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Kalyan Jewellers India Limited — Q4FY26 Earnings Call Summary
Key Takeaways
- Akshaya Tritiya and wedding demand strong; April FY27 started well despite high base
- Interest cost includes INR20 Cr one-off; expect INR30 Cr reduction in FY27
- Operating leverage and interest savings expected to support margins in FY27
- FY26 consolidated revenue INR35,740 Cr (+43% y-y); PAT INR1,350 Cr (+89%)
- Board recommended dividend payout ~20% of FY26 net profit (~INR257 Cr)
- FY27 plans: open 150 showrooms including 50-55 Candere; focus on franchise expansion
- Non-GML debt in India reduced from INR1,300 Cr to INR300 Cr over 3 years; target zero in FY27
- Franchise stores have lower revenue per store than COCO; both expected to grow
- SSSG historically 20-30%, recommend 10% for 3-5 year projection
- Gross margins stable; Q4 margin impacted by product mix and seasonality
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.