Senco Gold Limited — PPTs, 12-02-2026: Investor Presentation

SENCO Gold delivered a stellar Q3 FY26, with revenue soaring 50% YoY to **INR 3,071 Cr** and profit (PAT) surging 688% YoY to **INR 264 Cr**. For the first nine months, revenue grew 30% to **INR 6,433 Cr**, with PAT up 331% to **INR 417 Cr**. Non-East revenue crossed **INR 1,100 Cr**, supported by a robust 21% YTD Same Store Sales Growth (SSSG).

The company's 'hyper-local' strategy and focus on lightweight, everyday-wear jewellery are key growth drivers. Over 6,000 new gold and 3,300 new diamond designs were launched in Q3, with old gold exchange contributing ~45% to revenue. Four new showrooms opened in Q3, bringing the total to 196. Inventory increased to **INR 4,602 Cr** (+55% YoY) and borrowings to **INR 2,248 Cr** (+44% YoY) to support this expansion amidst rising gold prices.

Management is upbeat, expecting 25%+ YoY topline growth in Q4 FY26, with plans for 3-4 more showrooms to hit the 200-store milestone. The outlook includes FY27 EBITDA margins of 7.5-7.8% from 18-20 new showrooms and 20-22% topline growth.