Senco Gold Ltd (NSE:SENCO)

Q1 2027 Senco Gold Ltd Earnings Call Transcript

Aug 12, 2026 / 05:30 AM GMT

Release Date Price: ₹345.65 (-13.86%)

Transcript

Key Points

Positve

Record Q1 consolidated revenue growth of 67% YoY, crossing INR 3,000 crores in a single quarter.
Retail sales grew 50% YoY with same-store sales up 39%, indicating strong customer loyalty and brand trust.
Diamond jewelry sales increased 43% in value and 18% in volume, reflecting successful design-led strategy and margin improvement potential.
Innovative product launches, including titanium jewelry for men and lightweight 9/14 carat collections, cater to evolving consumer preferences and affordability.
Inventory days improved to 152 days, driven by AI-based software and store-level optimization, enhancing operational efficiency.

Negative

EBITDA margin declined to 7% from 10.1% in Q1 FY26, impacted by gold price volatility, discounting, and custom duty changes.
Sales in May and June fell to INR 500-600 crores per month due to Adhik Maas, heatwave, and election-related disruptions, despite a strong April.
Gold metal loan availability was constrained during April and May, leading to higher finance costs and reliance on local gold procurement.
Other expenses surged to INR 195 crores from INR 80 crores, driven by marketing, store renovations, and customer schemes, pressuring margins.
Management remains conservative with FY27 guidance of 20%+ growth and 7.5-7.8% EBITDA, despite Q1 outperformance, signaling potential slower growth ahead.

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

SENC.NS - Senco Gold Ltd
Q1 2027 Senco Gold Ltd Earnings Call
Aug 12, 2026 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to Sanko Gold Limited Q1 FI27 earnings call. 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 a touchstone phone.

Please note that this conference is recorded. I now hand the conference over to Mr. Amit Purovich from Ilara Securities.

Thank you and over to you, sir.

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Unidentified_2 [2]
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Good morning

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