ALFA Finder| Revenue growth | Consolidated Q2 +34%, H1 +52% YoY |
|---|---|
| Margins | Q2 EBITDA margin 4.4% vs 6.9%; H1 7.6% |
| Demand visibility | Festive demand strong; lightweight preference sustained |
| Management confidence | Management confident on H2 growth and profitability |
Growth
Consolidated revenue +34% Q2 and +52% H1 YoY; PAT +78% Q2 and +22% H1. Retail sales +29% Q2, SSSG 30% H1.
Outlook
H2 FY27 guide: 25%+ revenue growth, 7.5-7.8% EBITDA margin, 4.0-4.5% PAT margin. 10-12 showroom additions planned; FY30 target Rs 20,000 Cr revenue.
Risks
Q2 EBITDA -15% YoY on gold exchange, discounting, competition and 40-50% hedging. Finance cost +50%; cash conversion cycle rose to 174 days.
Last quarter's promises, checked
Delivered
- Jul-Aug ~25% YoY run-rate → Q2 revenue +34% YoY (= BEAT)
- FY27 20%+ growth (>Rs10,000 Cr implied) → H1 revenue Rs5,115 Cr, +52% YoY (= BEAT, H1 only)
Partly delivered
- 7.5-7.8% sustainable EBITDA margin → H1 7.6%, Q2 4.4% (= PARTIAL)
- 12-15 more stores in FY27 → 10-12 planned H2 only; H1 net 14 showrooms (= PARTIAL)
Missed
- Other expenses to subside from ~Rs195 Cr → Q2 EBITDA margin 4.4% vs 6.9%; cost line undisclosed (= MISS)
Investor Presentation filed with BSE, NSE: SENCO. Summary written with AI assistance from the document.
Senco Gold Ltd: key numbers
- Share price
- ₹339.30
- Market cap
- ₹5,561 Cr
- Revenue (annual)
- ₹8,430 Cr
- Net profit (annual)
- ₹574.3 Cr
- P/E (TTM)
- 9.7×Sector 46.9×
- Promoter holding
- 64.46%-0.01% QoQ
- FII holding
- 6.31%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Senco Gold Ltd
All →Senco Gold Q2 FY27 Results: Net Profit ₹86.7 Cr, Up 77.7% YoY
Senco Gold Ltd reported revenue from operations of ₹2,059 Cr (+34.0% YoY) and net profit of ₹86.7 Cr (+77.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹86.7 Cr · +77.7% YoY
Senco Gold Board Meeting Date
Senco Gold schedules a board meeting on 13 November 2026 to consider unaudited quarterly and half-year results. The trading window stays closed until 48 hours after declaration.
Senco Gold Annual General Meeting
Senco Gold shareholders passed a special resolution via postal ballot re-appointing Bhaskar Sen as Non-Executive Independent Director for a second one-year term. Votes in favour were 99.9991%.
Senco Gold Acquisition Worth ₹68 Cr
Senco Gold signed agreements to acquire 68% of August Jewellery for INR 68 crore, payable in tranches. Completion is subject to conditions precedent, expected by February 2027.
- Value
- ₹68.00 Cr
Senco Gold Management Change
Senco Gold Ltd appointed Mr. Shashi Bhushan Singh as Chief General Manager – Sales and Business Development, designating him as a Senior Management Personnel.
Senco Gold Other Announcement
Senco Gold Limited submitted its compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018 for the quarter ended 30th September 2026.