Citi lifts Kalyan Jewellers target to Rs 800, flags margin pressure

Citi retained its buy call after Kalyan Jewellers posted 45.7% June-quarter revenue growth, but said weaker margins, elevated costs and an unfavourable mix could weigh on near-term performance.

— Filed Thu, 6 Aug, 2026, 09:26 IST · Source Business Today · Latest · Updated

Citi retained its buy rating and raised Kalyan Jewellers’ target to Rs 800 from Rs 750 after strong June-quarter sales growth. It cautioned that margin compression, higher costs and unfavourable mix could pressure near-term stock performance.

Why this matters

Kalyan Jewellers recently reported Q1 FY27 PAT growth of 32% and revenue growth of 46%, kept its 134-store expansion plan, and saw ICICI Securities lift its target to Rs 680; Citi now sets Rs 800 while highlighting margins.

Retail-company signals are accelerating, up +165067% QoQ.