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Earnings Call

Senco Gold Earnings Call: Key Takeaways

Senco Gold reported record FY26 revenue of ₹8,430 Cr (+33% YoY) and PAT of ₹574 Cr (+261% YoY), driven by a strong wedding season and gold price gains.

Why this was an Alfa AlertPrimary metric beat: FY26 revenue growth of 33% exceeded the upper end of 25% guidance by 32% (absolute 8% beat). Management confirmed surpassing stated guidance.
Highlights
Revenue growthFY26 +33% YoY; Q4 +45% YoY.
MarginsFY26 EBITDA margin 11.5% (partially one-time gains from inventory).
Demand visibilityStrong, driven by wedding season and shift to lightweight jewellery.
Management confidenceHigh; focused on 20% growth and expanding national footprint.

Growth

Q4 revenue grew 45% YoY; FY26 EBITDA margin improved to 11.5% from 5.8% YoY.

Outlook

Guided 20%+ revenue growth for FY27; planned launch of 18-20 new showrooms and 7.5%-7.8% sustainable EBITDA margins.

Risks

Gold price volatility, high inventory days (186), and global economic uncertainty impacting volume growth.

Source

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

Read the document ↗

Senco Gold Ltd: key numbers

Share price
₹331.10
Market cap
₹5,427 Cr
Revenue (annual)
₹8,430 Cr
Net profit (annual)
₹574.3 Cr
P/E (TTM)
9.5×Sector 55.7×
Promoter holding
64.47%-0.01% QoQ
FII holding
6.88%Current quarter

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

More from Senco Gold Ltd

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18:53 IST BSE
Credit Rating

Senco Gold Credit Rating

ICRA Limited has reaffirmed or assigned credit ratings for Senco Gold Limited's various debt instruments, including fixed deposits, commercial paper, and working capital facilities.

19:58 IST BSE
Management Change

Senco Gold Management Change

Senco Gold Ltd has re-appointed Mr. Bhaskar Sen as a Non-Executive Independent Director for a second one-year term starting from September 18, 2026.

19:04 IST BSE
Other Announcement

Senco Gold Other Announcement

Designated Person Subhasri Sengupta sold 8,800 equity shares of Senco Gold Ltd for Rs. 0.31 Crore via market sale.

Value
₹0.31 Cr