THANGAMAYL · Thangamayil Jewellery Ltd · Retail (Specialty)
THANGAMAYL · Thangamayil Jewellery Ltd · Retail (Specialty)
As of 06 Nov close
52-week range
44.2% below 52-week high
52-week range: as of 06 Nov 2026 close.
Price chartDaily closes on the stock page.
Weighted combination of 8 measured readings. Not a probability, a rating or a forecast.
Full signal detail →Fundamentals as of 15 Sep 2026 · the company's own latest record is 53 days old
Revenue (latest Q)
₹2,662 Cr
Revenue YoY
PAT YoY
+86.2%
Operating margin
Revenue, last 8 quarters
P/E (TTM)
P/B
10.8
P/S (TTM)
1.7
Sector P/E
14.2
Dividend yield
+0.3%
| Company | P/E | P/B | Net margin | ROE | D/E | Div. yield |
|---|---|---|---|---|---|---|
| THANGAMAYL (this stock) | 50.9 | 10.8 | +4.1% | +27.6% | 0.64 | +0.3% |
| Kalyan Jewellers India | 43 | 9.4 | +3.8% | +24.3% | 27.12 | +0.3% |
| Honasa Consumer | 59.9 | 14.2 | +9.8% | +17.6% | 0.1 | +0.6% |
| Aditya Vision | 61 | 11.1 | +4.8% | +20.2% | 0.83 | +0.2% |
Promoter
stable
FII
rising 1q
MF
15.51% (-0.91pp)
falling 1q
Insider trades
| Date | Insider | Type | Qty | Value |
|---|---|---|---|---|
| 31 Aug 2026 | NARAYANAN BALUSAMY KUMAR | BUY | 925 | ₹49.57 lakh |
| 24 Aug 2026 | NARAYANAN BALUSAMY KUMAR | BUY | 2,675 | ₹1.49 Cr |
| 07 Aug 2026 | THANGAMAYIL GOLD AND DIAMOND PRIVATE LIMITED | BUY | 4,250 | ₹2.24 Cr |
| 06 Aug 2026 | BALUSAMY SILVEARS JEWELLERY PRIVATE LIMITED | BUY | 1,080 | ₹54.76 lakh |
| 04 Aug 2026 | THANGAMAYIL GOLD AND DIAMOND PRIVATE LIMITED | BUY | 3,600 | ₹1.73 Cr |
| 16 Mar 2026 | NB KUMAR | BUY | 9,100 | ₹3.1 Cr |
| 13 Mar 2026 | NB Kumar | BUY | 2,800 | ₹97.8 lakh |
| 12 Mar 2026 | NB KUMAR | BUY | 2,650 | ₹92.92 lakh |
Bulk/block deals
No bulk/block deals in the last 12 months.
News timeline
- lowthehindubusinessline.com· 04 Nov 2026, 05:26 pmThangamayil Jewellery net profit flat at ₹59 crore
- lowbusiness-standard.com· 16 Oct 2026, 12:39 pmSenco, PC Jeweller zoom up to 17%; why are gold-related stocks dazzling?
- mediumsector policybusiness-standard.com· 01 Sept 2026, 01:18 pmTitan to Kalyan: Jewellery stocks tank up to 7%; what dented their sheen?
- loweconomictimes.indiatimes.com· 29 Jul 2026, 12:29 pmThangamayil Jewellery Q1 Results: Net profit spikes 86% YoY to Rs 85 crore; stock tanks 10% on weak guidance
Concalls & investor presentations
AI-generatedNo concall transcripts or investor presentations recorded yet.
AI Summary of Annual Report
AI-generatedThangamayil Jewellery Limited (THANGAMAYL) reported a 73% increase in net revenue to ₹849,933 lakh in FY2025-26, driven by higher gold and silver prices and expanded customer advance schemes. The company maintained EBITDA margins above 6% despite rising interest rates, with all outlets operating above EBITDA levels. Contingent liabilities, primarily a ₹70.18 crore tax dispute, are modest and well-covered by capital adequacy. The company faces risks from gold price volatility, regulatory compliance, and competition but has mitigated these through technology adoption, customer advances, and operational synergy. A ₹5,594.76 lakh dividend payout is proposed for FY2025-26.
- 73% year-over-year revenue growth to ₹849,933 lakh in FY2025-26.
- Contingent liabilities include a ₹70.18 crore tax dispute, with no material impact on capital adequacy.
- All outlets operated above EBITDA levels, reflecting uniform profitability.
- Proposed dividend payout of ₹5,594.76 lakh for FY2025-26.
- Technology adoption improved liquidity, inventory turnover, and compliance.
Key takeaway: Thangamayil Jewellery Limited delivered strong revenue growth and operational efficiency in FY2025-26, supported by robust customer advances and prudent risk management, despite challenges from price fluctuations and regulatory compliance.
The following annual report excerpts provide qualitative strategic context. Do not treat any specific financial figures in these excerpts as authoritative — they may be incorrectly labeled due to PDF table extraction limitations. For precise financial data, refer to the structured fundamentals data above.
Governance disclosures
AI-generatedNeeds attention
No item of a kind that needs attention was stored for this company.
Contingent Liability
2 occurrencesEarlier (1-3 years ago)
The company has a contingent liability of ₹154 Lakhs related to a customs duty demand from the principal Commissioner of Customs, Chennai, with a pending writ petition in the High Court of Madras and no provision made in the books.
The company has a contingent liability of ₹154 Lakhs related to a customs duty demand for the financial year 2011-12. The company has filed a Writ petition with the Madras High Court to quash the order, and the status quo is maintained.
Related-Party Transaction
1 occurrenceEarlier (1-3 years ago)
The company has disputes with tax authorities over disallowed purchases and excise duties, with contingent liabilities of ₹106 lakhs and ₹274 lakhs respectively, and is appealing these decisions.
Statutory dues in dispute
2 occurrencesEarlier (1-3 years ago)
The company has statutory dues disputes pending with Tamilnadu Value Added Tax, Customs Act, and Income Tax authorities, with amounts in dispute and specific periods and forums mentioned.
The company has statutory dues disputes pending in various forums, including Tamil Nadu Value Added Tax and Income Tax Act cases, with amounts ranging from 2011-12 to 2020-21.
Promoter Share Pledge
1 occurrenceRecent (last 12 months)
1.51% of promoter holding pledged (quarter 2026-Q3 as of 2026-07-18).