Senco Gold Limited — PPTs, 14-02-2025: Investor Presentation

**Financial Highlights:**

Senco Gold reported a revenue of ₹2,100.26 Cr for Q3 FY25, a 27.3% increase year-over-year, and a total of ₹50,069.22 Cr for the nine months. The EBITDA stood at ₹799.6 Cr, reflecting an EBITDA margin of 3.8%, with adjusted EBITDA at ₹1,075.5 Cr. The net profit for Q3 was ₹334.8 Cr, down from ₹1,093.2 Cr in Q3 FY24, primarily affected by customs duty impacts.

**Strategic Initiatives and Growth Drivers:**

The company expanded its footprint, increasing total showrooms to 171, including 70 franchisee outlets. In the last nine months, Senco added 12 new showrooms and plans to open 8-10 more in Q4 FY25, focusing on Tier 3 and Tier 4 markets.

**Business Developments:**

Recently, Senco successfully raised ₹459 Cr through a Qualified Institutional Placement, with a portion allocated for expansion and inventory enhancement. Additionally, a 1:2 stock split was announced to boost liquidity.

**Market Position and Competitive Advantage:**

Senco Gold has solidified its position as the 2nd most trusted jewellery brand in India. The strategic emphasis on lightweight jewellery and a robust digital platform positions it favorably against competitors, reaching diverse customer segments.

**Investor Implications:**

Senco Gold's performance reflects strong growth potential, backed by an expanding showroom network and solid financial health. Investors may see opportunities for growth as the company aims for an EBITDA margin of 7%-8% and navigates the evolving jewellery market landscape.