DINESH

Shanti Gold

Industry: Jewellery
Latest CMP 248
Today's Change ▲ 6.80%
52-Week High / Low 253 | 157
Price Date: 14-Aug-2026
Recommendation Buy
Target Price 515
Expected Upside 44.2%
Forecast Horizon 2 Years
Historical CAGR Not Available
1,000 Invested
Today's Value
Investment Period < 5 Years

Stock Snapshot

Post Results Return
+10.3%
Positive Re-rating
1-Year Target Price
434
2-Year Target Price
515
52-Week High / Low
253 / 157
20-Day Return
+16.6%
Market Cap (Cr.)
1,786
Current PE
11.2
P/BV Ratio
3.0
Dividend Yield
Industry PE
22.2

Price Performance

Basis of our Recommendation

Shanti Gold International is positioned for robust growth, driven by strategic capacity expansions and diversification into new product lines. Management's commitment to nearly tripling production capacity through new facilities in Jaipur and Mumbai is a significant catalyst for future revenue growth, particularly as the company enters the high-volume machine-made jewellery segment. This aligns with Vista's forecast of moderated revenue growth, supported by stable margins and a favorable industry backdrop characterized by rising gold prices and strong wedding demand. However, potential headwinds include gold price volatility and execution risks associated with ramping up new production. The jewellery sector's resilience, coupled with Shanti Gold's strategic initiatives, suggests a positive long-term outlook, with expected upside reflected in Vista's target prices. Over the next 12-24 months, key opportunities lie in expanding market share in underpenetrated regions and enhancing export capabilities, while watchpoints include the successful execution of capacity expansions and managing cost pressures

👍 Why We Like This Stock

  • Strategic capacity expansion to nearly triple production capacity enhances revenue potential
  • Diversification into machine-made jewellery aligns with market demand trends and consumer preferences
  • Strong management optimism and planned capital raise support growth initiatives

Things To Watch Out For

  • Gold price volatility poses risks to profitability and margin stability
  • Execution challenges in ramping up new production facilities could impact growth timelines
  • Weak cash conversion relative to the asset base may constrain operational flexibility

Key Parameters

Balance Sheet Strength
Weak Cash Conversion
Market Share
Stable
Industry Outlook
Improving
Analyst View
Strong Buy
Dividend History
No Dividend History
FII Holdings
Stable

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 711 1,106 2,019 3,748 4,717
Profit Before Tax (Cr.) 36 73 184 335 399
PBT Margin 5.1% 6.6% 911.3% 8.9% 8.5%
Net Profit (Cr.) 26 55 140 255 303
Earnings Per Share 3.6 7.6 19.4 35.3 42.0

Analyst Recommendations

Broker Recommendation Target Price Date
Choice Equity ▲ Buy 350 04-Jun-2026
Moneycontrol ▲ Overweight nan 26-May-2026
Consensus Recommendation ▲ Strong Buy
Consensus Target 350
Coverage 2 Analysts
Analysts' Viewpoint
Shanti Gold's significant production capacity increase, nearly tripling with two new plants, and the introduction of new jewellery lines are key growth drivers. The company's expansion into export markets through a new Dubai office targets lucrative regions, enhancing revenue potential. However, analysts note risks from gold price volatility and potential execution challenges in ramping up new facilities. The commissioning of the Jaipur plant and a planned rights issue are pivotal catalysts for future performance.

Company Overview

Show Company Profile

Shanti Gold International Limited engages in the design, manufacture, and wholesale of gold jewellery in India, the United States, the United Arab Emirates, Qatar, and Singapore. It offers bangles, rings, necklaces, chokers, pendants, chand balis, jhumkas, and jewellery sets. The company was founded in 2003 and is headquartered in Mumbai, India.