KDDL Ltd
KDDL Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #26 of 87 in Consumer Durables
See the sector's top 10 — free with your mobile number.
What the Q4 FY26 call signalled
2 of 3 strong
The short version
Revenue growth is expected to continue, driven by volume growth and value/capability enhancements across segments (bracelets, precision engineering, packaging). Revenue growth is expected to be around 20% to 25% annually (Yashovardhan Saboo, Page 22).
From KDDL Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Revenue growth is expected to continue, driven by volume growth and value/capability enhancements across segments (bracelets, precision engineering, packaging).
- EBITDA and overall margins are expected to remain stable, with no dramatic changes upward or downward.
- Precision engineering, bracelet, and packaging businesses are targeted to grow at about 25% CAGR medium to long term.
- Ethos aims to double its store network in 3 years, with continued focus on acceleration of store openings and revenue growth.
- Despite inflationary pressures (high wage inflation in India), operational leverage is expected but somewhat offset by rising costs.
- Market share in precision stamping and components remains small, offering a large headroom for growth through new customers, deeper relationships, and additional capabilities.
2 more points from KDDL Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what KDDL Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- INR 50 crores planned capex in standalone business covering bracelet, watch components, precision engineering, and packaging.
- Ongoing capex for backward integration in Precision Engineering (Eigen) business, expected commissioning in next 3-4 months.
- Further incremental capacity additions in bracelet division aiming for 25% growth.
- Capex spread over all businesses; excludes subsidiary investments like Favre-Leuba.
- Focus on capability enhancement and quality improvements through incremental machine additions.
2 more points from KDDL Ltd's call on capex
Create a free account to keep reading this call
Top-ranked in Consumer Durables
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what KDDL Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Yashovardhan Saboo mentions robust momentum in sectors like EV, energy storage, and electronic components with expanding customer relationships, indicating a healthy pipeline of opportunities.
- The Precision Engineering business has significant headroom for growth, given the company's small current market share, suggesting potential for increased orders.
- The Favre-Leuba brand has strong sales and is ramping up production to meet demand, implying a backlog with stores short of stock.
- Overall, the focus on doubling network stores in Ethos and capex plans across divisions indicate a growth-driven orderbook outlook.
KDDL Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹575 Cr, net profit ₹35 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What KDDL Ltd's management said in earlier quarters
- Q3 FY25 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q4 FY24 earnings call →
- Q2 FY22 earnings call →
- Q1 FY22 earnings call →
- Q4 FY21 earnings call →
- Q3 FY21 earnings call →
- Q2 FY21 earnings call →
Others in Consumer Durables this season
- Sonam Ltd (Q4 FY26)
Working capital cycle is efficient (29 days debtors, 37 days creditors); cash flow remains strong with 70%-80% sales in advance or credit to old customers. Key…
- Global Surfaces Ltd (Q4 FY26)
Q4-FY26 Revenue from Operations: INR 454 Mn, down 21.0% YoY from INR 575 Mn in Q4-FY25 (Page 22). Key investor presentation takeaways from Global Surfaces's Q4
- Naman Industries Proxima Limited (Q4 FY26)
Revenue from operations for H2 FY26 was ₹73.6 Cr, down 17.4% YoY from ₹89.1 Cr in H2 FY25. Key investor presentation takeaways from Naman Industries Proxima's Q
- Yash Optics & Lens Ltd (Q4 FY26)
Q4/FY26 Revenue from Operations: ₹3,061.4 Lacs (H2 FY26), up 29.1% YoY compared to ₹2,370.8 Lacs in H2 FY25 (Page 26). Key investor presentation takeaways from
Potential multibaggers · Q2 FY27
Potential multibaggers in Consumer Durables
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
KDDL Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were KDDL Ltd Q4 FY26 results?
Revenue growth is expected to continue, driven by volume growth and value/capability enhancements across segments (bracelets, precision engineering, packaging). Revenue growth is expected to be around 20% to 25% annually (Yashovardhan Saboo, Page 22).
What is KDDL Ltd share price analysis?
KDDL Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 46.5 with a market cap of ₹4,556 Cr. Investors should review the full earnings analysis for detailed insights.
Is KDDL Ltd planning capital expenditure?
INR 50 crores planned capex in standalone business covering bracelet, watch components, precision engineering, and packaging.
Keep KDDL Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.