Senco Gold Limited — Investor Meet, 05-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Senco Gold reported Q4 revenue up 21%, led by 20% value growth in gold jewellery despite a 6% volume dip, and strong diamond jewellery with 38% value and 21% volume growth. FY25 gold jewellery value rose ~20%, diamond value grew 15%, with adjusted PAT at INR 207 Cr. Same-store sales grew 15-16%, footfalls up 17%, and average bill at ~INR 73,000. Inventory rose due to gold prices and new stores; debt-equity steady at 0.9x. Management targets 18-20% revenue growth and 6.8%-7.2% EBITDA margin in FY26, focusing on diamond sales, franchise growth, and lightweight jewellery for younger buyers.