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Earnings Call

P N Gadgil Jewellers Earnings Call: Key Takeaways

PNG Jewellers achieved a landmark FY26 with INR 10,739cr revenue, crossing the 10k mark, driven by strong retail expansion and wedding demand.

Why this was an Alfa AlertREVENUE BEAT: Guided ₹9,500cr for FY26, achieved ₹10,739cr (13% beat above guidance). GUIDANCE RAISED: FY27 revenue target increased 12.5% from ₹12,000cr to ₹13,500cr.
Highlights
Revenue growth40% YoY for FY26; 123% YoY for Q4 FY26.
MarginsFY26 gross margin at 12%; Q4 dip to 9.7% due to product mix.
Order bookMake-to-order remains steady at 30-35% of sales mix.
Demand visibilityStrong festive/wedding demand; gold volume up 27% in Q4.
Management confidenceHigh, citing strong response in new markets like UP.

Growth

FY26 revenue grew 40% YoY to ₹10,739cr; PAT grew 88% YoY to ₹410cr; Q4 revenue surged 123% YoY.

Outlook

Raised FY27 revenue guidance to ₹13,500cr (from ₹12,000cr); plans to open 25 new stores (5 COCO, 20 FOCO).

Risks

Short-term margin dilution due to higher gold bar mix (40% in Q4) and heavy promotional discounting.

Source

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

Read the document ↗

P N Gadgil Jewellers Ltd: key numbers

Share price
₹605.50
Market cap
₹8,913 Cr
Revenue (annual)
₹10,739 Cr
Net profit (annual)
₹409.8 Cr
P/E (TTM)
20.0×Sector 55.7×
Promoter holding
76.62%-6.49% QoQ
FII holding
4.73%Current quarter

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

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Acquisition

P N Gadgil Jewellers Acquisition Worth ₹62.36 Cr

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Value
₹62.36 Cr
Execution
On or before September 15, 2027
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Employee Stock Options

P N Gadgil Jewellers Employee Stock Options

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Value
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