The Smartkarma Podcast

Kalyan Jewellers Under the Lens


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Smart Calls with Smartkarma | Kalyan Jewellers Under the Lens


Franchise expansion. Capital redeployment. What’s really behind Kalyan Jewellers’ growth strategy?


Pranav Rao speaks with Pranav Bhavsar, who flags key investor watchpoints from the latest earnings call


• Pause in debt reduction to free up real estate collateral

• Faster supplier payments without clear ROC impact

• Franchise model delivering lower margins vs peers


With the AGM approaching, investors have a prime chance to press management on their capital allocation decisions.


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Read the Insight - https://on.skr.ma/4fBovPi

Pranav Bhavsar - https://on.skr.ma/4mLGg12


This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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