Whalesbook
FY26 ka Aisa Kaisa Result? 💰
Dekho, Thangamayil Jewellery ne FY26 ke liye jo standalone results diye hain, woh ekdum zabardast hain. Poore saal ki revenue 73.17% badhkar ₹8,513.75 Crore ho gayi, jo pichle saal ₹4,916.30 Crore thi. Aur profit? Bhai, profit toh 196.23% uchhal kar ₹351.65 Crore tak pahunch gaya, jo FY25 mein sirf ₹118.71 Crore tha. Per share earnings (EPS) bhi ₹113.14 rahi.
Q4 Bhi Dhamakedar! 🔥
Sirf saal bhar hi nahi, Q4 mein bhi company ne performance dikhai. Revenue 105.63% badhi, jo ₹2,839.17 Crore par pahunchi. Quarter ka EPS bhi ₹45.89 raha.
Dividend Ka Baarish! 💸
Itna paisa kamaya toh shareholders ko bhi toh bonus milega! Company ne 180% ka final dividend recommend kiya hai, matlab har share par ₹18.00. Auditors ne bhi sab theek-thaak bataya hai.
Aage Ka Rasta Aur Challenges 🚧
Abhi toh sab mast lag raha hai, par aage kuch challenges bhi hain. Sabse badi baat, government ne gold aur silver par import duty 6% se badha kar 15% kar di hai, jo May 2026 se लागू hogi. Isse demand par asar pad sakta hai.
Company ka borrowing bhi thoda badha hai, ₹774.16 Crore ho gaya hai FY26 mein (FY25 mein ₹678.60 Crore tha). Aur inventory bhi kaafi badh gayi hai, ₹2,953.63 Crore tak, jo ₹1,979.57 se zyada hai. Ek ₹2.38 Crore ka provision bhi Labour Codes ki wajah se karna pada.
Kaun Hain Competitors? 🧐
Titan (Tanishq) aur Kalyan Jewellers India jaise bade players bhi isi market mein hain aur unhe bhi duty changes aur price fluctuations se deal karna padta hai.
Kya Dekhna Hai Aage? 🤔
Investors ab yahi dekhenge ki company duty hike ke baad sales aur profit margin ko kaise sambhalti hai. Badhti hui borrowing aur inventory ko manage karne ka plan kya hai, yeh bhi important hoga. Yeh dekhna hoga ki company is sabke beech bhi apna profit growth bana paati hai ya nahi.