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Lalithaa Jewellery Mart Limited

Closed
NSE Mainboard

17–19 Aug 2026

Price band ₹190–₹201
GMP
Subscribed 62.97×
↓ Download IPO analysis PDF

Updated 2026-08-21 (IST)

Subscriptionexchange2d old
QIB 145.38×
NII (total) 73.90×
Retail 11.81×
Employees 8.55×
Offer document (DRHP) ↗not cross-checked

Business overview

We are a jewellery retailer operating under the brand name 'Lalithaa', offering a diverse range of gold jewellery, silver jewellery, and diamond jewellery across styles, designed to cater to regional preferences of the southern Indian jewellery markets.

EBITDA margin
6.7%
Debt / Equity
0.55x
OFS share
29%
[~] Profit not converting to cash — Operating cash flow is -39% of profit after tax. Less than half of reported profit arrived as cash — usually receivables or inventory build.
[+] Strong revenue growth — Revenue compounded 286% a year over 2 years. Revenue compounding above 20% a year.

Profit & Loss

Rs crore  ·  Annual

Latest year highlighted in green. Sparklines show the trend.

FY24FY25FY26
Sales 1,67916,89725,024
Operating Profit 6807401,674
OPM % 4.0%4.4%6.7%
Net Profit 3603651,010
Total Debt 8249491,604

Offer structure

Fresh issue 71% Offer for sale 29%

Total: ₹1,700 cr. Fresh issue proceeds go to the company; OFS proceeds go to selling shareholders.

Use of proceeds

Promoters

Strengths & risks

Company-stated strengths and disclosed risk factors from the offer document.

Strengths
  • Strong regional presence with deep penetration in high-growth South Indian markets evidenced by operating revenue growth between Fiscal 2024 to Fiscal 2026. (p.251)
  • Brand catering to the mass and value-conscious segment with own manufacturing. (p.252)
  • Brand pull in Tier II and Tier III cities in southern India with focus on quality, craftsmanship and original designs. (p.254)
  • Large Format Stores and Medium Format Stores driving scale. (p.256)
  • Robust customer base owing to diverse range of jewellery schemes. (p.258)
Risks
  • Our revenues have been significantly dependent on sale of gold jewellery, which accounted for 92.33%, 94.58% and 93.96% of our revenue from operations, for the Financial Years 2026, 2025 and 2024, respectively. (p.27)
  • We have experienced negative cash flows from operating activities of ₹ 3,977.62 million and ₹ 180.02 million in Fiscal 2026 and in Fiscal 2024 respectively. (p.28)
  • We receive advances from our customers under various schemes introduced by us, which amount to more than 10% of our revenue from operations. (p.29)
  • Our Company had a total outstanding borrowings of ₹ 12,381.00 million as of June 30, 2026, and financing agreements contain restrictive covenants. (p.29)
  • We are dependent on our top three suppliers of raw materials who have contributed 58.03%, 67.20% and 66.98% in Fiscals 2026, 2025 and 2024, respectively. (p.35)

Peer comparison — DRHP median P/E 16.8x

Live BSE prices
Company CMP P/E OPM% ROE% Source
Kalyan Jewellers India Limited Rs 595 -1.2% 42.8x 6.3% 31.1% live
Manoj Vaibhav Gems N Jewellers Limited Rs 148.3 -1.7% 7.1x 7.0% 18.3% live
PC Jeweller Limited Rs 9.67 +0.4% 12.1x 23.6% 21.1% live
P N Gadgil Jewellers Limited Rs 603.9 -0.6% 19.9x 7.9% 30.7% live
Senco Gold Limited Rs 331.65 -1.5% 9.5x 7.9% 41.1% live
Thangamayil Jewellery Limited Rs 5,507.7 +0.3% 46.3x 5.4% 75.8% live
Titan Company Limited Rs 5,064 +0.3% 78.0x 14.9% 35.4% live
Tribhovandas Bhimji Zaveri Limited Rs 247.8 -1.4% 7.7x 8.7% 33.9% live

P/E from offer document where live data unavailable. Not a fair-value judgement.

Market & competition

Our Company had the highest operating revenue per store amongst key organised jewellery players in India, at ₹ 4,102.28 million, ₹ 2,816.22 million and ₹ 3,167.56 million for Fiscal 2026, for Fiscal 2025 and for Fiscal 2024 respectively. Our market share in the southern states of India was 4.97% in Fiscal 2026, 5.13% in Fiscal 2025, and 6.46% in Fiscal 2024.

Future outlook

We intend to continue expanding in southern India in new markets where our presence is comparatively low, and strengthening our presence in Tier II and Tier III cities. We also plan to increase our focus on studded gold jewellery going forward as these products have widened the consumer base and typically have a higher gross margin profile.

Sources & method

Subscription and issue data come from the NSE and BSE exchange feeds, with the third-party aggregator, clearly labelled, where an exchange feed is unreachable. DRHP analysis is extracted from the offer document itself, every figure cited to its page. Each figure on the page carries its source and its timestamp.

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