Kalyan Jewellers India Ltd

Kalyan Jewellers India Ltd has announced the sale of its immovable property located in Coimbatore for a consideration of ₹86.16 crores. The sale deed was executed on September 30, 2026. The property, measuring approximately 783.25 Cents, was situated at Thudiyalur, Saravanampatty Road, Chinnavedampatty. The company stated that no business operations were conducted on this land, and therefore, the sale will not impact its ongoing business activities. Furthermore, the transaction does not constitute a sale of the whole or substantially the whole of the undertaking as per the Companies Act, 2013. The buyer is Shivasakthi Real Estates, Chennai, and they do not belong to the promoter, promoter group, or group companies. This transaction is not considered a related party transaction.

Kalyan Jewellers India Ltd has announced the closure of its trading window for dealing in the company's equity shares. This closure is in compliance with SEBI PIT Regulations and the company's Code of Conduct. The window will be shut from October 1, 2026, until 48 hours after the declaration of the Un-Audited Financial Results (Standalone and Consolidated) for the quarter and half-year ending September 30, 2026. The specific date for the Board Meeting to approve these results will be communicated later.

Kalyan Jewellers India Ltd has invested ₹350 Crore in its wholly-owned subsidiary, Candere Lifestyle Jewellery Pvt Ltd, through a Rights Issue. The investment involved subscribing to 1,750,000 equity shares at a premium, with the primary objective for Candere to repay an outstanding loan extended by Kalyan Jewellers. This transaction, completed on September 19, 2026, is classified as a related party transaction but is at arm's length and exempt under SEBI regulations. Candere will continue to be a 100% wholly-owned subsidiary, with no change in the parent company's shareholding percentage. Candere's net worth as of March 31, 2026, was ₹(325.14 million) with a turnover of ₹4253.66 million.

Kalyan Jewellers India Ltd has announced its 18th Annual General Meeting (AGM) will be held on Saturday, September 19, 2026, at 11:30 AM IST via Video Conferencing (VC) / Other Audio-Visual Means (OAVM). The company has dispatched letters to shareholders without registered email addresses, providing a web link to access the Annual Report for the financial year 2025-26. The report and AGM notice are available on their website. Shareholders are encouraged to update their email addresses for future electronic communications and to support the company's Green Initiative.

Kalyan Jewellers India Ltd has submitted its Business Responsibility and Sustainability Report (BRSR) for the Financial Year 2025-26, as required by SEBI regulations. The report details the company's ESG performance, covering environmental, social, and governance practices. It includes corporate overview, business activities, operational details, and employee information. The company primarily engages in manufacturing and retailing of jewellery, with 100% of its turnover derived from gold, silver, gems, and diamonds. The BRSR is prepared on a standalone basis and has received reasonable assurance on core indicators from Vinay & Keshava LLP. The report highlights the company's extensive network of 1,481 offices nationwide (excluding a subsidiary's stores) and its focus on the domestic market with 0% exports.

Kalyan Jewellers India Ltd has issued a notice for its 18th Annual General Meeting (AGM) to be held on Saturday, September 19, 2026, at 11:30 AM IST via Video Conference/Other Audio-Visual Means. The AGM will cover ordinary business, including the adoption of audited financial statements for FY 2025-26 and the declaration of a final dividend of ₹2.50 per equity share. Directors Mr. TK Seetharam and Mr. Salil Nair are up for re-appointment. Special business includes seeking approval for accepting deposits from the public/members and considering remuneration for Chairman Mr. Vinod Rai, which may exceed 50% of the total remuneration for non-executive directors.

Kalyan Jewellers India Ltd has announced its Annual Report for FY 25-26 and the 18th Annual General Meeting (AGM) scheduled for Saturday, September 19, 2026, at 11:30 A.M. IST. The meeting will be conducted via video conferencing. The company has fixed Saturday, September 12, 2026, as the cut-off date for remote e-voting. The report highlights the company's philosophy of 'The Evolving Masterpiece', its pan-India growth strategy, and financial performance with FY26 revenue at ₹3,57,429 Mn, PAT at ₹13,504 Mn, and EBITDA at ₹24,912 Mn. The company emphasizes its evolution from a regional jeweler to a national brand through its asset-light FOCO model and expansion into complementary formats.

Kalyan Jewellers India Ltd has announced the record date for its 18th Annual General Meeting (AGM) and for determining equity shareholder eligibility for the final dividend. The AGM will be held on September 19, 2026. The record date is set for September 12, 2026. The Board of Directors has recommended a final dividend of 25% (₹2.50 per share), subject to shareholder approval at the AGM. If approved, the dividend will be paid within 30 days of the approval date.

Kalyan Jewellers India Ltd has announced its 18th Annual General Meeting (AGM) will be held on Saturday, September 19, 2026, via Video Conferencing. The record date for determining shareholder eligibility for the final dividend and AGM purposes is set for Saturday, September 12, 2026. The Board of Directors has recommended a final dividend of 25% on the face value of equity shares, amounting to ₹2.50 per share, subject to shareholder approval at the AGM. If approved, the dividend will be paid within 30 days of the approval date.

Kalyan Jewellers posted consolidated revenue of ₹10,588.9 Cr for Q1 FY27, up 45.7% YoY from ₹7,268.5 Cr and up 3.1% QoQ from ₹10,274.9 Cr in Q4 FY26. Consolidated PAT came in at ₹348.7 Cr, up 32.0% YoY from ₹264.1 Cr but down 14.9% QoQ from ₹409.5 Cr — the QoQ dip reflects Q4's seasonally stronger wedding-season base rather than a genuine sequential slowdown. Basic EPS was ₹3.38 (consolidated) versus ₹2.56 a year ago. Standalone told a similar but slightly stronger story: revenue +47.0% YoY to ₹9,025.5 Cr, PAT +25.3% YoY to ₹321.3 Cr — the ~7-point gap versus consolidated PAT growth (32.0%) reflects a stronger showing from the overseas/Candere subsidiaries this quarter. The real story is margin, not growth: consolidated total expenses rose to 95.6% of total income versus 95.1% a year ago, pushing consolidated OPM/EBITDA margin down to roughly 6.0% from ~7.0% YoY and ~7.2% QoQ, and NPM to 3.3% from 3.6% YoY. Standalone (India) PBT margin worked out to ~4.8% (₹432.1 Cr PBT / ₹9,025.5 Cr revenue) — below the 5.5–5.6% band management guided for FY27 in the Q4 FY26 concall, where it cited operating leverage and interest-cost savings as the levers to hold that range. No exceptional items appear in either the current or year-ago quarter, so the growth and margin figures are on a like-for-like reported basis with no adjustment needed. Against the Street, the print was mixed: pre-result consensus (Uniresearch) modeled revenue of ~₹9,556 Cr and PAT of ~₹392 Cr; actual revenue beat that by ~11%, but PAT missed it by a similar margin — consistent with the margin compression described above. Our pre-result preview had flagged exactly this risk ("watch for gross margin pressure" alongside SSSG and US-subsidiary progress), and it materialized: PAT growth of 32% sits at the lower end of the company's own 30–50% FY27 growth aspiration cited in the preview, even as revenue cleared the preview's ₹9,000–9,200 Cr expectation comfortably. On corporate developments, the quarter included the ₹12M (~USD) loan-to-equity conversion in the US subsidiary (26 June 2026), consistent with funding the company's stated US expansion track, alongside the routine insider-trading window closure ahead of results. No standalone management press release/commentary was available in our records to cross-check against the numbers, so management's own framing of the quarter could not be verified here — the margin and guidance reads above rely solely on the filed statements and the prior concall record.