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Earnings Call

KDDL Earnings Call: Key Takeaways

KDDL reported strong Q4 and FY26 results with consolidated revenue growing 30.3% YoY to ₹2,208 cr and Standalone EBITDA margins hitting record highs of 25.1%. Performance was driven by Ethos and Precision Engineering segments.

Why this was an Alfa AlertNot a filter event. Results exceeded management's own expectations but no specific prior numerical guidance range was provided for comparison of the beat percentage.
Highlights
Revenue growthConsolidated up 30.3% YoY; Standalone up 31.9% YoY for FY26.
MarginsStandalone EBITDA margins reached record 25.1% in Q4.
Demand visibilityStrong domestic luxury demand; recovery in export components seen in H2.
Management confidenceHigh confidence in 20-25% CAGR for manufacturing divisions.

Growth

FY26 Consolidated Revenue grew 30.3% to ₹2,207.8 cr; PAT grew to ₹135.2 cr (6.1% margin). Precision Engineering revenue grew >35%.

Outlook

Planned FY27 capex of ₹50 cr. Management guides 20-25% CAGR for manufacturing businesses and aims to double Ethos boutique network in 3 years.

Risks

Global luxury watch headwinds in China/Europe; currency volatility affecting margins; higher domestic inflation impacting operating leverage.

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 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.