PNGS Reva Diamond Jewellery Limited — Investor Meet, 04-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

PNGS Reva Diamond Jewellery Limited held an earnings conference call to discuss Q1 FY27 financial and operational highlights. Management shared insights on business performance, growth strategies, and the outlook for the coming quarters.

**Financial Performance:**

Revenue grew an impressive 119.5% YoY to INR 118 Cr. Gross profit increased 147.25% YoY to INR 41.83 Cr, with margins at 35.46%. EBITDA rose 192.88% YoY to INR 33.92 Cr (28.76% margin), and PAT surged 265% YoY to INR 27.21 Cr (23.06% margin). This strong performance was driven by higher volumes and festive sales.

**Management Commentary & Outlook:**

Management expressed confidence in the business scalability, citing robust YoY revenue growth for the second consecutive quarter. The studded jewellery market is expanding, and the company's strategy is capitalizing on this. Expansion plans include 15 new COCO stores, focusing on Tier-1 and Tier-2 cities, with a disciplined approach to profitability. The company's e-commerce website is set to launch by August 2026.

**Operational Updates & Investor Angle:**

Inventory turnover was 1.29x, within the industry range. Average order value stood at INR 1 lakh. The company is not experiencing significant heat from lab-grown diamond competition due to its focus on smaller natural diamonds. Management expects H2 to be stronger than H1, with Q3 and Q4 contributing around 65% of annual revenue. The tone is optimistic about sustained growth.