THANGAMAYLConsumer Durables

Thangamayil Jewellery Limited

Gems, Jewellery And Watches · ISIN INE085J01014 · BSE 533158 · NSE EQ · FV ₹10
Last price
₹4,811
-2.35%today
What this company does

Thangamayil Jewellery Limited operates in Gems, Jewellery And Watches, part of the Consumer Durables sector. It booked ₹2,662 cr of revenue in its latest quarter (Q1 FY27) and kept 3.2% of sales as profit. It is the 3rd largest of 9 Gems, Jewellery And Watches companies we track, by market value.

In the report:
55out of 100
Equitytale Health Score
Mixed

Healthier than 55% of companies in Consumer Durables, on all six measures of filed financials. Each measure is ranked against the 25–41 companies that reported it.

Measures financial condition, not whether to buy. Learn what this score means · How this is calculated

Price momentum
neutral
RSI (14)
31

At close. Not part of the score.

Profitability & returns68

How much profit it earns on the money it employs

Balance sheet29

How much it owes, and whether earnings cover the interest

Cash quality37

Whether reported profit actually arrives as cash

Growth & consistency91

Whether sales and profit have grown, and how steadily

Valuation22

What today's price implies, against our models or its peers

Governance & risk100

How much of the promoters' stake is pledged, and how much they hold · highest in its sector on what we could measure

Is this company doing well?
not investment advice
Strengths
Makes a profit
Sales up 71% vs last year
Profit up 86% vs last year
Promoters hold 62%
No promoter shares pledged
Strong 24% return on equity
Watch-outs
! Thin 3.2% net margin
! Operating cash flow is negative

What if I invest in THANGAMAYL?

Set a growth rate and see what a monthly SIP would add up to. Your assumption, our arithmetic.

You would put in
₹12.00 lakh
120 instalments
At 10% a year, it would become
₹20.15 lakh

The starting rate is a round number, not a view on this company — this is your assumption, and the figure above is arithmetic on it. Returns are not steady year to year, and a real holding would not grow in a straight line. We do not publish price targets or predict returns.

Key ratios · latest quarter + price
₹4,811 -2.35%
latest close · 2026-09-17
1-year return
+983.3%
52-wk low ₹41952-wk high ₹7,430
Is it cheap or expensive?
What you pay for the profits, book value and cash flow. Higher isn't automatically worse — it can signal faster growth.
P/E ratio43.9High
LowAverageHigh
P/B ratio10.56High
Below bookModerateHigh
EV / EBITDA27.1High
LowAverageHigh
How good is the business?
How much profit it earns from its money and its sales.
Return on equity24.0%Strong
WeakFairStrong ▸15%
Return on capital34.5%Strong
WeakFairStrong
Net margin3.2%Thin
ThinDecentStrong
EBITDA margin5.4%Thin
ThinDecentHealthy
Is it financially safe?
How much it owes, and whether it can comfortably cover it.
Debt to equity0.58Moderate
LowModerateHigh ▸1
Interest cover7.5×Strong
RiskyOkayStrong ▸5×
Current ratio1.54Healthy
Tight ◂1HealthyAmple
More figures
Market cap
₹14,953 cr
Book value
₹456
EPS
₹27.38
latest quarter
Net debt
₹701 cr
owes more than its cash
Enterprise value
₹15,654 cr
EBITDA
₹579 cr
annualised
EBIT
₹533 cr
annualised
Operating margin
5.0%
Return on assets
8.9%
Earnings yield
2.28%
P/S
1.40
Sales / share
₹3,426.6
Tax rate
26.3%
Face value
₹10
Shares
3.1 cr
Working capital
₹1,220 cr
Current assets
₹3,494 cr
Current liabilities
₹2,275 cr
Delivery %
50.3%
Strong / safeFairWeak / riskyValuation — a level, not good/badBands are general rules of thumb, not advice.

P/E, ROE, ROCE and margins are annualised from the latest quarter; per-share and balance-sheet ratios use the most recent balance sheet on file · prices as of 2026-09-17.

Worth vs price · from the FY 2024 report & filings
not investment advice
Hard to value confidentlyLow confidence
One year's profit is a one-off (far above the multi-year norm), so its recurring earnings power is unclear.
Models span ₹467₹922, midpoint ₹695

An educational model from the company's own filings, every assumption shown — not investment advice or a price target. Prices can stay above or below any model for years.

P&L · Q1 FY27 (consolidated)
Revenue from Operations₹2,662 cr
Other Income₹4 cr
Total Income₹2,666 cr
Cost of Materials₹2,776 cr
Purchases of Stock-in-Trade₹0 cr
Inventory Change (±)₹-360 cr
Employee Benefit Expense₹40 cr
Finance Costs₹18 cr
Depreciation & Amortisation₹11 cr
Other Expenses₹65 cr
Total Expenses₹2,551 cr
Profit before Tax₹115 cr
Tax Expense₹30 cr
Net Profit₹85 cr
Net margin on total income3.2%
Where the money goes · Q1 FY27
% of total income
Materials + stock-in-trade₹2,416 cr90.6%
Employee benefit expense₹40 cr1.5%
Finance costs₹18 cr0.7%
Depreciation & amortisation₹11 cr0.4%
Other expenses₹65 cr2.4%
Tax expense₹30 cr1.1%
Profit for the period₹85 cr3.2%
Total income ₹2,666 cradds up to ₹100 ✓
Quarterly results · consolidated (₹ cr)
MetricQ3 FY26Q4 FY26Q1 FY27
Revenue2,401 cr2,838 cr2,662 cr
Total income2,406 cr2,839 cr2,666 cr
Expenses2,260 cr2,657 cr2,551 cr
Profit before tax143 cr182 cr115 cr
Tax38 cr40 cr30 cr
Net profit (owners' share)105 cr143 cr85 cr
Net margin (owners' share, on revenue)4.4%5.0%3.2%
EPS (₹)33.7145.8927.38
YoY (latest quarter): total income +71.2% · net profit +86.2%
Balance sheet & cash flow · as of Mar 2026
Moderate debt
Total assets
₹3,820 cr
Shareholder equity
₹1,416 cr
parent shareholders
Total debt
₹826 cr
Cash
₹124 cr
Cash flow · H1 FY26
Operating
₹-109 cr
Investing
₹-93 cr
Financing
₹125 cr
Peer comparison
Gems, Jewellery And Watches · by market value
CompanyPriceMarket capP/E
Titan Company Limited₹4,841₹4.30 L cr60.4
Kalyan Jewellers India Limited₹581₹60,049 cr43.0
Thangamayil Jewellery Limitedthis company₹4,811₹14,953 cr43.9
Lalithaa Jewellery Mart Limited₹290₹14,519 cr17.5
BlueStone Jewellery and Lifestyle Limited₹831₹12,667 cr451.7
SKY GOLD AND DIAMONDS LIMITED₹793₹12,286 cr29.7
PC Jeweller Limited₹12₹11,992 cr13.4
P N Gadgil Jewellers Limited₹601₹8,158 cr19.4
Ethos Limited₹2,651₹7,093 cr63.1
Same industry · latest reported numbers · not a recommendation.
Corporate actions
Dividend yield
0.37%
trailing 12 months
Dividend / share (TTM)
₹18
Last dividend
₹18
ex 22 Jul 2026
ActionDetailEx-date
Dividend₹18 / share22 Jul 2026
Dividend₹12.5 / share21 Jul 2025
Rights issue15:211 Feb 2025
Dividend₹6 / share18 Jul 2024
Dividend₹4 / share12 Feb 2024
Bonus issue1:117 Jul 2023
Who owns it · 2026-06-30
No pledge
Promoter
61.6%
FII / Foreign
5.5%
DII / Domestic
16.4%
Retail / others
16.4%
Promoter stake down 5.5% over the last 12 quarters.
Smart-money activity
Insider trades
BoughtNARAYANAN BALUSAMY KUMAR · Promoter925 · ₹49.6 L31 Aug 26
BoughtNARAYANAN BALUSAMY KUMAR · Promoter2,675 · ₹1.5 cr24 Aug 26
BoughtBALUSAMY SILVEARS JEWELLERY PRIVATE LIMITED · Promoter Group1,330 · ₹69.8 L7 Aug 26
Bulk / block deals
short · NSE131 Aug 26
short · NSE2125 Aug 26
short · NSE324 Aug 26
Stake changes
BoughtNarayanan Balusamy Kumar · promoter→ 17.56% · 92531 Aug 26
BoughtNarayanan Balusamy Kumar · promoter→ 17.55% · 2,67524 Aug 26
BoughtThangamayil Gold and Diamond Private Ltd · promoter→ 5.49% · 4,2507 Aug 26
Promoter pledges
ReleasedYes Bank Limited & Axis Bank Limited1.05 L · 1.93% held27 Mar 25
ReleasedIndusind Bank Ltd Mumbai1.20 L · 4.16% held17 Jul 19
ReleasedIndusind Bank Ltd Mumbai1.20 L · 4.16% held17 Jul 19
What shareholders were asked to approve

A company cannot decide everything on its own. Things like a top executive’s pay, issuing new shares, or re-appointing a director have to be put to the people who own the company, and they vote — one vote per share. So whoever owns the most shares has the most say.

Yearly shareholder meeting · 28 Jul 2025
See the official result
1
1 - Adoption of the Audited Financial Statements of the Company for the financial year ended March 31, 2025, together with the Reports of the Board of Directors and the Auditors thereon.
Backed by 100% of shareholders other than promotersneeded 50%
63.86 L votes for, 193 against · 0% of mutual funds and other big investors said no
2
2 - Re-appointment of director Smt. Yamuna Vasini Deva Dasi who retires by rotation and being eligible offers herself for re-appointment.
Promoters had a personal stake in this
Backed by 100% of shareholders other than promotersneeded 50%
63.70 L votes for, 16,001 against · 0% of mutual funds and other big investors said no
3
3 - Declaration of final dividend on equity shares for the financial year 2024-25.
Backed by 100% of shareholders other than promotersneeded 50%
63.86 L votes for, 23 against · 0% of mutual funds and other big investors said no
4
4 - Re-appointment of Dr. Mrs. Rajakumari Jeevagan as an Independent Director for consecutive term of 5 years.
Backed by 87% of shareholders other than promotersneeded 75%
55.69 L votes for, 8.17 L against · 14% of mutual funds and other big investors said no

Every vote count above is taken from the result the company filed with the stock exchange, certified by an independent counter. To work out what would have happened without the promoters, we simply remove their votes and re-apply the same legal bar the proposal had to clear. Nothing here is an estimate or an opinion.

Who controls this company, and what it pays them

Most Indian companies are controlled by a family or group — the promoters. The exchange requires them to be listed by name, including members who own no shares at all, and requires the company to disclose any business it does with them.

The promoter group — 15 named members
owning 61.6% between them · as of 2026-06-30
Ramesh.Ba17.78%
Balarama Govinda Das17.70%
Kumar.N.B17.55%
Thangamayil Gold And Diamond Private Limited5.46%
Balusamy Silvears Jewellery Private Limited1.76%
K Thamarai Selvi0.31%
Yadeenthranathan Darmini0.30%
Yamuna Vasini Deva Dasi0.23%

Names and holdings from the company’s shareholding pattern filed with the exchange; transactions from the related-party note in its annual report. Every figure is as filed — these are legal, disclosed dealings, and what to make of them is your call.

Money it raised, and what it did with it

When a company raises money from investors, it has to say up front what the money is for. The rules then make it report, every three months until the money is gone, how much of each of those things it has actually paid for — so a promise made while asking for the money can be checked afterwards.

₹510 cr raised in Mar 2025 by offering new shares to existing shareholders

As of Mar 2025, the company says it has spent 75% of what it set aside, leaving ₹127 cr still to be spent. CARE RATINGS LIMITED watches the spending on the exchange’s behalf.

Capital Expenditure towards setting up of 6 new retail stores
26%
₹2 cr of ₹9 cr
Inventory required to be held in New Store
70%
₹281 cr of ₹401 cr
General corporate purposes
100%
₹98 cr of ₹98 cr
Rights issue expense
96%
₹2 cr of ₹3 cr

Every figure above is taken from the statement the company files with the stock exchange each quarter, for as long as money it has raised remains unspent. The only thing we work out is how much of each stated purpose has been paid for — one number divided by another from the same filing. Whether a plan that changed was a good change is not something a filing can tell you. See the filing

How the stock has moved · adjusted for splits & bonuses
Data from primary exchange filings · analysis tool, not investment advice.