Shanti Gold International Limited — Investor Meet, 27-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Shanti Gold delivered strong FY26 results: Revenue up 82.46% to INR 2,018.71 Cr, PAT up 159% to INR 140.15 Cr, with margin expansion. Q4 FY26 was the highest revenue quarter in company history. Management sees 30-40% volume growth and 60-70% value growth next year. Capacity is tripling with new Marol (Mumbai) and Jaipur facilities coming online. New product lines like Turkish jewellery and Mangalsutras were launched. Dubai expansion is delayed by geopolitical issues but set to drive exports. A sustainable core PAT margin is projected around 4% after accounting for last year's inventory gains. Management is confident in market expansion and operational efficiency, maintaining a strong balance sheet.