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Investor Presentation

KDDL Investor Presentation: Key Takeaways

KDDL reported strong Q1FY27 consolidated performance with 35.7% revenue growth and 50.7% PAT growth YoY, driven by luxury watch retail and precision manufacturing segments.

Highlights
Revenue growth35.7% YoY consolidated
MarginsConsolidated EBITDA margin slightly lower at 16.76% vs 16.86% YoY
Demand visibilityStrong Swiss and Japanese brand demand
Management confidenceHigh

Growth

Consolidated Revenue rose 35.7% to Rs 647 Cr; Standalone Revenue increased 39.8% to Rs 153.9 Cr YoY.

Outlook

Focus on high-value niche products and premium watch retail relaunch; targeting 10-25% CAGR across various watch component segments.

Risks

Potential fluctuations in earnings, management of international operations, and impact of new statutory labor codes.

Last quarter's promises, checked

Delivered

  • Guided recovery in FY26 → delivered 30.3% consolidated revenue growth (= BEAT)
  • Guided Precision Engineering growth → delivered >35% YoY growth to ~INR200Cr (= BEAT)
  • Guided Packaging (Ornapac) growth → delivered >35% YoY growth to INR23Cr (= BEAT)

Partly delivered

  • Guided Bracelets capacity 75k units → delivered 80% utilization with expansion to 110k-120k ongoing (= PARTIAL)
Source

Investor Presentation filed with NSE, 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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