Pngs Reva Diamond Jewellery Limited · NSE:PNGSREVA
Pngs Reva Diamond Jewellery — Q4 FY26 Earnings Presentation
31 slides from Pngs Reva Diamond Jewellery's earnings presentation, May 11, 2026
Slide 1: Covering letter to stock exchanges
May 11, 2026 To, To, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot no. C/1, G Block Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai 400 001 Mumbai – 400 051 Ref: BSE Scrip Code – 544718 Ref: Symbol – PNGSREVA Sub: Submission of Investor P
Slide 2: PNGS Reva Diamond Jewellery Investor Presentation – Q4 & FY26
PNGS Reva Diamond Jewellery Limited Delivering Clarity in Business and Excellence in Design Investor Presentation – Q4 & FY26
Slide 3: Disclaimer
Disclaimer From the house of This presentation and the accompanying slides (the “Presentation”), which have been prepared by PNGS Reva Diamond Jewellery Limited (the “Company”) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for
Slide 4: Table of Contents
Table of Contents From the house of Company Overview Business Strengths Industry Growth Drivers Annexure 3
Slide 5: Company Overview
Company Overview
Slide 6: PNGS Reva Diamond Jewellery: Shaping the Diamond Story
PNGS Reva Diamond Jewellery: Shaping the Diamond Story From the house of PNGS Reva Diamond Jewellery is a branded Certified Natural diamond jewellery retailer, backed by the P. N. Gadgil & Sons Group legacy, with a strong retail presence in Western India & an expanding retail footprint across key ma
Slide 7: From the CEO's Desk
From the CEO’s Desk From the house of PNGS Reva Diamond Jewellery is building a focused presence in India’s organised diamond jewellery market, backed by the strong legacy of the P. N. Gadgil & Sons Group. Our growing retail network, curated collections, and focus on design, quality and customer exp
Slide 8: Key Highlights – Q4 & FY26
Key Highlights – Q4 & FY26 From the house of Revenue From Operations (Rs Mn) Gross Profit (Rs Mn) EBITDA (Rs Mn) 139% 70 % 195% 33% 278% 19% 4,390 2,582 1,215 1,381 950 915 796 578 306 130 383 81 Q4FY25 Q4FY26 FY25* FY26 Q4FY25 Q4FY26 FY25* FY26 Q4FY25 Q4FY26 FY25* FY26 PAT (Rs Mn) Average Order Val
Slide 9: Sales to Polished Profits in FY26
Sales to Polished Profits in FY26 From the house of Interest Rs 99 Mn 2% EBITDA Depreciation PAT Rs 950 Mn Rs 7 Mn Rs 647 Mn 0.2% 22% Margin 15% Margin Tax Rs 218 Mn 5% Gross Profit Revenue Raw Material Cost Rs 4,390 Mn Rs 1,215 Mn Rs 3,176 Mn 28% Margin Employee Benefits Rs 80 Mn 2% Op. Expenses Rs
Slide 10: Business Strengths
Business Strengths
Slide 11: PNGS Reva – Built on a 193+ Year Legacy of Trust
PNGS Reva – Built on a 193+ Year Legacy of Trust From the house of Strong Parentage provides ₹ Deep sourcing Established Combines legacy relationships and customer trust in a trust with cost efficiencies credibility-driven modern design Backed by P N Gadgil & Sons category and accessibility (193+ ye
Slide 12: Strong Leadership with Deep Industry Expertise
Strong Leadership with Deep Industry Expertise From the house of Leadership team brings 85+ years of combined experience, spanning sourcing, operations, and retail Ajit (Govind) Gadgil Amit Yeshwant Modak Aditya Modak Promoter | 45+ years CEO | 40+ years; 27 years with PNG Group Non-Executive Direct
Slide 13: Organizational Structure - Experienced Promoter Group
Organizational Structure - Experienced Promoter Group From the house of Board of Directors Govind Gadgil Amit Modak Aditya Modak Independent Directors (Chairman & Non-Executive Director) (WTD & CEO) Non-Executive Director 5th generation promoter B.Com, LLB with strong business CA, CS, MBA (ISB
Slide 14: Strong Regional Presence Enhancing Operational Efficiency
Strong Regional Presence Enhancing Operational Efficiency From the house of Regional Strength enhances Efficiency by: ✓ Optimizing supply chains ✓ Reducing logistics costs ✓ Aligning with local demand 36 Stores across 25 cities in the Vadodara States of Maharashtra, Vadodara Nadurbar Gujarat & Karna
Slide 15: Comprehensive Product Basket Across Price Segments
Comprehensive Product Basket Across Price Segments From the house of Premium & Signature Occasion Everyday Entry ₹1.5 – ₹5 lakh ₹5 lakh – ₹25 lakh+ Full-spectrum ₹35,000 – ₹1.5 lakh (core segment) ₹15,000 – ₹35,000 (repeat purchases) offering catering (customer acquisition) to diverse customer needs
Slide 16: Product Overview - Wide Range of Products Offered
Product Overview - Wide Range of Products Offered From the house of Diamond Rings Diamond Earrings Diamond Bracelets Diamond Set Made in Hallmarked Gold Made in Hallmarked Gold Made in Hallmarked Gold Made in Hallmarked Gold Diamond Necklace Diamond Mangalsutra Diamond Bangles Semi-precious Jeweller
Slide 17: Four Cornerstones of Sustainable Growth
Four Cornerstones of Sustainable Growth From the house of Disciplined Two-format Reva Delivers A Unique Strong Customer Proposition Positioned For Expansion Model Fourfold Advantage Driving Trust & Retention Scalable Growth Shop-in-Shop (SIS): Wide product range: ₹15,000 to ₹25 100% exchange val
Slide 18: Demonstrated Value Creation Playbook - PNGS Gargi
Demonstrated Value Creation Playbook - PNGS Gargi From the house of PNGS Gargi is the fashion and lifestyle jewellery retailer backed by the P. N. Gadgil & Sons Group's legacy, offering a diversified portfolio comprising 925 sterling silver jewellery, 9KT plain Gold Jewellery, 14KT gold jewellery st
Slide 19: REVA - Growth Strategy to Capitalize on the Industry Tailwinds
REVA - Growth Strategy to Capitalize on the Industry Tailwinds From the house of Strengthen Market Position Strengthening Brand Visibility 15 new (1 added) exclusive stores to be added in Tier-1 cities, also 15 new (1 added) exclusive stores under the Company Owned selectively exploring Tier-2 c
Slide 20: Industry Growth Drivers
Industry Growth Drivers
Slide 21: Diamonds: Perfect for Every Occasion
Diamonds: Perfect for Every Occasion From the house of Festival-Led Demand Drives Peak Sales Diwali & Dhanteras: Key jewellery-buying period, driving auspicious and high-value purchases Akshaya Tritiya: Strong demand for wealth-linked and investment-oriented buying Gudhi Padwa: One of the most
Slide 22: India Natural Diamond Jewellery – Structural Shift & Growth Drivers
Consumer Shift Towards Branded & Certified Jewellery From the house of India Natural Diamond Jewellery – Structural Shift & Growth Drivers Evolving Consumer Preferences: Growing preference for certified diamonds, transparent pricing and contemporary designs Unorganised to Organised Shift: Traditiona
Slide 23: Industry Outlook - Key Growth Drivers
Industry Outlook - Key Growth Drivers From the house of Shifting Consumer Preferences Rise in Gold Prices In CY24, the Indian G&J Industry was valued at ₹8,809 Bn, Rising gold prices are impacting gold jewellery demand growing at a 10.6% CAGR since CY20. It's projected to leading to a shift from Gol
Slide 24: Industry Outlook - Overview of Indian Gems & Jewellery
Industry Outlook - Overview of Indian Gems & Jewellery From the house of India Diamond Market Size and Growth Gross margins by Metal/Stone (CY20-CY29) - Rs in Billion type (in %), CY24(E) 10-20% 666 686 631 647 623 616 590 586 596 457 40-50% 30-40% CY20 CY21 CY22 CY23 CY24 (E) CY25 P CY26 P CY27 P C
Slide 25: Annexure
Annexure
Slide 26: Profit and Loss
Profit and Loss From the house of Particulars (Rs Mn) Q4FY26 Q4FY25 YoY (%) FY26 FY25* YoY Revenue from Operations 1,381 578 139% 4,390 2,582 70% Consumption of materials 998 448 3,176 1,667 Gross Profit 383 130 195% 1,215 915 33% Gross Margin (%) 28% 22% 28% 35% Employee Expenses 22 10 80 38 Other
Slide 27: Balance Sheet
Balance Sheet From the house of Liabilities (Rs Mn) Mar-25 Mar-26 Assets (Rs Mn) Mar-25 Mar-26 Equity Share Capital 49 317 Property, plant & equipment 2 24 Other Equity 953 4,835 Right to use of assets 3 36 Total Equity 1,002 5,152 Other Intangible assets 3 3 Long Term Provisions 5 9 Financial asset
Slide 28: Cash Flow
Cash Flow From the house of Particulars (Rs Mn) Mar-25 Mar-26 Cash from Operating Activity 206 -1,048 Cash from Investing Activity -1,676 -2,468 Cash from Financing Activity 1,793 4,269 Net (decrease)/ increase in cash and cash equivalents 323 752 Less: Net cash and cash equivalents generated for di
Slide 29: Glimpse of Our Showrooms - SIS
Glimpse of Our Showrooms - SIS From the house of 28
Slide 30: Glimpse of Our Showrooms - COCO
Glimpse of Our Showrooms - COCO From the house of 29
Slide 31: Thank You
THANK YOU EXPLORE REVA DIAMONDS. FOR HER. FOR HIM. FOR TRADITION, FOR FASHION, WITH A TWIST. Kirti Vaidya Company Secretary & Compliance Officer cs@revabypng.com PNGs Reva Diamond Jewellery Ltd www.revabypng.com Suyash Samant | Hrithik Hattiangadi suyash@stellar-ir.com | hrithik@stellar-ir.com Stell
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