Shankesh Jewellers Limited · NSE:SHANKESH
Shankesh Jewellers — Q1 FY2027 Earnings Presentation
29 slides from Shankesh Jewellers's earnings presentation, Sep 10, 2026
Slide 1: Regulation 30 exchange filing cover letter
ll Shree Shankeshwar Parshwanathay Namah Il re ft fa Google Play dj) eC Tel.: 91-22-23470009 / 91-22-23470008 2 Office No. 12, 3rd Floor, 101, Mumbadevi Diamond Premises Co-op. Soc. Ltd., Zaveri Bazar, Jewellers Ltd. Mumbai - 400 002. MAHARASHTRA, INDIA. e CIN No.: U36910MH2005PLC154679 Formerly Kno
Slide 2: Investor Presentation Q1FY27
Investor Presentation Q1FY27
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Shankesh Jewellers Limited (the “Company”) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities and shall no
Slide 4: Table of Contents
Table of Contents Company Overview Business Overview Industry Growth Drivers Annexure 3
Slide 5: Company Overview
fo Shankesh Jewellers Ltd. Company Overview Ay
Slide 6: Shankesh Jewellers: Handcrafted to Perfection
Shankesh Jewellers: Handcrafted to Perfection Shankesh Jewellers Limited is engaged in the business of handcrafted gold jewellery, catering to a Financial Snapshot (Q1FY27) diverse customer base across India. The Company combines its industry experience with a network of • Revenue: Rs 424 Cr, 55%
Slide 7: From Management's Desk
From Management’s Desk “Q1FY27 marks an important new chapter for Shankesh Jewellers, with the Company successfully completing its listing on NSE and BSE. We are pleased to have begun our journey as a listed company on a strong note, reflecting the resilience of our business and the strength of our
Slide 8: Financial Highlights - Q1FY27 vs Q1FY26
Financial Highlights - Q1FY27 vs Q1FY26 Revenue From Operations (Rs Cr) Gross Profit (Rs Cr) & Margin (%) EBITDA (Rs Cr) & Margin (%) PAT (Rs Cr) & Margin (%) 55% YoY 95% YoY 92% YoY 100% YoY 424 15.6% 273 14.4% 12.4% 11.6% 10.2% 7.9% 66 61 43 34 32 22 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY
Slide 9: Profit & Loss Highlights - Q1FY27
Profit & Loss Highlights - Q1FY27 Particulars (Rs Cr) Q1FY27 Q1FY26 YoY (%) Q4FY26 QoQ (%) Revenue from Operations 423.6 273.2 55% 500.4 -15% Consumption of Materials 357.3 239.3 438.3 Gross Profit 66.2 33.9 95% 62.1 7% Gross Margin (%) 15.6% 12.4% 323 bps 12.4% 323 bps Employee Costs 3.3 1.1 11.3 O
Slide 10: Business Overview
Jewellers Ltd. Business Overview Ay.
Slide 11: Handcrafted Jewellery: Where Craftsmanship Meets Emotion
Handcrafted Jewellery: Where Craftsmanship Meets Emotion Crafted for Emotion Design Beyond Precision Bridal and occasion jewellery carries deep emotional and Intricate, unconventional and highly detailed designs often require sentimental value, often becoming part of family traditions human craftsma
Slide 12: Product Portfolio
Product Portfolio Customisation as a Key Differentiator • Custom jewellery manufacturing based on client designs, specifications Calcutta Jewellery Temple Jewellery • Ability to cater to diverse design requirements and jewellery categories • Wide portfolio spanning 22 Karat and 18 Karat gold jewelle
Slide 13: Regional Edge & Karigar Network
Regional Edge & Karigar Network Mumbai Ecosystem Advantage: Long-standing relationships with Karigars and contractors across Mumbai, providing access to the city's established jewellery ecosystem. Skilled Karigars: Strong network of Mumbai-based Karigars, with relationships spanning 10–30 years, res
Slide 14: Business Process
Business Process Start End 1. Procurement of 9. Mixed in Inventory for Selling Raw Materials to Customers Coming to Office We procure BIS-marked 995 or We maintain a diverse jewellery 999 purity gold from reputed, inventory at our office, allowing walk- compliant bullion dealers with in customers to
Slide 15: A Journey Of Scale & Evolution
A Journey Of Scale & Evolution 1992 2014–15 2022 2025 DOMESTIC ECOSYSTEM PREPARING FOR THE NEXT PHASE THE FOUNDATION INDUSTRY INTEGRATION • Member of All India • Converted into a Public Limited • Shankesh Jewellers Gem & Jewellery Company established • GJEPC | IBJA Domestic Council • Shankesh Jewell
Slide 16: Trusted by a Diverse & Established Client Base
Trusted by a Diverse & Established Client Base Key Tailwinds • Strong Client Base – Established relationships with leading jewellery players across India. • Co-Creation Capability – Partnering with select clients on designs, customised requirements and multiple collections. • Large Order Execution –
Slide 17: Board Of Directors
Board Of Directors Manoj Kantilal Jain Kantilal Kheemraj Jain Mahavir Kantilal Jain Managing Director Chairman & Non-Executive Director Whole Time Director • Been on board since 2009. • Been on board since 2025. • Been on board since 2019. • Completed his secondary education. • Associated with the c
Slide 18: Expanding Our Geographic Footprint
Expanding Our Geographic Footprint Jammu & Kashmir • Pan India presence through a broad and growing customer network, supported by an established sales & marketing setup driving customer retention and new client Himachal Pradesh acquisition. Punjab Uttarakhand Assam • Established Core Markets Haryan
Slide 19: Diversified Client Mix, Anchored by Corporate Relationships
Diversified Client Mix, Anchored by Corporate Relationships FY24 FY25 FY26 Q1FY27 36% 34% 45% 44% Rs 1,062 Cr Rs 1,404 Cr Rs 1,631 1 Cr Rs 424 Cr 55% 56% 64% 66% Corporate Client Non Corporate Client Particulars (Rs Cr) FY24 FY25 FY26 Q1FY27 Corporate Client 585 783 1,048 280 Non-Corporate Client 47
Slide 20: Diversified Business Mix Driving Revenue Growth
Diversified Business Mix Driving Revenue Growth FY24 FY25 FY26 Q1FY27 2% 1% 3% 1% 1% 1% 13% 20% Rs 1,062 Cr Rs 1,404 Cr Rs 1,631 1 Cr Rs 424 Cr 79% 97% 96% 86% 22 Karat 18 Karat Job Work Particulars (Rs Cr) FY24 FY25 FY26 Q1FY27 22 Karat 1,035 1,346 1,396 337 18 Karat 18 46 221 85 Job Work 9 12 14 3
Slide 21: Scaling Through Customer Penetration & Asset Productivity
Scaling Through Customer Penetration & Asset Productivity Improve Inventory Turns Increase Client Store Penetration Expand Product Portfolio Benefit from Industry Formalisation Optimise inventory utilisation and Grow business alongside existing clients Continuously introduce new designs, Capitalise
Slide 22: Industry Growth Drivers
© “er Shankesh Jewellers Ltd. Industry Growth Drivers
Slide 23: Industry Outlook - India's Jewellery Market
Industry Outlook - India’s Jewellery Market • India contributes ~7% to national GDP and ~15% to total merchandise Indian Gold Jewellery Market Size (₹ in Billion) 2nd 850 Tn exports through gems & jewellery. Largest Gold Average Gold • India consumed USD 18 billion worth of gold bars & coins in CY24
Slide 24: Annexure
© <P Shankes Jewellers Ltd. Annexure
Slide 25: Financial Highlights
Financial Highlights Revenue From Operations (Rs Cr) Gross Profit (Rs Cr) & Margin (%) EBITDA (Rs Cr) & Margin (%) PAT (Rs Cr) & Margin (%) 11.1% 1,631 9.7% 6.5% 1,404 5.6% 180 1,062 3.9% 4.3% 4.7% 2.9% 909 158 2.5% 2.7% 107 1.1% 1.2% 45 78 65 40 35 23 29 10 13 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY2
Slide 26: Profit & Loss
Profit & Loss Particulars (Rs Cr) FY23 FY24 FY25 FY26 Revenue from Operations 909.2 1,061.8 1,403.8 1,630.8 Consumption of Materials 874.0 1,016.4 1,325.8 1,450.4 Gross Profit 35.2 45.4 78.1 180.4 Gross Margin (%) 3.9% 4.3% 5.6% 11.1% Employee Costs 10.2 14.5 9.7 15.1 Other Expense 2.4 2.3 3.1 7.4 E
Slide 27: Balance Sheet
Balance Sheet Equity & Liabilities (Rs Cr) Mar-23 Mar-24 Mar-25 Mar-26 Assets (Rs Cr) Mar-23 Mar-24 Mar-25 Mar-26 Equity Share Capital Tangible Assets 0.4 1.2 3.4 15.5 2.8 2.8 9.8 58.8 Other Financial Assets 0.4 0.3 0.3 0.2 Other Equity 44.7 57.5 90.8 150.7 Deferred Tax Assets (Net) 0.3 0.3 0.4 0.4
Slide 28: Awards
Awards Joyalukkas PRIDE 2026 – Partnerships Vendor Partner of the year 2023 Design Vendor Collaboration Meet 2026 Recognition & Innovation in Design Excellence Reliance Jewels Giltt Indriya Aditya Birla Jewellery 27
Slide 29: Connect with Us
Connect with Us Shweta Ravankar cs@shankeshjewellers.com www.shankeshjewellers.com Suyash Samant | Hrithik Hattiangadi suyash@stellar-ir.com | hrithik@stellar-ir.com www.stellar-ir.com