KDDL Limited (532054) Earnings Call Transcripts

KDDL Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, KDDL Limited reported strong financial results, with total income reaching INR 145.3 crores, a 42% YoY increase, and full-year revenue of INR 506 crores, up 31.9%. EBITDA for the quarter was INR 36.4 crores, reflecting an 87.6% YoY growth, while PAT stood at INR 19.8 crores. Management expressed optimism about future growth, particularly in the Precision Engineering and bracelet divisions, and indicated a stable outlook for the watch components business despite ongoing global challenges. The company maintained its guidance for a 25% CAGR across key segments, signaling confidence in its growth trajectory.

Reported metrics

Guidance from management

KDDL expects to maintain a growth trajectory of 25% CAGR across key segments, with a focus on enhancing manufacturing capabilities and customer relationships. Management is optimistic about the domestic market and anticipates stable performance in the export-oriented business for H1 FY '27.

What management said

So for bracelet and for Precision Engineering, we believe medium term to long term, we find it hard to predict as to what's going to happen in 1 quarter or 2 quarters, but in the medium and long term, both these businesses have -- we believe they will grow at about 25% CAGR. The watch component business will probably grow a little bit less than that. But again, a lot depends on how the macroeconomic environment chang...

It's very hard to say that. In today's environment, it's extremely hard to say that, Pritesh, as you will know. We are facing very challenging environments in markets with our customers and so on. If we need to compromise margin a bit for strategically gaining market share and gaining new markets, we have always sort of -- we've always used that tool in our strategy kit. We try to protect margins, but we also protect...

What analysts pressed on

Analysts expressed concerns regarding the impact of weak consumer demand in luxury markets, particularly in China and Europe, on future growth. There were also questions about the sustainability of margins given the rising costs and inflation in India, as well as the potential for operating leverage in the business.

Main topics on the call

• Strong Revenue Growth — KDDL reported a total income of INR 145.3 crores for Q4 FY '26, which is a 42% increase YoY. The full-year revenue also grew to INR 506 crores, marking a 31.9% increase. Management noted, 'despite the challenging busines...
• Robust EBITDA Performance — The company achieved an EBITDA of INR 36.4 crores for Q4, up 87.6% YoY, with an EBITDA margin of 25.1%. For the full year, EBITDA was INR 116.9 crores, representing a growth of 32.2%. This performance indicates strong op...
• Optimistic Guidance for Future Growth — Management maintained a growth outlook of 25% CAGR for the Precision Engineering and bracelet divisions, stating, 'we believe they will grow at about 25% CAGR.' This reflects confidence in the company's strategic directi...
• Challenges in Global Luxury Markets — Management acknowledged ongoing challenges in the global luxury markets, particularly in China and Europe, stating, 'weak consumer demand in key luxury markets... continue to weigh on industry growth.' This could impact ...

Read the full KDDL Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 13 KDDL Limited earnings call transcripts on record, spanning February 17, 2020 to May 20, 2026. Based on this history, KDDL Limited reports semi-annually. The most recent call on file is dated May 20, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

532054

Exchange

BSE

Country

IN

Sector

Consumer Discretionary

Industry

Textiles, Apparel and Luxury Goods

Calls on record

13

First call

February 17, 2020

Most recent

May 20, 2026

Reporting cadence

semi-annually