Скачать или смотреть 1 New Re-rating Opportunity?| Can Gadgil Achieve It's Guidance?| Senco's PAT Could Still Grow By 64%

In this video, I’ve discussed the Q2FY26 business updates of PN Gadgil, Senco Gold, Shringar House of Mangalsutra, and Shanti Gold in detail.

We’ll go through their latest numbers, understand how demand trends are shaping up, and discuss each company’s growth outlook for FY26.

Along with that, I’ve also shared estimated PAT projections, valuation insights, and a peer-to-peer comparison to see which players look best placed going ahead.

If you follow the jewellery sector or are tracking any of these businesses for investment, this video will help you get a clear perspective on how the next few quarters could shape up.

📊 Topics Covered:

Q2FY26 performance highlights

Growth outlook & drivers for FY26

Estimated PAT & valuation view

P2P comparison of key metrics

My overall outlook on the sector

Watch till the end to understand which player stands out right now!



Timestamps:
00:00 - Intro
00:32 - PN Gadgil
00:56 - Festive Sales: A Game-Changer for Gadgil
01:28 - Other Segments Growth
01:40 - 9% Or 31% Growth?
02:32 - Demand In Festive Season
02:53 - Gold Volumes – A Very Critical Insight
03:28 - Stud Ratio
03:49 - Update on Expansion Outside Maharashtra
04:58 - What's Negative In This Update?
05:29 - Should Titan’s Numbers Be Criticized?
06:06 - Is PN Gadgil Still Lucrative?
06:34 - Financial Projection for H2FY26
07:35 - Expected PAT For FY26
07:48 - Forward PE & PEG Ratio
08:03 - Opportunity View & Conclusion
08:19 - Senco Gold - Why Was I Bullish on It?
08:55 - New Update Changes Past Analysis
09:28 - Senco's Q2FY26 Business Update
09:39 - Common Trend in Underperforming Businesses
10:54 - Reason for Poor Performance
11:48 - Store & Revenue Guidance for H2
12:20 - Are These Reasons Justified?
13:21 - Opportunity View On Senco
15:34 - Shringar House of Mangalsutra
16:51 - Shanti Gold
17:04 - Current Capacity and Total Potential
17:15 - Revenue Mix
17:40 - IPO Fund Utilization
18:07 - Q2FY26 Update
18:51 - Business Track Record
19:07 - Guidance Financial Projection for FY26
20:23 - PAT Projection for FY26
21:34 - Valuation & Opportunity View
23:18 - What's Negative In This Business?
23:39 - Comparing Negative CFO: Sky Gold vs Shanti Gold
















































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































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