrics. Q4 FY26 revenue surged 56.74% YoY to ₹8,297 million, while FY26 revenue grew 22.23% to ₹32,030 million. Gross margin expanded significantly by 408 bps to 18.93% in Q4, with FY26 gross margin at 17.47%. EBITDA more than tripled in Q4 (up 204% YoY to ₹1,116 million) with margin expanding 651 bps to 13.45%. PAT grew over 5.5x in Q4 to ₹671 million with margin at 8.08%. The company added 3 new stores in FY26 (Ahmedabad CG Road, Hyderabad Kondapur & Himayatnagar) taking total to 37 stores across 28 cities. Customer acquisition remained strong with 46K+ walk-ins in Q4 and 40% new customer mix. Gold metal loan financing provides cost advantage. Management highlighted strategic pillars around brand leverage, diversified portfolio, retail expansion and financial strength.

Likely market impact

Strong operational performance with significant margin expansion reflects successful execution of cost control and operating leverage. The jewellery retailer demonstrates robust growth trajectory with improving profitability metrics and expanding retail footprint. Cash-rich model with gold metal loan financing supports sustainable expansion plans.