ALFA Finder| Margins | Focus on increasing higher-margin studded jewellery share. |
|---|---|
| Demand visibility | Strong, driven by wedding and daily wear segments. |
| Management confidence | High |
Growth
Last Twelve Months (LTM) revenue reached ₹3,90,633 Mn; LTM Profit After Tax (PAT) reported at ₹14,350 Mn.
Outlook
Targeting expansion via FOCO model; launching new regional brand 'ATM' in Chennai, August 2026; focusing on high-margin studded jewellery.
Risks
Exposure to fluctuations in gold prices; high competition from both regional and organized players.
Last quarter's promises, checked
Delivered
- Guided non-GML debt reduction → delivered INR 350 Cr reduction in FY26 (= BEAT)
- Targeted Candere PAT positive by H2 FY26 → delivered PAT positive H2 FY26 (= BEAT)
- Guided 129 showroom launches in FY26 → delivered 129 showrooms (= BEAT)
Partly delivered
- Guided launch of new regional brand in Q4 → delayed to post-election/August 2026 (= PARTIAL)
Investor Presentation filed with BSE, NSE: KALYANKJIL. Summary written with AI assistance from the document.
Kalyan Jewellers India Ltd: key numbers
- Share price
- ₹698.15
- Market cap
- ₹72,102 Cr
- Revenue (annual)
- ₹35,743 Cr
- Net profit (annual)
- ₹1,350 Cr
- P/E (TTM)
- 45.0×Sector 48.2×
- Promoter holding
- 62.85%-0.01% QoQ
- FII holding
- 13.83%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Kalyan Jewellers India Ltd
All →Kalyan Jewellers India Earnings Call Transcript: Key Takeaways
Festive-led Q2: reported PAT ₹427 Cr vs adjusted ₹333 Cr, so one-offs (customs duty, bullion gains) lift profit. Management is upbeat but gives no numeric Q3 guidance and withholds ATM metrics.
Kalyan Jewellers India Investor Presentation: Key Takeaways
Q2 FY27 deck shows TTM revenue ₹4,15,299 Mn, EBITDA ₹27,631 Mn, PAT ₹16,016 Mn, net worth ₹66,381 Mn. No quarterly P&L disclosed.
Kalyan Jewellers India Results Update
Kalyan Jewellers issued a press release on its unaudited H1 and Q2 FY27 results. Revenue and profit grew strongly, with festive-season trading described as very encouraging.
Kalyan Jewellers India Q2 FY27 Results: Net Profit ₹427.1 Cr, Up 64.0% YoY
Kalyan Jewellers India Ltd reported revenue from operations of ₹10,323 Cr (+31.4% YoY) and net profit of ₹427.1 Cr (+64.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹427.1 Cr · +64.0% YoY
Kalyan Jewellers India Board Meeting Date
Kalyan Jewellers scheduled its Board meeting for November 10, 2026 to approve un-audited Q2 and H1 FY27 results. No financial figures or decisions are disclosed in this intimation.
Kalyan Jewellers India Other Announcement
Kalyan Jewellers India Ltd has submitted its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI regulations.