₹4225.0
-0.62% today
· 30d -13.39%
as of 2026-11-09
Price · Daily Candles
“Thangamayil Jewelery shines with triple-digit profit surge; DIIs pare as FIIs accumulate shares.”
Thangamayil Jewelery (THANGAMAYL) recorded exceptional Q4 FY26 results with net profit up +354.33% YoY to ₹143 Cr and revenue up +105.59% YoY to ₹2838 Cr. The company's annual net profit also saw a significant jump of +196.23% to ₹352 Cr with revenue climbing +73.08% to ₹8499 Cr. Despite strong growth, its valuation metrics signal caution, with a TTM PE of 57.21 and Price/Book of 14.34.
BULL CASE
+Q4 FY26 net profit soared +354.33% YoY to ₹143 Cr, while revenue increased +105.59% YoY to ₹2838 Cr.
+Annual net profit grew +196.23% to ₹352 Cr for FY26, with revenue up +73.08% to ₹8499 Cr.
+FII shareholding increased by +1.17% QoQ to 5.54% by end of Jun 2026.
+The stock has delivered strong price returns, up +56.13% in the last 3 months and +235.57% over 1 year.
BEAR CASE
−The TTM PE of 57.21 is significantly higher than its peer KALYANKJIL (44.13) and the sector leader TITAN (81.97).
−ML models predict severe FCF compression for the company, with -30.8% in H1, -36.9% H2, and -35.8% H3, potentially driving projected FCF negative by year 3.
−DII shareholding decreased by -0.98% QoQ to 16.43% as of June 2026.
−The current Price/Book ratio stands at 14.34, indicating a stretched valuation based on this metric.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-09-30
REVENUE
₹2381 Cr
+39.67% YoY
NET PROFIT
₹59 Cr
+1.61% YoY
OPM
4.79%
-1.38pp YoY
EPS
₹19.13
PE 57.21
Intrinsic value · DCF ₹686.07 · Margin of safety -83.8% (overvalued) · FCF yield 1.88%
◇ Sector Position
THANGAMAYL's TTM PE of 57.21 positions it between KALYANKJIL (44.13) and TITAN (81.97), while its ROE/ROCE figures, though not explicitly provided, suggest it operates within the broader profitability range of its peers like KALYANKJIL (ROCE 27.31%) and SKYGOLD (ROCE 31.87%).
PEERPEROCE %
THANGAMAYL57.21—
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ML Forward Growth Predictions 🔒
58
SCORE / 100
Overall
6-axis composite of the sections below.
Performance
STRONG
100
Valuation
STRETCHED
20
Growth
STRONG
86
Profitability
AVERAGE
30
Technicals
BEARISH
23
Risk
LOW
90
Key Stats
TTM PE
57.21
P/B
14.34
52W HIGH
₹7430.0
OFF HIGH
-43.14%
DIV YIELD
0.28%
MKT CAP
₹13185 Cr
◉ Active Signals
MACDBearish-35.6221
RSI(14)Bearish34.72
Street Consensus
3 analysts₹5714.67
mean target
Low ₹4740.0Now ₹4225.0High ₹6338.0
⧉ Strategy Fit 🔒