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Gold price volatility impacting demand
View Risks →BlueStone Jewellery and Lifestyle Limited — Q1 FY26
Bluestone delivered a strong Q1 FY26 with revenue of ₹492.6 crore (+41% YoY) and adjusted EBITDA margin of 16.8% (+1,350 bps YoY), driven by operating leverage, marketing efficiency, and manufacturing scale.
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high
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Bluestone delivered a strong Q1 FY26 with revenue of ₹492.6 crore (+41% YoY) and adjusted EBITDA margin of 16.8% (+1,350 bps YoY), driven by operating leverage, marketing efficiency, and manufacturing scale. The company turned cash positive at ₹17.5 crore vs a loss of ₹36 crore last year. Store count reached 292, with same-store sales growth of 18.4%. Management highlighted that 70-90% of store buyers browse online first, reinforcing the omni-channel flywheel. Guidance points to continued store expansion and margin improvement as new stores mature. Risk: rapid gold price volatility could dampen consumer demand and near-term same-store growth.
ब्लूस्टोन ने पहली तिमाही (अप्रैल-जून 2025) में शानदार प्रदर्शन किया। कंपनी की कमाई 492.6 करोड़ रुपये रही, जो पिछले साल से 41% ज्यादा है। कंपनी का मुनाफा (EBITDA मार्जिन) 16.8% रहा, जो पिछले साल से 13.5% ज्यादा है। यह बेहतर मार्केटिंग, मैन्युफैक्चरिंग और खर्चों पर नियंत्रण से हुआ। कंपनी ने 17.5 करोड़ रुपये नकद कमाए, जबकि पिछले साल 36 करोड़ का नुकसान था। अब 292 स्टोर हैं और पुराने स्टोरों की बिक्री 18.4% बढ़ी। 70-90% ग्राहक पहले ऑनलाइन देखते हैं, फिर स्टोर जाते हैं। कंपनी नए स्टोर खोलती रहेगी और मुनाफा बढ़ाएगी। लेकिन सोने के दाम तेजी से बढ़े तो ग्राहक कम खरीद सकते हैं।
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Store Count
292
+17 QoQ
Ended Q1 with 292 stores, up from 275 at FY25 end, reflecting continued expansion.
Same-Store Sales Growth
18.4%
+18.4% YoY
SSSG of 18.4% YoY, driven by strong demand despite elevated gold prices.
Repeat Revenue Ratio
50.7%
+50.7% of revenue
Repeat revenue ratio of 50.7% demonstrates customer stickiness and brand loyalty.
Customer Base
816,000
+816k cumulative
Customer base exceeded 816,000, reflecting strong acquisition through omni-channel.
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Guidance and risk preview
Management plans to continue rapid store rollout, leveraging omni-channel model to convert online demand.
Rapid gold price increases can pause consumer purchases; management noted customers prefer stable prices.
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