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Earnings Call

Senco Gold Earnings Call: Key Takeaways

Senco Gold reported a record-breaking FY26 with 33% revenue growth, though current quarter margins are heavily inflated by one-time inventory gains rather than structural operating leverage.

Why this was an Alfa AlertFY26 Revenue beat: Guided 20-25%, achieved 33% growth (32% above guided upper end).
Highlights
Revenue growth33% YoY revenue growth for FY26; Q4 grew 45% YoY.
MarginsMargins inflated to 11.5% by inventory gains; long-term sustainable target 7.5%.
Demand visibilityWedding season remains strong; May seeing 'wait and watch' approach.
Management confidenceBalanced but cautious regarding short-term demand slowdown due to prices.

Growth

FY26 revenue grew 33% YoY; Q4 revenue up 45%. Growth is largely driven by 160% gold price appreciation.

Outlook

Conservative FY27 guidance of 18-20% growth with sustainable EBITDA margins of 7.5-7.8%.

Risks

High gold price volatility causing consumer footfall decline; reliance on one-time inventory gains to sustain margins.

Source

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

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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.

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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