SKY GOLD AND DIAMONDS LIMITED — Q1FY27 earnings call summary

Filed 13 August 2026 · Official transcript

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