Thursday, 5 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Investor Presentation

Shankesh Jewellers Investor Presentation: Key Takeaways

H1FY27 revenue ₹980 Cr (+52%), EBITDA ₹98 Cr (10% margin), PAT ₹69 Cr (+56%). Q2 revenue +50% but EBITDA margin compressed to 6.6%.

Highlights
Revenue growthH1 +52%; Q2 +50% YoY to ₹556 Cr
MarginsQ2 EBITDA margin 6.6% vs 8.8% YoY, 14.4% in Q1
Demand visibilityFestive and wedding season expected to support demand
Management confidenceOptimistic on demand; no quantified guidance given

Growth

Q2 revenue ₹556 Cr (+50% YoY); PAT ₹26 Cr (+14%); EBITDA +11%. H1 gross profit +55%.

Outlook

No numeric FY27 guidance. Expects festive and wedding demand support in Q3 (Dussehra, Diwali); asset-light model.

Risks

Q2 EBITDA margin fell to 6.6% (8.8%); gross margin 7.5% (9.7%). Receivables more than doubled since Mar-26.

Last quarter's promises, checked

Delivered

  • Post-IPO equity ~₹450 Cr → ₹531 Cr (= BEAT)
  • Karigar scale-up headroom 30–50% growth → Q2 revenue +50% YoY (= BEAT, top of range; capacity undisclosed)

Partly delivered

  • Working capital funded via equity (no target) → short-term debt cut to ₹66 Cr (= PARTIAL, unquantified)

Missed

  • Profit improving with growth; Q1 EBITDA 14.4% → Q2 6.6% (= MISS)
  • Quantified 3-yr volume/CAGR outlook promised for Q2/Q3 → none disclosed (= MISS)
Source

Investor Presentation filed with BSE, NSE: SHANKESH. Summary written with AI assistance from the document.

Read the document ↗

Shankesh Jewellers Ltd: key numbers

Share price
₹92.00
Market cap
₹1,353 Cr
Revenue (annual)
₹1,631 Cr
Net profit (annual)
₹106.7 Cr
Promoter holding
69.53%
FII holding
3.03%Current quarter

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

More from Shankesh Jewellers Ltd

All →