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Investor Presentation

Shanti Gold International Investor Presentation: Key Takeaways

Shanti Gold reported strong Q1 FY27 results with 144.7% YoY revenue growth. Strategy focuses on capacity expansion and higher-margin product lines like Turkish jewellery and Cuban bracelets.

Highlights
Revenue growth144.7% YoY; 8.7% QoQ.
MarginsEBITDA margin at 9.97%; PAT margin at 7.05%.
Demand visibilityStrong, securing LOIs for new Jaipur facility lines.
Management confidenceHigh, citing strategic levers for next phase of growth.

Growth

Revenue rose 144.7% YoY to ₹716.4 Cr; PAT grew 46.9% to ₹50.5 Cr. Sales volume increased 61.6% to 522.1 kg.

Outlook

Commissioned 4,000 kg pa Marol facility; Jaipur facility adding 1,200 kg pa under construction. Total target capacity: 7,900 kg pa.

Risks

Margins compressed YoY (EBITDA Margin 10.0% vs 17.6%) due to higher material costs and changes in product mix.

Last quarter's promises, checked

Delivered

  • Guided 30-40% volume growth → delivered 61.6% (= BEAT)
  • Commission Marol facility (4,000 kg/pa) → commissioned as planned (= BEAT)
  • D/E ratio target < 1.0x → delivered 0.36x (= BEAT)

Partly delivered

  • Jaipur facility (1,200 kg/pa) timeline → under construction (= PARTIAL)

Missed

  • Guided 60-70% value growth → delivered 144.7% (= BEAT - exceeded guidance)
  • Sustainable PAT margin 4% → delivered 7.05% (= BEAT - exceeded guidance)
Source

Investor Presentation 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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Value
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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