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Earnings Call

KDDL Earnings Call: Key Takeaways

KDDL delivered a record-breaking FY26 with 30%+ revenue growth, driven by Ethos and Eigen expansion. Management outperformed their own recovery promises despite international watch market headwinds and Chinese demand volatility.

Why this was an Alfa AlertRevenue beat materiality: Management delivered 30.3% growth vs guided 'recovery' from lower base, significantly exceeding internal performance expectations.
Highlights
Revenue growthStrong 30.3% YoY consolidated growth; standalone up 31.9%.
MarginsStable; Standalone EBITDA margin hit record 25.1% in Q4.
Demand visibilityStrong domestic luxury demand; international export market remains cautious.
Management confidenceBalanced but aggressive on performance targets; optimistic on domestic premiumization.

Growth

Consolidated revenue grew 30.3% YoY to ₹2,207cr; Eigen precision engineering led with 35% growth.

Outlook

Guided for 20-25% CAGR across manufacturing; planned ₹50cr capex for FY27 capacity expansion.

Risks

Currency volatility (CHF appreciation) impacts import costs; Swiss watch market faces persistent global demand headwinds.

Source

Earnings Call filed with BSE, NSE: KDDL. Summary written with AI assistance from the document.

Read the document ↗

KDDL Ltd: key numbers

Share price
₹4,033.40
Market cap
₹4,961 Cr
Revenue (annual)
₹2,153 Cr
Net profit (annual)
₹88.10 Cr
P/E (TTM)
51.1×Sector 55.7×
Promoter holding
50.14%-0.29% QoQ
FII holding
7.98%Current quarter

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

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KDDL Annual General Meeting

KDDL Ltd filed proceedings of its 46th AGM held on 15 Sep 2026. The meeting transacted the notice agenda and concluded with e-voting results pending declaration.