Senco Gold Ltd (NSE:SENCO)

Q3 2026 Senco Gold Ltd Earnings Call Transcript

Feb 12, 2026 / 05:30 AM GMT

Release Date Price: ₹352.15 (-5.72%)

Transcript

Key Points

Positve

Senco Gold Ltd (NSE:SENCO) achieved a historical quarter with revenue surpassing INR 3,000 crore, an EBITDA of INR 400 crore, and a PAT of INR 264 crore.
The company experienced a 50% year-over-year revenue growth, with a significant increase in EBITDA by 406% from the previous year.
Senco Gold Ltd (NSE:SENCO) has successfully launched over 6,000 new gold designs and more than 3,000 diamond designs, catering to various consumer needs.
The company's hyperlocal strategy and use of technology for data analysis have been pivotal in understanding consumer behavior and enhancing sales.
The growth in tier two and tier three markets has been robust, with plans to expand the store network to over 200 stores by the end of the quarter.

Negative

The company faces challenges due to high gold prices, which have risen by 65% over the year, impacting consumer purchasing behavior.
There is a noted decrease in footfall by 10-15%, with a 10% drop in volume sales for the year, indicating potential consumer hesitation.
Working capital requirements have increased, leading to higher inventory values and borrowing needs.
The company has had to adjust its hedging strategy due to gold price volatility, maintaining a hedging ratio of 55-60% compared to previous higher levels.
Despite strong financial performance, the company remains cautious with a conservative sales growth guidance of 25% for the next quarter, reflecting market uncertainties.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SENC.NS - Senco Gold Ltd
Q3 2026 Senco Gold Ltd Earnings Call
Feb 13, 2026 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q3 F 526 earnings conference call of Seco Gold Limited, hosted by Asian Market Securities. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the content over to Mr. Vikram Kashab from Asian Market Securities.

Thank you, and over to you, sir.

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Unidentified_2 [2]
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