| Revenue guidance | 20.0% → 25.0% Raised by 5.0 percentage points |
|---|---|
| Management target | Revenue 20.0% FY27 |
| Revenue growth | 67% YoY revenue growth; retail sales up 50%. |
|---|---|
| Margins | EBITDA margin normalized to 7% due to lack of inventory gains. |
| Demand visibility | Positive outlook for Q3 festive season despite Q2 seasonal softness. |
| Management confidence | Balanced, though slightly defensive regarding recent expense spikes. |
Growth
Revenue grew 67% YoY; retail growth at 50% driven by April sales and wedding demand.
Outlook
Conservative 20-25% revenue growth guidance; ₹10,000Cr+ revenue target for FY27.
Risks
Spike in other expenses to ₹229Cr; volatility in EBITDA margins (7% vs 13.1% YoY).
Last quarter's promises, checked
Delivered
- Guided 18-20% revenue growth → delivered 67% (= BEAT)
- Guided 18-20 new store openings → delivered 26 in FY26 (= BEAT)
- Guided 7.5-7.8% sustainable EBITDA margin → delivered 11.5% for FY26 (= BEAT)
Partly delivered
- Guided 4-4.5% PAT margin → delivered 4.5% for FY26 (= PARTIAL)
Missed
- Guided 160-180 inventory days → delivered 188 days (= MISS)
- Guided 1.8-2.2% marketing spend → delivered 1.9% (= BEAT)
Earnings Call Transcript filed with BSE, NSE: SENCO. Summary written with AI assistance from the document.
Senco Gold Ltd: key numbers
- Share price
- ₹318.75
- Market cap
- ₹5,224 Cr
- Revenue (annual)
- ₹8,430 Cr
- Net profit (annual)
- ₹574.3 Cr
- P/E (TTM)
- 9.2×Sector 52.0×
- Promoter holding
- 64.47%-0.01% QoQ
- FII holding
- 6.88%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Senco Gold Ltd
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- Value
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Senco Gold held its 32nd Annual General Meeting on August 31, 2026. Shareholders transacted ordinary business, including the adoption of financial statements and dividend confirmation.
Senco Gold Results Update
Senco Gold reported Q1 FY27 consolidated revenue of ₹3,056 Cr, up 67% YoY. The company added 8 net new showrooms, bringing the total network to 209.
Senco Gold Investor Presentation: Key Takeaways
Senco Gold reported robust Q1 FY27 results with consolidated revenue up 67% YoY to ₹3,056 Cr and EBITDA increasing 16% YoY to ₹213 Cr.
- Call
- Guides 20% growth