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Earnings Call

Shanti Gold International Earnings Call: Key Takeaways

Shanti Gold delivered record Q4 revenue and high FY26 profits, driven by high gold prices and strategic inventory gains from IPO proceeds.

Why this was an Alfa AlertNot a filter event; results are record-breaking but management did not explicitly state they beat prior numeric guidance by 5% or more.
Highlights
Revenue growth82.46% YoY FY26 growth, driven by volume and gold price inflation.
MarginsStructurally 4% PAT; temporarily inflated to 7% by inventory gains.
Demand visibilityStrong visibility in wedding and seasonal jewelry segments across India.
Management confidenceOver-optimistic, attributing one-time inventory gains to strategic prowess.

Growth

FY26 revenue up 82.46% YoY; PAT surged 159% supported by timely gold purchases before price spikes.

Outlook

Targeting ₹3,000-3,500cr revenue for FY27 with 30-40% volume growth; increasing capacity to 7,900kg per annum.

Risks

PAT margins expected to normalize from 7% to 4% without inventory gains; heavy working capital dependence.

Source

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

Read the document ↗

Shanti Gold International Ltd: key numbers

Share price
₹325.68
Market cap
₹2,499 Cr
Revenue (annual)
₹2,019 Cr
Net profit (annual)
₹140.2 Cr
P/E (TTM)
13.4×Sector 55.7×
Promoter holding
70.35%-4.54% QoQ
FII holding
4.63%Current quarter

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

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16:29 IST BSE
Acquisition

Shanti Gold International Acquisition Worth ₹8.83 Cr

Shanti Gold International Ltd invested Rs. 8.83 Crore to acquire a 0.37% stake (2,65,000 shares) in Ratnaveer Precision Engineering Limited via the secondary market.

Value
₹8.83 Cr
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Results Correction

Shanti Gold International Results Correction

Shanti Gold clarified that identical standalone and consolidated Q1 FY27 results resulted from its inactive Dubai subsidiary. The company confirmed Reg 33 and Schedule III compliance.

18:53 IST BSE
Annual General Meeting

Shanti Gold International Annual General Meeting

Shanti Gold International Limited has scheduled its 13th Annual General Meeting for September 28, 2026. The meeting will address financial statement adoption and director re-appointment.

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Annual Report

Shanti Gold International Annual Report

Shanti Gold International Ltd filed its Annual Report for FY 2025-26 and the notice for its 13th Annual General Meeting scheduled for September 28, 2026.

20:38 IST BSE
Earnings Call

Shanti Gold International Earnings Call Transcript: Key Takeaways

Aggressive revenue expansion driven by volume-led growth and new facility commissioning, though margins were temporarily inflated by one-time inventory valuation gains.

Call
Guides 60% growth