Senco Gold Limited — PPTs, 13-11-2025: Investor Presentation

Here's a concise, retail-friendly summary of the investor presentation:

**1. Business Performance:**

Senco Gold delivered a robust H1 FY26 performance. Consolidated revenue grew 15.8% YoY to ₹3,362.4 Cr. Adjusted EBITDA surged 52.3% YoY to ₹290.1 Cr (8.6% margin), with PAT up 79.6% YoY to ₹153.4 Cr (4.6% margin). ASP/ATV rose 15-16%, with Same-Store Sales Growth (SSSG) at 7.5% and diamond demand driving a 12% stud ratio.

**2. Growth Drivers or Strategy:**

The company is strategically expanding, adding 6 showrooms in Q2 (total 192), with 6-8 more planned for the year. Growth is driven by inventory optimization, lightweight designs, high-margin products, and franchisee expansion, particularly in Tier 3/4 cities.

**3. Recent Developments:**

Recent highlights: Record Dhanteras/Diwali sales in Oct 2025 exceeded ₹1,700 Cr (+56% YoY), boosting YTD retail growth to 25% (19% SSSG). The total retail footprint now exceeds 195 showrooms, supported by continuous new design launches.

**4. Key Financial Metrics:**

Net Debt stands at ₹1,578.4 Cr, with a comfortable Debt-to-Equity ratio of 0.75. Inventory levels increased to ₹4,309.2 Cr, primarily for festive season preparedness.

**5. Management Commentary / Outlook:**

Management reiterates an 18-20% full-year topline growth outlook. Priorities are financial discipline, building festive stock, ensuring cash flow for business growth, and enhancing ROE/ROCE by year-end.