Senco Gold Limited — Investor Meet, 02-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Senco Gold reported robust Q4 FY26 with ₹1,997 Cr revenue, ₹274 Cr EBITDA, and ₹157 Cr PAT. FY26 revenue hit a record ₹8,430 Cr (+33% YoY). Management guides 18-20% revenue growth for FY27 (targeting ₹10,000-₹10,500 Cr), with sustainable EBITDA of 7.5-7.8% and PAT of 4-4.5%. Strategic focus: 50% old gold exchange (Q4), lightweight/lower-caratage jewellery, and franchise-led expansion in North/Central India. Inventory days are at 188, aiming for 160-180. The customs duty hike offers potential inventory gains. Despite recent slowdowns, management remains optimistic, prioritizing sustainable growth and customer value.