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Earnings Call

Sky Gold and Diamonds Earnings Call: Key Takeaways

Sky Gold delivers strong Q4 performance, transitioning toward a high-margin, asset-light model focused on advanced gold formats and lightweight jewellery with a strategic goal of becoming a net debt-free company by FY30.

Why this was an Alfa AlertManagement explicitly stated FY27 revenue guidance of INR 8,100cr is 30-40% higher than their initial estimate of INR 5,000cr.
Highlights
Revenue growthTargeting 30% to 35% sustainable revenue CAGR.
MarginsTargeting 5.25% PAT margin by FY30; expanding share of advanced gold.
Order bookImproved visibility across value chain through distribution expansion.
Demand visibilityStable B2B demand; no softening despite custom duty changes.
Management confidenceHigh; guided for 30-40% higher than initial FY27 estimates.

Growth

FY26 PAT margin at 4.5%. Guidance for FY27 revenue revised upward to INR 8,100 crores.

Outlook

Targeting 30-35% revenue CAGR; FY30 PAT goal of INR 945 crores; 50%+ debt reduction in FY27.

Risks

Gold price volatility impacting volume guidance; potential regulatory tightening on gold imports/loans.

Source

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

Read the document ↗

Sky Gold and Diamonds Ltd: key numbers

Share price
₹793.55
Market cap
₹12,290 Cr
Revenue (annual)
₹6,295 Cr
Net profit (annual)
₹275.3 Cr
P/E (TTM)
44.6×Sector 55.7×
Promoter holding
51.74%+0.00% QoQ
FII holding
2.79%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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