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57 per cent returns from its 52-week low: Low PE gems & jewellery stock rockets over 8 per cent on August 20; Do you own it?
Kiran Shroff
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57 per cent returns from its 52-week low: Low PE gems & jewellery stock rockets over 8 per cent on August 20; Do you own it?

The stock is up by 57 per cent from its 52-week low of Rs 170 per share.

Today, the shares of Manoj Vaibhav Gems N Jewellers Ltd surged 8.1 per cent to an intraday high of Rs 267.4 per share from its previous closing of Rs 247.4. The stock’s 52-week high is Rs 382.2 and its 52-week low is Rs 170 with a market cap of over Rs 1,240 crore. The stock is up by 57 per cent from its 52-week low of Rs 170 per share.

Manoj Vaibhav Gems 'N' Jewellers is a prominent national jewellery brand with a strong presence in South India. The company has successfully transitioned from a regional player to a dominant force by specializing in high-quality gold, diamond, and other precious metal jewellery. Catering to a loyal customer base, they operate a network of strategically located stores in Tier 2 and 3 cities. Additionally, their online platform offers a diverse range of jewellery options, including daily wear, festive wear, bridal, antique, and temple styles. To enhance the customer experience, they provide expert advice on styling and selecting the perfect pieces.

As of June 2024, the company's majority stake is owned by its promoters, holding 74.28 per cent. Foreign Institutional Investors (FIIs) own 7.96 per cent, Domestic Institutional Investors (DIIs) own 1.23 per cent, and the public holds 16.54 per cent. The company's shares have a Price-to-Earnings (PE) ratio of 14, while the industry average is 28. This indicates that Manoj Vaibhav Gems 'N' Jewellers is relatively undervalued. Furthermore, the company's Return on Equity (ROE) of 17 per cent and Return on Capital Employed (ROCE) of 16 per cent demonstrates its efficient use of capital and strong financial performance. With a solid foundation in the rural and semi-urban regions of Andhra Pradesh and Telangana, Manoj Vaibhav Gems 'N' Jewellers remains a well-established and reputable jewellery retailer.

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Earlier, Manoj Vaibhav Gems N Jewellers Ltd, a major player in the organized jewellery market, is expanding its physical footprint with 2 new stores launched on March 24, 2024, bringing its total store count to 15 (including two franchise stores) and is well-positioned to benefit from the growing middle class and online jewellery market boom.

According to its Quarterly Results, the net sales increased by 6 per cent to Rs 546.45 crore and net profit increased by 38 per cent to Rs 20.57 crore in Q4FY24 compared to Q4FY23. In its annual results, the net sales increased by 6 per cent to Rs 2,149.67 crore and net profit increased by 13 per cent to Rs 80.93 crore in FY24 compared to FY23.

Sector Update: The Indian government's recent budget has injected renewed vigour into the gems and jewellery sector. By significantly slashing customs duty on precious metals like gold, silver, and platinum, the government aims to reduce retail jewellery prices, thereby stimulating consumer demand and boosting domestic manufacturing. Additionally, the complete removal of duties on essential jewellery-making minerals, streamlined trade processes, and dedicated support for the lab-grown diamond industry create a favourable environment for growth. With these tailwinds, the sector is poised to accelerate its expansion, targeting a substantial valuation of USD 100 billion by 2027.

Disclaimer: The article is for informational purposes only and not investment advice.  

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