PNGJLNSEFebruary 12, 2025

P N Gadgil Jewellers Limited

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Key numbers — 40 extracted
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([) PNG JEWELLERS Date: February 12, 2025 To, BSE Limited, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400001 Scrip Code: 544256 Subject: Investor Presentation Dear Sir/ Madam
INR25
ded withBest Gold Jewellery Collection 2019 in the Times Retail Icon Category ➢ Revenues crossed INR25 Bn with 26 showrooms ➢ 2020: "MOTHERINDIA", best ad- film of the year 2020 (digital platform) at 8
73.8%
c Retailer of West India Award 2023 by JewelBuzz ➢ 2024 : got listed on the BSE at a premium of 73.8% and on the NSE at a premium of 72.9% ➢ Achieved a revenue of 60 billion with 36 stores ➢ Cross
72.9%
y JewelBuzz ➢ 2024 : got listed on the BSE at a premium of 73.8% and on the NSE at a premium of 72.9% ➢ Achieved a revenue of 60 billion with 36 stores ➢ Crossed 1800+ employees For the last 3.5 d
60 billion
d on the BSE at a premium of 73.8% and on the NSE at a premium of 72.9% ➢ Achieved a revenue of 60 billion with 36 stores ➢ Crossed 1800+ employees For the last 3.5 decades, we have been a distinguished
7.4%
nue per Sq Ft for 9MFY25 39,456 Total SKU’s 1,271.9 Mn Average Revenue per Store for 9MFY25 7.4% Stud Ratio 86.1 K Average Transaction Value for Q3 FY25 25.7% SSSG for existing 22 stores
25.7%
Revenue per Store for 9MFY25 7.4% Stud Ratio 86.1 K Average Transaction Value for Q3 FY25 25.7% SSSG for existing 22 stores for 9MFY25 7.1 & 19.4 Tonnes of Gold & Silver Sold 5.3 & 5.1
94%
arket ■ Share of Organized Jewellery in Retail Market is Rising ■ Organised ■ Unorganised 94% 6% FY07 68% 66% 32% FY20 34% FY22 62% 38% FY24 2nd 850 Tn Largest gold market in t
6%
■ Share of Organized Jewellery in Retail Market is Rising ■ Organised ■ Unorganised 94% 6% FY07 68% 66% 32% FY20 34% FY22 62% 38% FY24 2nd 850 Tn Largest gold market in the w
68%
e of Organized Jewellery in Retail Market is Rising ■ Organised ■ Unorganised 94% 6% FY07 68% 66% 32% FY20 34% FY22 62% 38% FY24 2nd 850 Tn Largest gold market in the world Avera
66%
Organized Jewellery in Retail Market is Rising ■ Organised ■ Unorganised 94% 6% FY07 68% 66% 32% FY20 34% FY22 62% 38% FY24 2nd 850 Tn Largest gold market in the world Average go
32%
ized Jewellery in Retail Market is Rising ■ Organised ■ Unorganised 94% 6% FY07 68% 66% 32% FY20 34% FY22 62% 38% FY24 2nd 850 Tn Largest gold market in the world Average gold co
Guidance — 4 items
Festive Boost
opening
We aim to connect with customers who proudly embrace their diva style The collection is created for those who desire a touch of everyday luxury.
Festive Boost
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This advance will be used to purchase 22 ct gold at the prevailing market rate on the date of payment.
Festive Boost
opening
100% Achieved We remain on track to fulfill our commitments, ensuring financial discipline, strategic expansion, and risk management.
Festive Boost
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Our latest initiative, Project Eklavya, reflects this commitment to making a positive impact.
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Risks & concerns — 1 flagged
100% Achieved We remain on track to fulfill our commitments, ensuring financial discipline, strategic expansion, and risk management.
Festive Boost
Speaking time
Marriage Seasons
1
Agriculture Influence
1
Festive Boost
1
Company
1
Investor Relations Partner
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Opening remarks
Agriculture Influence
Rural households invest post-harvest proceeds in gold, especially in November and December Gold jewellery holds aspirational value in India Gold, whether sold as jewelry, bars, or coins, experiences organic demand, unlike lifestyle retail categories such as footwear and apparel 34% 66% 38% 62% FY23 ■ Jewellery FY28P Bars and Coins ■ Jewelry retailing carries no inventory obsolescence risk, as products can be recycled and repurposed into new designs E-Commerce penetration is expected to reach 10% of overall sales by FY28
Festive Boost
Gold and silver jewelry sales rise during Diwali, Dhanteras (Oct-Nov), and Akshaya Tritiya (Apr- May). As a high-ticket item, jewelry has a lower relative cost for rent, staffing, and promotions compared to footwear and apparel, with the majority of store setup costs allocated to inventory. Source: IBEF Deloitte Report & Technopak Industry Report Investor Presentation – Q3FY25 10% 90% FY28P 6% 94% FY23 ■ Offline ■ E-Commerce 11 0 Shifting Consumer Trends: A Turning Point for the Indian Jewellery Market 01 02 03 04 05 06 07 Young consumers prefer lightweight jewellery with trendy designs Shift towards “consumption of jewellery” rather than pure “investment” Frequency of purchase by consumers have gone up due to rising disposable income Increasing importance of hallmarking and certifications that provide assurance of metals purity and genuineness Quality of material and craftsmanship is one of the top considerations Trust in long-standing, reputed and reliable jewellery brands is higher
Company
P N Gadgil Jewellers Limited CIN: L36912PN2013PLC149288 Email ID: secretarial@pngadgil.com Tel: +91 020 4478474 Website: www.pngjewellers.com
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