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Investor Presentation

Kalyan Jewellers India Investor Presentation: Key Takeaways

Kalyan Jewellers' Q1FY27 investor presentation highlights expansion to 524 showrooms globally and a shift toward a capital-light franchise model. LTM Revenue stands at ₹3,90,633 Mn with PAT at ₹14,350 Mn.

Highlights
MarginsFocus on increasing higher-margin studded jewellery share.
Demand visibilityStrong, driven by wedding and daily wear segments.
Management confidenceHigh

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)
Source

Investor Presentation filed with BSE, NSE: KALYANKJIL. Summary written with AI assistance from the document.

Read the document ↗

Kalyan Jewellers India Ltd: key numbers

Share price
₹573.00
Market cap
₹59,177 Cr
Revenue (annual)
₹35,743 Cr
Net profit (annual)
₹1,350 Cr
P/E (TTM)
41.2×Sector 55.7×
Promoter holding
62.86%-0.01% QoQ
FII holding
10.82%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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