Analysts flag strong buy on Kalyan Jewellers at Rs 377.85 on resilient domestic demand

NDTV Profit's Ask Profit panel issued a strong buy on Kalyan Jewellers, citing attractive fundamentals and resilient domestic jewellery sales. The call sits alongside recommendations on HDFC Bank, BEL, Ashok Leyland, Cipla and Waaree Energies, but retail relevance centres on the jewellery retailer.

— Source publishedMon, 29 Jun, 2026, 22:03 IST·First seen Mon, 29 Jun, 2026, 23:09 IST·Source NDTV Profit

What happened

Analysts on NDTV Profit's Ask Profit issued a strong buy on Kalyan Jewellers, citing attractive fundamentals and resilient domestic jewellery sales, alongside

Key facts

  • Kalyan Jewellers CMP Rs 377.85
  • Ashok Leyland CMP Rs 157.36

Why this matters

Sustained analyst confidence in jewellery retail fundamentals signals a favorable backdrop for expansion, franchise additions, or consolidation moves in the organized jewellery segment.

What to watch

  • Q3/festive season sales update from company
  • Gold price spikes or sharp corrections
  • Working-capital and debt levels in quarterly filings
  • Promoter holding/pledge changes
  • Additional brokerage upgrades or target revisions
  • Monitor next quarterly results for same-store sales growth and studded jewellery mix
  • Track store-addition cadence and FOCO rollout commentary
  • Watch gold price trajectory impact on consumer demand elasticity
  • Compare relative momentum vs Titan and other listed jewellery peers