Senco Gold (543936) 주식 개요센코 골드 유한회사는 인도에서 금, 은, 백금 및 기타 귀금속과 준보석으로 만든 보석과 제품을 제조 및 거래하는 회사입니다. 자세히 보기543936 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장1/6과거 실적5/6재무 건전성3/6배당1/6강점주가수익률(10.6x)이 Indian 시장(23.9x)보다 낮습니다.수익은 연간 12.77% 증가할 것으로 예상됩니다.지난 1년간 수익이 260.5% 증가했습니다.동종업계 및 업계 대비 좋은 가치로 거래위험 분석부채는 operating cash flow로 충분히 감당되지 않습니다.높은 수준의 비현금 수입향후 3년 동안 수익이 연평균 17.1% 감소할 것으로 예상됩니다.모든 위험 점검 보기543936 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW482,882 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG482,882 investors already sharing narrativesYour Fair Value₹Current Price₹372.9012.8% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0154b2016201920222025202620282031Revenue ₹153.8bEarnings ₹10.5bAdvancedSet Fair ValueView all narrativesSenco Gold Limited 경쟁사EthosSymbol: NSEI:ETHOSLTDMarket cap: ₹70.8bREDTAPESymbol: NSEI:REDTAPEMarket cap: ₹73.3bArvind FashionsSymbol: NSEI:ARVINDFASNMarket cap: ₹63.3bD. P. AbhushanSymbol: NSEI:DPABHUSHANMarket cap: ₹29.8b가격 이력 및 성과Senco Gold 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가₹372.9052주 최고가₹404.8052주 최저가₹275.70베타0.501개월 변동6.48%3개월 변동14.74%1년 변동5.04%3년 변동93.69%5년 변동n/aIPO 이후 변동84.17%최근 뉴스 및 업데이트Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹381, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 43x in the Specialty Retail industry in India. Total returns to shareholders of 92% over the past three years.Reported Earnings • May 27Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: ₹35.08 (up from ₹10.09 in FY 2025). Revenue: ₹85.1b (up 35% from FY 2025). Net income: ₹5.74b (up 261% from FY 2025). Profit margin: 6.7% (up from 2.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Specialty Retail industry in India.공고 • May 26Senco Gold Limited Recommends Final Dividend for the Financial Year 2025-26Senco Gold Limited announced that the Board of Directors of the Company at its meeting held on May 26,2026, have inter alia: Recommended a Final Dividend at the rate of 20 % (INR 1 per equity share) of the face value of equity shares of INR 5 each, for the Financial Year 2025-26. The Final Dividend, if approved by the shareholders at the forthcoming Annual General Meeting (AGM) of the Company, shall be paid to the shareholders on or before 30 days from the date of AGM.공고 • May 20Senco Gold Limited to Report Q4, 2026 Results on May 26, 2026Senco Gold Limited announced that they will report Q4, 2026 results on May 26, 2026Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹365, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 37x in the Specialty Retail industry in India. Total returns to shareholders of 9.4% over the past year.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹324, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 32x in the Specialty Retail industry in India. Total returns to shareholders of 13% over the past year.더 많은 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹381, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 43x in the Specialty Retail industry in India. Total returns to shareholders of 92% over the past three years.Reported Earnings • May 27Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: ₹35.08 (up from ₹10.09 in FY 2025). Revenue: ₹85.1b (up 35% from FY 2025). Net income: ₹5.74b (up 261% from FY 2025). Profit margin: 6.7% (up from 2.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Specialty Retail industry in India.공고 • May 26Senco Gold Limited Recommends Final Dividend for the Financial Year 2025-26Senco Gold Limited announced that the Board of Directors of the Company at its meeting held on May 26,2026, have inter alia: Recommended a Final Dividend at the rate of 20 % (INR 1 per equity share) of the face value of equity shares of INR 5 each, for the Financial Year 2025-26. The Final Dividend, if approved by the shareholders at the forthcoming Annual General Meeting (AGM) of the Company, shall be paid to the shareholders on or before 30 days from the date of AGM.공고 • May 20Senco Gold Limited to Report Q4, 2026 Results on May 26, 2026Senco Gold Limited announced that they will report Q4, 2026 results on May 26, 2026Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹365, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 37x in the Specialty Retail industry in India. Total returns to shareholders of 9.4% over the past year.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹324, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 32x in the Specialty Retail industry in India. Total returns to shareholders of 13% over the past year.Price Target Changed • Feb 16Price target increased by 9.9% to ₹502Up from ₹457, the current price target is an average from 6 analysts. New target price is 47% above last closing price of ₹342. Stock is up 5.2% over the past year. The company is forecast to post earnings per share of ₹25.30 for next year compared to ₹10.09 last year.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ₹16.13 (vs ₹2.13 in 3Q 2025)Third quarter 2026 results: EPS: ₹16.13 (up from ₹2.13 in 3Q 2025). Revenue: ₹31.0b (up 48% from 3Q 2025). Net income: ₹2.64b (up ₹2.31b from 3Q 2025). Profit margin: 8.5% (up from 1.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Specialty Retail industry in India.New Risk • Feb 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 5.9% per year for the foreseeable future.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹356, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 35x in the Specialty Retail industry in India. Total loss to shareholders of 24% over the past year.공고 • Feb 05Senco Gold Limited to Report Q3, 2026 Results on Feb 12, 2026Senco Gold Limited announced that they will report Q3, 2026 results on Feb 12, 2026공고 • Jan 22Senco Gold Limited (NSEI:SENCO) agreed to acquire an unknown stake in August Jewellery Private Limited.Senco Gold Limited (NSEI:SENCO) agreed to acquire an unknown stake in August Jewellery Private Limited on January 21, 2026. A cash consideration will be paid by Senco Gold Limited. Senco Gold Limited is proposing to acquire 68% of the August Jewellery Private Limited’s equity share capital for an amount aggregating to INR 680 million. In this regard, Senco Gold Limited will execute: (a) Share Subscription Agreement, (b) Shareholders’ Agreement and any other related documents, as may be required during the course of the transaction with August Jewellery Private Limited. For the period ending March 31, 2025, August Jewellery Private Limited reported total revenue of INR 332.49 million. The transaction has been approved by the Board of Directors of Senco Gold Limited. The expected completion of the transaction is April 30, 2026.Price Target Changed • Nov 22Price target decreased by 8.1% to ₹457Down from ₹497, the current price target is an average from 6 analysts. New target price is 42% above last closing price of ₹321. Stock is down 43% over the past year. The company is forecast to post earnings per share of ₹17.26 for next year compared to ₹10.09 last year.Reported Earnings • Nov 13Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: ₹2.98 (up from ₹0.78 in 2Q 2025). Revenue: ₹15.5b (up 3.6% from 2Q 2025). Net income: ₹487.8m (up 302% from 2Q 2025). Profit margin: 3.1% (up from 0.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.6%. Earnings per share (EPS) exceeded analyst estimates by 198%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Specialty Retail industry in India.공고 • Aug 29Senco Gold Limited Declares Final Dividend for Year Ended March 31, 2025Senco Gold Limited at its AGM held on August 27, 2025 to declared final dividend of INR 1/- (20%) per equity share office value of INR 5/- each for the financial year ended March 31, 2025.Upcoming Dividend • Aug 13Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 20 August 2025. Payment date: 26 September 2025. Payout ratio is a comfortable 9.9% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (7.1%).Reported Earnings • Aug 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹10.09 (down from ₹12.03 in FY 2024). Revenue: ₹63.3b (up 21% from FY 2024). Net income: ₹1.59b (down 12% from FY 2024). Profit margin: 2.5% (down from 3.5% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Specialty Retail industry in India.공고 • Aug 05Senco Gold Limited, Annual General Meeting, Aug 27, 2025Senco Gold Limited, Annual General Meeting, Aug 27, 2025, at 11:30 Indian Standard Time. Location: `kala-kunj` (within the premises, kala mandir), 48, shakespeare, sarani, kolkata-700017, kolkata India공고 • Aug 04+ 3 more updatesSenco Gold Limited to Report Q2, 2026 Results on Nov 14, 2025Senco Gold Limited announced that they will report Q2, 2026 results on Nov 14, 2025Price Target Changed • Jun 18Price target decreased by 7.7% to ₹502Down from ₹544, the current price target is an average from 6 analysts. New target price is 44% above last closing price of ₹348. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₹14.90 for next year compared to ₹10.09 last year.Reported Earnings • May 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹10.09 (down from ₹12.03 in FY 2024). Revenue: ₹63.8b (up 22% from FY 2024). Net income: ₹1.59b (down 12% from FY 2024). Profit margin: 2.5% (down from 3.5% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Specialty Retail industry in India.공고 • May 23Senco Gold Limited to Report Q4, 2025 Results on May 29, 2025Senco Gold Limited announced that they will report Q4, 2025 results at 4:00 PM, Indian Standard Time on May 29, 2025Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹334, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 34x in the Specialty Retail industry in India. Total loss to shareholders of 30% over the past year.Price Target Changed • Apr 10Price target decreased by 13% to ₹544Down from ₹627, the current price target is an average from 6 analysts. New target price is 71% above last closing price of ₹318. Stock is down 19% over the past year. The company is forecast to post earnings per share of ₹7.30 for next year compared to ₹12.03 last year.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹253, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 29x in the Specialty Retail industry in India. Total loss to shareholders of 31% over the past year.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₹336, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 35x in the Specialty Retail industry in India. Total loss to shareholders of 17% over the past year.Price Target Changed • Feb 17Price target decreased by 18% to ₹627Down from ₹761, the current price target is an average from 6 analysts. New target price is 93% above last closing price of ₹325. Stock is down 17% over the past year. The company is forecast to post earnings per share of ₹8.73 for next year compared to ₹12.03 last year.New Risk • Feb 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.1% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Profit margins are more than 30% lower than last year (2.1% net profit margin).Reported Earnings • Feb 14Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: ₹2.13 (down from ₹7.30 in 3Q 2024). Revenue: ₹21.2b (up 28% from 3Q 2024). Net income: ₹334.8m (down 69% from 3Q 2024). Profit margin: 1.6% (down from 6.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) missed analyst estimates by 70%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Specialty Retail industry in India.공고 • Feb 06Senco Gold Limited to Report Q3, 2025 Results on Feb 13, 2025Senco Gold Limited announced that they will report Q3, 2025 results on Feb 13, 2025Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹842, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 41x in the Specialty Retail industry in India. Total returns to shareholders of 6.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₹850 per share.New Risk • Jan 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (21% accrual ratio). Minor Risk Shareholders have been diluted in the past year (5.3% increase in shares outstanding).Buy Or Sell Opportunity • Jan 01Now 23% overvaluedOver the last 90 days, the stock has fallen 20% to ₹1,127. The fair value is estimated to be ₹914, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last year. Earnings per share has declined by 6.5%. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.Buy Or Sell Opportunity • Nov 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.6% to ₹1,118. The fair value is estimated to be ₹927, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last year. Earnings per share has declined by 6.5%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: ₹1.56 (vs ₹2.01 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.56. Revenue: ₹15.0b (up 31% from 2Q 2024). Net income: ₹121.2m (up 1.5% from 2Q 2024). Profit margin: 0.8% (down from 1.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Specialty Retail industry in India.공고 • Oct 11Senco Gold Reportedly in Advanced Talks to Buy Melorra as it Takes Shine to E-CommerceSenco Gold Limited (NSEI:SENCO) which listed on the public markets last year, has placed a bid to acquire omnichannel jewellery retailer August Jewellery Private Limited (Melorra) as it seeks to expand its presence in the e-commerce space, four people aware of the development told Mint. Senco is likely to acquire Melorra in a deal valued at INR 400 million to INR 500 million, one of them said, adding, however, that the valuation was still being negotiated and the deal size could change as the discussions progress. The listed gold retailer is one of several potential buyers Melorra has been in talks with in recent months, the second of the four people said. "The company needs capital, and talks have been ongoing." the person said, adding that the deal has not been finalised. Due diligence is currently on and a deal will be confirmed upon satisfactory completion of the process, said a third person. Senco and Melorra did not respond to Mint's queries.Price Target Changed • Oct 07Price target increased by 11% to ₹1,442Up from ₹1,305, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of ₹1,375. Stock is up 127% over the past year. The company is forecast to post earnings per share of ₹31.30 for next year compared to ₹24.06 last year.Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Director Shankar Halder was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹1,454, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 46x in the Specialty Retail industry in India. Total returns to shareholders of 139% over the past year.Recent Insider Transactions • Sep 20Insider recently sold ₹1.0m worth of stockOn the 13th of September, Puranjit Seal sold around 875 shares on-market at roughly ₹1,191 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹1.6m. Insiders have been net sellers, collectively disposing of ₹13m more than they bought in the last 12 months.Price Target Changed • Sep 17Price target increased by 11% to ₹1,355Up from ₹1,222, the current price target is an average from 4 analysts. New target price is 5.8% above last closing price of ₹1,280. Stock is up 171% over the past year. The company is forecast to post earnings per share of ₹31.30 for next year compared to ₹24.06 last year.공고 • Sep 17Senco Gold Limited Declares Final Dividend for the Financial Year Ended March 31, 2024Senco Gold Limited at its AGM held on September 13, 2024, declared final dividend of INR 1/- (i.e. 10%) per equity share against the face value of INR 10 per equity share for the Financial Year ended March 31, 2024.Upcoming Dividend • Aug 30Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 06 September 2024. Payment date: 13 October 2024. Payout ratio is a comfortable 8.3% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.1%). In line with average of industry peers (0.1%).공고 • Aug 21Senco Gold Limited, Annual General Meeting, Sep 13, 2024Senco Gold Limited, Annual General Meeting, Sep 13, 2024, at 11:30 Indian Standard Time. Location: `kala-kunj` (within the premises, kala mandir), 48, shakespeare, sarani, kolkata-700017, kolkata IndiaReported Earnings • Aug 13First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ₹6.63 (up from ₹4.00 in 1Q 2024). Revenue: ₹14.2b (up 8.5% from 1Q 2024). Net income: ₹512.7m (up 85% from 1Q 2024). Profit margin: 3.6% (up from 2.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Specialty Retail industry in India.공고 • Aug 05Senco Gold Limited to Report Q1, 2025 Results on Aug 12, 2024Senco Gold Limited announced that they will report Q1, 2025 results on Aug 12, 2024Recent Insider Transactions • Jul 04Insider recently sold ₹1.0m worth of stockOn the 26th of June, Puranjit Seal sold around 1k shares on-market at roughly ₹1,000 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹1.4m. Insiders have been net sellers, collectively disposing of ₹8.7m more than they bought in the last 12 months.Recent Insider Transactions • Jun 25Company Secretary & Compliance Officer recently sold ₹1.1m worth of stockOn the 18th of June, Surendra Gupta sold around 1k shares on-market at roughly ₹946 per share. This transaction amounted to 79% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹1.3m. Insiders have been net sellers, collectively disposing of ₹6.3m more than they bought in the last 12 months.공고 • Jun 01Senco Gold Limited Announces Resignation of Surendra Gupta as Company Secretary & Compliance OfficerSenco Gold Limited announced that Mr. Surendra Gupta has tendered his resignation from the position of Company Secretary & Compliance Officer (Key Managerial Personnel) of the Company due to personal reasons vide his letter dated May 31, 2024 and will be relieved from his position & services of the Company with effect from close of business hours on June 24, 2024.Reported Earnings • May 25Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₹24.06 (up from ₹22.93 in FY 2023). Revenue: ₹52.8b (up 30% from FY 2023). Net income: ₹1.81b (up 14% from FY 2023). Profit margin: 3.4% (down from 3.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Specialty Retail industry in India.공고 • May 24Senco Gold Limited Recommends Final Dividend for the Financial Year 2023-2024Senco Gold Limited announced that at the board meeting held on May 23, 2024 recommended the Final Dividend of INR 1/- (i.e. 10%) per equity share against the face value of INR 10 per equity share for the Financial Year 2023-2024. The Dividend, if approved by the members at the ensuing 30th Annual General Meeting, will be paid/dispatched (subject to deduction of tax at source) after the AGM and within 30 days of its declaration.공고 • May 18Senco Gold Limited to Report Q4, 2024 Results on May 23, 2024Senco Gold Limited announced that they will report Q4, 2024 results on May 23, 2024Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹951, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 38x in the Specialty Retail industry in India. Simply Wall St's valuation model estimates the intrinsic value at ₹527 per share.Recent Insider Transactions • Apr 05Company Secretary & Compliance Officer recently sold ₹1.3m worth of stockOn the 28th of March, Surendra Gupta sold around 2k shares on-market at roughly ₹807 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹1.5m. Insiders have been net sellers, collectively disposing of ₹5.3m more than they bought in the last 12 months.Recent Insider Transactions • Mar 02Insider recently sold ₹1.5m worth of stockOn the 27th of February, Puranjit Seal sold around 2k shares on-market at roughly ₹834 per share. This transaction amounted to 86% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹4.0m more than they bought in the last 12 months.공고 • Mar 01Senco Gold Limited Announces Resignation of Vivek Kumar Mathur as Non-Executive Nominee DirectorSenco Gold Limited informed that Mr. Vivek Kumar Mathur (DIN: 03581311) Non-Executive Nominee Director (representing SAIF Partners India IV Limited) on the Board of the Company has submitted his resignation with effect from February 29, 2024 (EOD) due to withdrawal of Nomination by SAIF Partners India IV Limited.Reported Earnings • Feb 15Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: ₹14.59. Net income: ₹1.09b (up ₹1.09b from 3Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 6.1%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Specialty Retail industry in India.공고 • Feb 03Senco Gold Limited to Report Q3, 2024 Results on Feb 13, 2024Senco Gold Limited announced that they will report Q3, 2024 results on Feb 13, 2024Recent Insider Transactions • Jan 06Chief Human Resources Officer recently sold ₹1.4m worth of stockOn the 29th of December, Subhashri Sengupta sold around 2k shares on-market at roughly ₹699 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹2.5m more than they bought in the last 12 months.New Risk • Nov 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (9.0% average weekly change).공고 • Nov 11Senco Gold Limited Approves Interim Dividend for the Financial Year 2023-24Senco Gold Limited announced at board meeting held on November 9, 2023, declared Interim Dividend of INR 1/- per equity share against the face value of INR 10 per equity share for the Financial Year 2023-24. Record date for ascertaining the names of the members who will be entitled to receive the Interim Dividend is 21st November, 2023.Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹747, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 47x in the Specialty Retail industry in India.공고 • Oct 31Senco Gold Limited to Report Q2, 2024 Results on Nov 09, 2023Senco Gold Limited announced that they will report Q2, 2024 results on Nov 09, 2023공고 • Oct 05Senco Gold Limited Announces Soft Launch of its New Product Range in Name and Style of SENNES-Leather Bags & AccessoriesSenco Gold Limited announced the Soft Launch of its new product range in the name and style of SENNES-Leather Bags & Accessories in few stores on October 2, 2023 in domestic market.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₹617, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 45x in the Specialty Retail industry in India.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹480, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 42x in the Specialty Retail industry in India.공고 • Aug 25Senco Gold Limited Provides Sales Guidance for the Second Quarter 2023 and Year 2024Senco Gold Limited provided sales guidance for the second quarter 2023 and year 2024. The company expects turnover year in the range of 18% to 20%.The company expect that in second quarter a good growth while the company is bracing for the main festive season that is third quarter. The company can expect upwards of INR 10,000 million in second quarter.Reported Earnings • Aug 16First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: ₹4.00. Net income: ₹276.7m (up ₹276.7m from 1Q 2023).공고 • Aug 06Senco Gold Limited to Report Q1, 2024 Results on Aug 14, 2023Senco Gold Limited announced that they will report Q1, 2024 results on Aug 14, 2023주주 수익률543936IN Specialty RetailIN 시장7D12.5%1.1%1.9%1Y5.0%-4.3%-1.3%전체 주주 수익률 보기수익률 대 산업: 543936은 지난 1년 동안 -4.3%의 수익을 기록한 Indian Specialty Retail 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 543936은 지난 1년 동안 -1.3%를 기록한 Indian 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is 543936's price volatile compared to industry and market?543936 volatility543936 Average Weekly Movement6.0%Specialty Retail Industry Average Movement6.7%Market Average Movement6.1%10% most volatile stocks in IN Market9.1%10% least volatile stocks in IN Market3.8%안정적인 주가: 543936는 지난 3개월 동안 Indian 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 543936의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19942,721Suvankar Sensencogoldanddiamonds.com센코 골드 리미티드는 인도에서 금, 은, 백금 및 기타 귀금속과 준보석으로 만든 보석과 제품을 제조 및 거래하는 회사입니다. 또한 다이아몬드 주얼리도 제조합니다. 또한 이 회사는 의상 보석, 금은화 및 은화, 은색 주방용품도 제공합니다.더 보기Senco Gold Limited 기초 지표 요약Senco Gold의 순이익과 매출은 시가총액과 어떻게 비교됩니까?543936 기초 통계시가총액₹61.13b순이익 (TTM)₹5.74b매출 (TTM)₹84.30b10.6x주가수익비율(P/E)0.7x주가매출비율(P/S)543936는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표543936 손익계산서 (TTM)매출₹84.30b매출원가₹67.62b총이익₹16.68b기타 비용₹10.94b순이익₹5.74b최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)35.06총이익률19.79%순이익률6.81%부채/자본 비율93.3%543936의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당0.3%현재 배당 수익률3%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/15 08:19종가2026/07/15 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Senco Gold Limited는 12명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Vaishnavi MandhaniyaAnand Rathi Shares and Stock Brokers Limitednull nullAnand Rathi Shares and Stock Brokers Limitednull nullAntique Stockbroking Ltd.9명의 분석가 더 보기
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹381, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 43x in the Specialty Retail industry in India. Total returns to shareholders of 92% over the past three years.
Reported Earnings • May 27Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: ₹35.08 (up from ₹10.09 in FY 2025). Revenue: ₹85.1b (up 35% from FY 2025). Net income: ₹5.74b (up 261% from FY 2025). Profit margin: 6.7% (up from 2.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Specialty Retail industry in India.
공고 • May 26Senco Gold Limited Recommends Final Dividend for the Financial Year 2025-26Senco Gold Limited announced that the Board of Directors of the Company at its meeting held on May 26,2026, have inter alia: Recommended a Final Dividend at the rate of 20 % (INR 1 per equity share) of the face value of equity shares of INR 5 each, for the Financial Year 2025-26. The Final Dividend, if approved by the shareholders at the forthcoming Annual General Meeting (AGM) of the Company, shall be paid to the shareholders on or before 30 days from the date of AGM.
공고 • May 20Senco Gold Limited to Report Q4, 2026 Results on May 26, 2026Senco Gold Limited announced that they will report Q4, 2026 results on May 26, 2026
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹365, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 37x in the Specialty Retail industry in India. Total returns to shareholders of 9.4% over the past year.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹324, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 32x in the Specialty Retail industry in India. Total returns to shareholders of 13% over the past year.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹381, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 43x in the Specialty Retail industry in India. Total returns to shareholders of 92% over the past three years.
Reported Earnings • May 27Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: ₹35.08 (up from ₹10.09 in FY 2025). Revenue: ₹85.1b (up 35% from FY 2025). Net income: ₹5.74b (up 261% from FY 2025). Profit margin: 6.7% (up from 2.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Specialty Retail industry in India.
공고 • May 26Senco Gold Limited Recommends Final Dividend for the Financial Year 2025-26Senco Gold Limited announced that the Board of Directors of the Company at its meeting held on May 26,2026, have inter alia: Recommended a Final Dividend at the rate of 20 % (INR 1 per equity share) of the face value of equity shares of INR 5 each, for the Financial Year 2025-26. The Final Dividend, if approved by the shareholders at the forthcoming Annual General Meeting (AGM) of the Company, shall be paid to the shareholders on or before 30 days from the date of AGM.
공고 • May 20Senco Gold Limited to Report Q4, 2026 Results on May 26, 2026Senco Gold Limited announced that they will report Q4, 2026 results on May 26, 2026
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹365, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 37x in the Specialty Retail industry in India. Total returns to shareholders of 9.4% over the past year.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹324, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 32x in the Specialty Retail industry in India. Total returns to shareholders of 13% over the past year.
Price Target Changed • Feb 16Price target increased by 9.9% to ₹502Up from ₹457, the current price target is an average from 6 analysts. New target price is 47% above last closing price of ₹342. Stock is up 5.2% over the past year. The company is forecast to post earnings per share of ₹25.30 for next year compared to ₹10.09 last year.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ₹16.13 (vs ₹2.13 in 3Q 2025)Third quarter 2026 results: EPS: ₹16.13 (up from ₹2.13 in 3Q 2025). Revenue: ₹31.0b (up 48% from 3Q 2025). Net income: ₹2.64b (up ₹2.31b from 3Q 2025). Profit margin: 8.5% (up from 1.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Specialty Retail industry in India.
New Risk • Feb 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings are forecast to decline by an average of 5.9% per year for the foreseeable future.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹356, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 35x in the Specialty Retail industry in India. Total loss to shareholders of 24% over the past year.
공고 • Feb 05Senco Gold Limited to Report Q3, 2026 Results on Feb 12, 2026Senco Gold Limited announced that they will report Q3, 2026 results on Feb 12, 2026
공고 • Jan 22Senco Gold Limited (NSEI:SENCO) agreed to acquire an unknown stake in August Jewellery Private Limited.Senco Gold Limited (NSEI:SENCO) agreed to acquire an unknown stake in August Jewellery Private Limited on January 21, 2026. A cash consideration will be paid by Senco Gold Limited. Senco Gold Limited is proposing to acquire 68% of the August Jewellery Private Limited’s equity share capital for an amount aggregating to INR 680 million. In this regard, Senco Gold Limited will execute: (a) Share Subscription Agreement, (b) Shareholders’ Agreement and any other related documents, as may be required during the course of the transaction with August Jewellery Private Limited. For the period ending March 31, 2025, August Jewellery Private Limited reported total revenue of INR 332.49 million. The transaction has been approved by the Board of Directors of Senco Gold Limited. The expected completion of the transaction is April 30, 2026.
Price Target Changed • Nov 22Price target decreased by 8.1% to ₹457Down from ₹497, the current price target is an average from 6 analysts. New target price is 42% above last closing price of ₹321. Stock is down 43% over the past year. The company is forecast to post earnings per share of ₹17.26 for next year compared to ₹10.09 last year.
Reported Earnings • Nov 13Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: ₹2.98 (up from ₹0.78 in 2Q 2025). Revenue: ₹15.5b (up 3.6% from 2Q 2025). Net income: ₹487.8m (up 302% from 2Q 2025). Profit margin: 3.1% (up from 0.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.6%. Earnings per share (EPS) exceeded analyst estimates by 198%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Specialty Retail industry in India.
공고 • Aug 29Senco Gold Limited Declares Final Dividend for Year Ended March 31, 2025Senco Gold Limited at its AGM held on August 27, 2025 to declared final dividend of INR 1/- (20%) per equity share office value of INR 5/- each for the financial year ended March 31, 2025.
Upcoming Dividend • Aug 13Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 20 August 2025. Payment date: 26 September 2025. Payout ratio is a comfortable 9.9% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (7.1%).
Reported Earnings • Aug 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹10.09 (down from ₹12.03 in FY 2024). Revenue: ₹63.3b (up 21% from FY 2024). Net income: ₹1.59b (down 12% from FY 2024). Profit margin: 2.5% (down from 3.5% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Specialty Retail industry in India.
공고 • Aug 05Senco Gold Limited, Annual General Meeting, Aug 27, 2025Senco Gold Limited, Annual General Meeting, Aug 27, 2025, at 11:30 Indian Standard Time. Location: `kala-kunj` (within the premises, kala mandir), 48, shakespeare, sarani, kolkata-700017, kolkata India
공고 • Aug 04+ 3 more updatesSenco Gold Limited to Report Q2, 2026 Results on Nov 14, 2025Senco Gold Limited announced that they will report Q2, 2026 results on Nov 14, 2025
Price Target Changed • Jun 18Price target decreased by 7.7% to ₹502Down from ₹544, the current price target is an average from 6 analysts. New target price is 44% above last closing price of ₹348. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₹14.90 for next year compared to ₹10.09 last year.
Reported Earnings • May 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹10.09 (down from ₹12.03 in FY 2024). Revenue: ₹63.8b (up 22% from FY 2024). Net income: ₹1.59b (down 12% from FY 2024). Profit margin: 2.5% (down from 3.5% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Specialty Retail industry in India.
공고 • May 23Senco Gold Limited to Report Q4, 2025 Results on May 29, 2025Senco Gold Limited announced that they will report Q4, 2025 results at 4:00 PM, Indian Standard Time on May 29, 2025
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹334, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 34x in the Specialty Retail industry in India. Total loss to shareholders of 30% over the past year.
Price Target Changed • Apr 10Price target decreased by 13% to ₹544Down from ₹627, the current price target is an average from 6 analysts. New target price is 71% above last closing price of ₹318. Stock is down 19% over the past year. The company is forecast to post earnings per share of ₹7.30 for next year compared to ₹12.03 last year.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹253, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 29x in the Specialty Retail industry in India. Total loss to shareholders of 31% over the past year.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₹336, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 35x in the Specialty Retail industry in India. Total loss to shareholders of 17% over the past year.
Price Target Changed • Feb 17Price target decreased by 18% to ₹627Down from ₹761, the current price target is an average from 6 analysts. New target price is 93% above last closing price of ₹325. Stock is down 17% over the past year. The company is forecast to post earnings per share of ₹8.73 for next year compared to ₹12.03 last year.
New Risk • Feb 14New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.1% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Profit margins are more than 30% lower than last year (2.1% net profit margin).
Reported Earnings • Feb 14Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: ₹2.13 (down from ₹7.30 in 3Q 2024). Revenue: ₹21.2b (up 28% from 3Q 2024). Net income: ₹334.8m (down 69% from 3Q 2024). Profit margin: 1.6% (down from 6.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) missed analyst estimates by 70%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Specialty Retail industry in India.
공고 • Feb 06Senco Gold Limited to Report Q3, 2025 Results on Feb 13, 2025Senco Gold Limited announced that they will report Q3, 2025 results on Feb 13, 2025
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹842, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 41x in the Specialty Retail industry in India. Total returns to shareholders of 6.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₹850 per share.
New Risk • Jan 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (21% accrual ratio). Minor Risk Shareholders have been diluted in the past year (5.3% increase in shares outstanding).
Buy Or Sell Opportunity • Jan 01Now 23% overvaluedOver the last 90 days, the stock has fallen 20% to ₹1,127. The fair value is estimated to be ₹914, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last year. Earnings per share has declined by 6.5%. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 59% in the next 2 years.
Buy Or Sell Opportunity • Nov 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.6% to ₹1,118. The fair value is estimated to be ₹927, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last year. Earnings per share has declined by 6.5%. Revenue is forecast to grow by 43% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.
Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: ₹1.56 (vs ₹2.01 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.56. Revenue: ₹15.0b (up 31% from 2Q 2024). Net income: ₹121.2m (up 1.5% from 2Q 2024). Profit margin: 0.8% (down from 1.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Specialty Retail industry in India.
공고 • Oct 11Senco Gold Reportedly in Advanced Talks to Buy Melorra as it Takes Shine to E-CommerceSenco Gold Limited (NSEI:SENCO) which listed on the public markets last year, has placed a bid to acquire omnichannel jewellery retailer August Jewellery Private Limited (Melorra) as it seeks to expand its presence in the e-commerce space, four people aware of the development told Mint. Senco is likely to acquire Melorra in a deal valued at INR 400 million to INR 500 million, one of them said, adding, however, that the valuation was still being negotiated and the deal size could change as the discussions progress. The listed gold retailer is one of several potential buyers Melorra has been in talks with in recent months, the second of the four people said. "The company needs capital, and talks have been ongoing." the person said, adding that the deal has not been finalised. Due diligence is currently on and a deal will be confirmed upon satisfactory completion of the process, said a third person. Senco and Melorra did not respond to Mint's queries.
Price Target Changed • Oct 07Price target increased by 11% to ₹1,442Up from ₹1,305, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of ₹1,375. Stock is up 127% over the past year. The company is forecast to post earnings per share of ₹31.30 for next year compared to ₹24.06 last year.
Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Director Shankar Halder was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 25Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹1,454, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 46x in the Specialty Retail industry in India. Total returns to shareholders of 139% over the past year.
Recent Insider Transactions • Sep 20Insider recently sold ₹1.0m worth of stockOn the 13th of September, Puranjit Seal sold around 875 shares on-market at roughly ₹1,191 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹1.6m. Insiders have been net sellers, collectively disposing of ₹13m more than they bought in the last 12 months.
Price Target Changed • Sep 17Price target increased by 11% to ₹1,355Up from ₹1,222, the current price target is an average from 4 analysts. New target price is 5.8% above last closing price of ₹1,280. Stock is up 171% over the past year. The company is forecast to post earnings per share of ₹31.30 for next year compared to ₹24.06 last year.
공고 • Sep 17Senco Gold Limited Declares Final Dividend for the Financial Year Ended March 31, 2024Senco Gold Limited at its AGM held on September 13, 2024, declared final dividend of INR 1/- (i.e. 10%) per equity share against the face value of INR 10 per equity share for the Financial Year ended March 31, 2024.
Upcoming Dividend • Aug 30Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 06 September 2024. Payment date: 13 October 2024. Payout ratio is a comfortable 8.3% but the company is not cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.1%). In line with average of industry peers (0.1%).
공고 • Aug 21Senco Gold Limited, Annual General Meeting, Sep 13, 2024Senco Gold Limited, Annual General Meeting, Sep 13, 2024, at 11:30 Indian Standard Time. Location: `kala-kunj` (within the premises, kala mandir), 48, shakespeare, sarani, kolkata-700017, kolkata India
Reported Earnings • Aug 13First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ₹6.63 (up from ₹4.00 in 1Q 2024). Revenue: ₹14.2b (up 8.5% from 1Q 2024). Net income: ₹512.7m (up 85% from 1Q 2024). Profit margin: 3.6% (up from 2.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.9%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Specialty Retail industry in India.
공고 • Aug 05Senco Gold Limited to Report Q1, 2025 Results on Aug 12, 2024Senco Gold Limited announced that they will report Q1, 2025 results on Aug 12, 2024
Recent Insider Transactions • Jul 04Insider recently sold ₹1.0m worth of stockOn the 26th of June, Puranjit Seal sold around 1k shares on-market at roughly ₹1,000 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹1.4m. Insiders have been net sellers, collectively disposing of ₹8.7m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 25Company Secretary & Compliance Officer recently sold ₹1.1m worth of stockOn the 18th of June, Surendra Gupta sold around 1k shares on-market at roughly ₹946 per share. This transaction amounted to 79% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹1.3m. Insiders have been net sellers, collectively disposing of ₹6.3m more than they bought in the last 12 months.
공고 • Jun 01Senco Gold Limited Announces Resignation of Surendra Gupta as Company Secretary & Compliance OfficerSenco Gold Limited announced that Mr. Surendra Gupta has tendered his resignation from the position of Company Secretary & Compliance Officer (Key Managerial Personnel) of the Company due to personal reasons vide his letter dated May 31, 2024 and will be relieved from his position & services of the Company with effect from close of business hours on June 24, 2024.
Reported Earnings • May 25Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₹24.06 (up from ₹22.93 in FY 2023). Revenue: ₹52.8b (up 30% from FY 2023). Net income: ₹1.81b (up 14% from FY 2023). Profit margin: 3.4% (down from 3.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Specialty Retail industry in India.
공고 • May 24Senco Gold Limited Recommends Final Dividend for the Financial Year 2023-2024Senco Gold Limited announced that at the board meeting held on May 23, 2024 recommended the Final Dividend of INR 1/- (i.e. 10%) per equity share against the face value of INR 10 per equity share for the Financial Year 2023-2024. The Dividend, if approved by the members at the ensuing 30th Annual General Meeting, will be paid/dispatched (subject to deduction of tax at source) after the AGM and within 30 days of its declaration.
공고 • May 18Senco Gold Limited to Report Q4, 2024 Results on May 23, 2024Senco Gold Limited announced that they will report Q4, 2024 results on May 23, 2024
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹951, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 38x in the Specialty Retail industry in India. Simply Wall St's valuation model estimates the intrinsic value at ₹527 per share.
Recent Insider Transactions • Apr 05Company Secretary & Compliance Officer recently sold ₹1.3m worth of stockOn the 28th of March, Surendra Gupta sold around 2k shares on-market at roughly ₹807 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹1.5m. Insiders have been net sellers, collectively disposing of ₹5.3m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 02Insider recently sold ₹1.5m worth of stockOn the 27th of February, Puranjit Seal sold around 2k shares on-market at roughly ₹834 per share. This transaction amounted to 86% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹4.0m more than they bought in the last 12 months.
공고 • Mar 01Senco Gold Limited Announces Resignation of Vivek Kumar Mathur as Non-Executive Nominee DirectorSenco Gold Limited informed that Mr. Vivek Kumar Mathur (DIN: 03581311) Non-Executive Nominee Director (representing SAIF Partners India IV Limited) on the Board of the Company has submitted his resignation with effect from February 29, 2024 (EOD) due to withdrawal of Nomination by SAIF Partners India IV Limited.
Reported Earnings • Feb 15Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: ₹14.59. Net income: ₹1.09b (up ₹1.09b from 3Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 6.1%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Specialty Retail industry in India.
공고 • Feb 03Senco Gold Limited to Report Q3, 2024 Results on Feb 13, 2024Senco Gold Limited announced that they will report Q3, 2024 results on Feb 13, 2024
Recent Insider Transactions • Jan 06Chief Human Resources Officer recently sold ₹1.4m worth of stockOn the 29th of December, Subhashri Sengupta sold around 2k shares on-market at roughly ₹699 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹2.5m more than they bought in the last 12 months.
New Risk • Nov 28New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (9.0% average weekly change).
공고 • Nov 11Senco Gold Limited Approves Interim Dividend for the Financial Year 2023-24Senco Gold Limited announced at board meeting held on November 9, 2023, declared Interim Dividend of INR 1/- per equity share against the face value of INR 10 per equity share for the Financial Year 2023-24. Record date for ascertaining the names of the members who will be entitled to receive the Interim Dividend is 21st November, 2023.
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹747, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 47x in the Specialty Retail industry in India.
공고 • Oct 31Senco Gold Limited to Report Q2, 2024 Results on Nov 09, 2023Senco Gold Limited announced that they will report Q2, 2024 results on Nov 09, 2023
공고 • Oct 05Senco Gold Limited Announces Soft Launch of its New Product Range in Name and Style of SENNES-Leather Bags & AccessoriesSenco Gold Limited announced the Soft Launch of its new product range in the name and style of SENNES-Leather Bags & Accessories in few stores on October 2, 2023 in domestic market.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₹617, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 45x in the Specialty Retail industry in India.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹480, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 42x in the Specialty Retail industry in India.
공고 • Aug 25Senco Gold Limited Provides Sales Guidance for the Second Quarter 2023 and Year 2024Senco Gold Limited provided sales guidance for the second quarter 2023 and year 2024. The company expects turnover year in the range of 18% to 20%.The company expect that in second quarter a good growth while the company is bracing for the main festive season that is third quarter. The company can expect upwards of INR 10,000 million in second quarter.
Reported Earnings • Aug 16First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: ₹4.00. Net income: ₹276.7m (up ₹276.7m from 1Q 2023).
공고 • Aug 06Senco Gold Limited to Report Q1, 2024 Results on Aug 14, 2023Senco Gold Limited announced that they will report Q1, 2024 results on Aug 14, 2023
