Arthneeti

Senco Gold Q1 FY27 Share Price & Earnings Call Analysis

₹300.35+0.50% today
Market cap
₹4,923 Cr
P/E
8.62
ROE
25.60%
PEG
0.16
Price to sales
0.51
Debt to equity
1.07
52W high / low
₹419 / ₹279
Sales growth (5Y)
25.94%
EBITDA margin
10.34%
Net profit margin
6.81%
Promoter holding
64.46%
Sales (last year)
₹9,660 Cr

Incorporated in 1994, Senco Gold Limited is a Pan-India jewelry retailer and is the largest organized jewelry retail player in the Eastern region of India based on the number of stores[1]

Guidance scorecard · Q1 FY27 call

What Senco Gold's management guided
and where it ranks in Consumer Durables

#23of 84 in
Consumer Durables
Revenue20–40%MarginsFlatCapexPlannedFundraisingWhat management saidOrder bookWhat management said

RevenueQ1 FY27 call

20–40%
  • Senco Gold targets 20%+ value growth for FY27, aiming revenue above INR 10,000 crores (up from INR 8,430 crores in FY26).
  • Longer-term goal: Over INR 20,000 crores revenue and 300+ stores within 4-5 years (current stores ~200).
  • July and August 2026 showed ~25% YoY growth, 8%-10% higher than May-June run rate.
  • Expect stronger sales momentum during the festive and wedding seasons (Q3 and Q4) following a planning and inventory-building Q2.
  • Same-store sales growth (SSSG) was ~39% in Q1, and retail sales up 50% YoY.

2 more points from Senco Gold's call on revenue

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Full Q1 FY27 analysis

MarginsQ1 FY27 call

Flat

See what Senco Gold said on margins — free account, 30 seconds.

Full Q1 FY27 analysis

CapexQ1 FY27 call

Planned
  • The company aims to expand from around 200 stores currently to a 300-plus store company over the next 4-5 years.
  • Multiple store formats and models will be used, including Senco and Everlite, with large and small formats tailored to market needs.
  • Investment in building a captive design and jewellery-supply hub is ongoing, enabling the launch of nearly 100 designs per day.

2 more points from Senco Gold's call on capex

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Full Q1 FY27 analysis

FundraisingQ1 FY27 call

See what Senco Gold said on fundraising — free account, 30 seconds.

Full Q1 FY27 analysis

Order bookQ1 FY27 call

  • The company is building inventory strategically ahead of key seasons such as the festive and wedding periods.
  • Inventory management is focused on maintaining an optimal stock mix of diamond, platinum, and modern jewelry to meet customer demand.
  • Stock turnover and inventory days are being actively monitored to balance growth and efficiency.
  • Plans include increasing inventory from INR5,000 crores to around INR8,000-9,000 crores to support a revenue target of INR20,000 crores.

2 more points from Senco Gold's call on the order book

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Full Q1 FY27 analysis
Full Consumer Durables ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Consumer Durables
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does Senco Gold rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Consumer Durables companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 2%+₹151 Cr13.8
240%+Up 0–2%₹2,267 Cr12.2
340%+Up 0–2%₹1,934 Cr16.9
440%+Flat₹2,338 Cr39.6
540%+Flat₹1,975 Cr20.8
640%+Flat₹528 Cr16.7

Sign up free to see every company in the sector ranking and track Senco Gold.

Pro shows every company guiding 40%+ revenue growth →Full Consumer Durables ranking

Financials of Senco Gold

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of Senco Gold

Quarterly Results

Quarter-by-quarter operating performance

Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales +8131,3041,1441,6511,1301,4151,4592,0231,3621,8251,5543,0321,963
Expenses +7461,2361,1051,4681,0381,3051,4031,9441,2361,6421,4462,6281,692
Operating Profit676839183921105679126182108404271
OPM %8%5%3%11%8%8%4%4%9%10%7%13%14%
Other Income +810119131215121518172913
Interest25272328303232343742455855
Depreciation14121316181817131817171820
Profit before tax363814148577321458514063357209
Tax %26%26%14%25%35%27%20%27%27%26%16%25%24%
Net Profit +272812111375317336210453267158
EPS in Rs2.382.060.777.172.373.431.082.033.786.323.2416.289.64

Financials of Senco Gold

Profit & Loss

Annual income statement trend

Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales +2,2152,4842,4202,6603,5354,0765,2306,2598,374
Expenses +2,0752,3182,1972,4793,2473,7464,8355,8757,409
Operating Profit140166223182287330394384965
OPM %6%7%9%7%8%8%8%6%12%
Other Income +2899151332435577
Interest374363738098121148200
Depreciation191637404245596672
Profit before tax11211613284178219257224770
Tax %35%36%31%26%27%26%27%26%25%
Net Profit +72759162130161189165581
EPS in Rs20.387.028.555.7812.2314.4112.1510.1035.47
Dividend Payout %0%0%0%13%4%5%8%10%0%

Financials of Senco Gold

Balance Sheet

Capital structure and asset base

Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital186653535356788282
Reserves3764034855496748801,2991,9022,457
Borrowings +5885635896801,0261,4021,7562,0462,611
Other Liabilities +1911453952773485655827061,762
Total Liabilities1,1731,1771,5221,5592,1012,9033,7154,7366,912
Fixed Assets +8681202212219276354388425
CWIP4542713012
Investments000224133242
Other Assets +1,0821,0911,3161,3431,8732,6103,3484,3156,443
Total Assets1,1731,1771,5221,5592,1012,9033,7154,7366,912

Financials of Senco Gold

Cash Flows

Operating, investing and financing cash movement

Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +-4848182-72-79-19-206
Cash from Investing Activity +-35-56-56-156-199-123-45
Cash from Financing Activity +113-59-122231276150264
Net Cash Flow30-6633-2813
Free Cash Flow-4529168-95-109-53-239
CFO/OP-15%62%123%-11%-6%13%-34%

Financials of Senco Gold

Ratios

Working capital efficiency and return ratios

Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days7344444614
Inventory Days161150199166170200201220280
Days Payable121023101417161033
Cash Conversion Cycle156143180160160188189217262
Working Capital Days1183249443129446778
ROCE %16%18%13%17%15%14%10%21%

Guidance history

How Senco Gold's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →20–40%FlatPlanned——
Q3 FY26 call →20–40%FlatPlannedPlanned—
Q2 FY26 call →20–40%FlatPlannedPlanned—

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

19out of 100

Momentum score · price trend

19 out of 100 — Cooling

Over the past year its share price has done worse than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months−7.9%51%
Last 6 months−10.9%37%
Last 3 months−23.0%14%

The price is 59.2% below its all-time high of ₹732.15 (27 Sept 2024). Stocks more than 20% below their peak have their score halved, so 38 became 19.

How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Senco Gold: 0.4 × 51 + 0.4 × 37 + 0.2 × 14 = 38, halved to 19 because the price is more than 20% below its all-time high.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 2 Nov 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

Continue your research

What Senco Gold's management said in earlier quarters

Others in Consumer Durables this season

  • Bata India (Q2 FY27)

    Revenue from Operations for Q2 FY27: INR 8,618 million, up 7.5% YoY. Key investor presentation takeaways from Bata India Ltd's Q2 FY27 investor presentation — a

  • RBZ Jewellers Lt (Q2 FY27)

    Q2 FY27 Operational Revenue: INR 2,247 Mn, up 54.9% YoY (Q2 FY26: INR 1,451 Mn) (Page 32, 28) . Key investor presentation takeaways from RBZ Jewellers Ltd's Q2

  • Global Surfaces (Q2 FY27)

    Q2-FY27 revenue from operations was INR 599 Mn, a 10.7% increase YoY from INR 541 Mn in Q2-FY26 (Page 21). Key investor presentation takeaways from Global Surfa

  • Kabra Jewels (Q2 FY27)

    356 crore, up 14% YoY . Key results statement takeaways from Kabra Jewels Ltd's Q2 FY27 results statement — and how it ranks against sector peers.

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