Introduction 😊
Kalyan Jewellers has released its Q4 FY25 results, and the numbers tell an interesting story. It is a quarter marked by robust festive demand and impressive international performance, even as seasonal factors tempered sequential growth. Readers will find insights here that explain how the jeweller balanced costs, margins and expansion to deliver solid profits.
Key Financial Metrics 📊
- Revenue from Operations: ₹6,181.53 cr (QoQ: –15.6%, YoY: +36.6%)
- Profit Before Tax (PBT): ₹250.61 cr (QoQ: –14.6%, YoY: +36.4%)
- Net Profit (PAT): ₹228.89 cr (QoQ: –19.3%, YoY: +71.5%)
- Earnings Per Share (EPS): ₹2.22 (QoQ: –18.5%, YoY: +65.4%)
Revenue Highlights
- Strong Year‐on‐Year growth driven by festive and wedding purchases.
- International demand, especially in the Middle East, played a key role.
- Sequential dip reflects usual seasonality after a busy quarter.
Profit and Margin Insights
- PAT jumped 71.5% YoY, outpacing revenue growth and hinting at margin expansion.
- Operating cost rose moderately but product mix improvement offset much of that.
- Finance cost was contained at ₹93.33 cr, showing disciplined debt management.
Strategic Moves and Shareholder Returns
- Declared a final dividend of ₹1.50 per share, rewarding long‐term investors.
- Sold non‐core aircraft assets to free up capital for growth initiatives.
- ESOP allotments signal confidence in the leadership team’s future performance.
Conclusion 🏁
Kalyan Jewellers delivered a “Good” verdict for Q4 FY25, thanks to stellar Year‐on‐Year growth and prudent cost control. While sequential figures dipped as expected, the company’s strong festive and international momentum suggests a healthy outlook. Investors may keep an eye on how new funds and markets shape the next chapter.