SKY GOLD AND DIAMONDS LIMITED — Q1FY27 Earnings Call Summary

SKYGOLD · Q1FY27 · Filed 13 Aug 2026

Key Takeaways

• Multiple analyst queries on margin sustainability and volume growth; management confident in guidance
• Capacity utilization ~60%; capex 80-100 Cr planned post-2028 for expansion
• Q1 FY27 consolidated revenue 2013 Cr, +78% y-y; annualized run rate ~8050 Cr
• FY27 revenue guidance ~8100 Cr; possible revision post-Diwali; FY28 growth expected 30-35%
• Gross margin improved to 9.3% (+27 bps q-q) driven by 14% non-22 KT and 2.1% studded jewelry share
• EBITDA 157 Cr (7.8% margin); operating PAT crossed 100 Cr for first time
• Long-term vision to be net debt-free by 2030 with 5.25% PAT margin and strong cash flow conversion
• Shift to design-led, value-added products and international markets driving margin and growth
• Operating cash flow positive at ~30 Cr; net debt 540 Cr; working capital ~60 days
• CEO Akash Talesara appointed; focus on Advance Gold growth to 15-30% by 2030 and export expansion

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.