Investor Presentation

AI summary - Consolidated revenue grew 34% YoY in Q2 FY27 and 52% in H1 FY27; PAT up 78% in Q2 and 22% in H1 - Retail sales grew 29% YoY in Q2 and 40% in H1, led by 30% same store sales growth - Expanded retail footprint to 215 showrooms with 14 net additions in H1; 10-12 planned in H2 - Diamond jewellery value and volume up 37% and 12% in H1; stud ratio improved to 11.6% - H2 FY27 outlook: 25%+ revenue growth, 7.5%-7.8% EBITDA margin, 4.0%-4.5% PAT margin - Inventory optimized with AI tools; finance cost rose due to higher non-GML loans and festive borrowings - EBITDA margin impacted by higher gold exchange, competition, discounting, and 40-50% hedging level - Strong digital sales growth of 53% YoY in H1 FY27; 3.24 mn+ loyal customers - ROE and ROCE targeted above 18% signaling disciplined growth - Management confident of continued growth and profitability in H2 FY27