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IPO Lenschevron_rightIPO Explorerchevron_rightShankesh Jewellers IPO
SJ

Shankesh Jewellers IPO

Closed
Shankesh Jewellers Ltd. · SME · Book Build Issue · BSE, NSE
Price Band
₹88–93
Issue Size
₹367.18 Cr
Min Invest
₹1,18,44,600
Lot Size
160 sh
Opens
18 Aug
Closes
20 Aug
Allotment
21 Aug
Listing
25 Aug
boltListing Gain
Neutral
Probability
Moderate

The current GMP is very low (1.08% premium), and QIB and Retail subscription rates are modest, indicating weak market sentiment for significant listing gains.

descriptionExecutive Summary

Shankesh Jewellers is engaged in the business of hand-crafted gold jewellery and providing customization services to corporate and non-corporate clients. The company operates on an asset-light business model, relying on third-party job workers for production.

edit_note
Analyst Notes

While the fundamentals are robust for long-term growth, the immediate listing gain prospects are low, and the risks warrant caution.

insightsOutlook

boltListing GainNeutral
ConfidenceModerate

The current GMP is very low (1.08% premium), and QIB and Retail subscription rates are modest, indicating weak market sentiment for significant listing gains.

scheduleShort TermNeutral Positive
ConfidenceModerate

While fundamentals are strong, the weak market sentiment and potential for initial volatility post-listing suggest a neutral short-term outlook. Investors might wait for price discovery.

historyLong TermApply
ConfidenceModerate

The company demonstrates exceptional financial growth, improving margins, strong return ratios, and an attractive valuation relative to peers. These factors support long-term value creation, provided operational risks are managed effectively.

radarScore Profile

FinancialBusinessValuationGrowthGovernanceMarketRisk
75
Overall Score
75.4/100
account_balanceFinancial Strength
9.0/10
business_centerBusiness Quality
7.0/10
sellValuation
9.0/10
trending_upGrowth
9.0/10
verified_userGovernance
6.0/10
moodMarket Sentiment
4.0/10
warningRisk
4.0/10

monitoringFinancial Analysis

1630.9₹ Cr · FY24–FY26
insightsRevenue grew from 1061.9 to 1630.9 across FY24–FY26 (+53.6%).
Latest
1630.9
Low
1061.9
High
1630.9
Average
1365.6
Δ Period
+569
flagRed flag · No significant financial red flags are apparent from the provided data.
Quality Ratings
Revenue ConsistencyStrong
Profit Consistency—
EBITDA TrendStrong
Margin Trend—
Net Worth TrendStrong
Cash Flow Quality—
Working Capital—
Debt Levels—
Debt ServicingImproving
Earnings QualityHigh
Return RatiosExcellent
Profit SustainabilityImproving

sellValuation Analysis

Valuation Meter
Capital Eff.
High
Risk-adj. Return
Moderate
Pre-IPO P/E
10.24×
Post-IPO P/E
12.81×
EV / EBITDA
—
Price / Book
5.21×
ROE
50.94%
ROCE
41.57%
Competitive PositioningStrong
Relative Pricing vs PeersAverage

candlestick_chartListing Performance

schedule

Listing-day performance is not available yet. It will appear here once this IPO has listed and results are recorded.

business_centerBusiness Quality

lan
Business Model
The company operates an asset-light business model focused on hand-crafted gold jewellery and customization services, leveraging long-term relationships with local job workers (Karigars).
security
Competitive Moat
Competitive strengths include strong historical financial results, long-term relationships with job workers, an asset-light model, a wide product range, commitment to quality, established client relations, and an experienced management team.
open_in_full
Scalability
The asset-light business model offers inherent scalability, but reliance on third-party job workers and skilled Karigars could pose limitations or risks to rapid expansion.
public
Market Opportunity
The company aims to capture market opportunities in the growing jewellery industry, augment fund-based capacities, reduce debt, and invest in marketing and brand building initiatives.
star
Brand Strength
The company's clientele includes well-known names in the jewellery industry, suggesting a reputable brand and strong client trust.
memory
Technology Edge
Data Not Available (no specific information on technology edge is provided)
fence
Entry Barriers
Established relationships with major corporate clients and a reputation for quality serve as moderate entry barriers.
leaderboard
Industry Position
The company has established relations with major corporate clients like Joyalukkas, Kalyan Jewellers, indicating a strong position within the jewellery supply chain.
groups
Customer Concentration
Moderate customer concentration, with the top 10 customers contributing approximately 30-31% of revenue across recent fiscals.
local_shipping
Supplier Concentration
High supplier concentration risk, as the company is entirely dependent on third-party job workers for the production and manufacturing of all its products.

factoryIndustry Analysis

factoryJewellery Industry
Industry CAGR
3.14%
boltDrivers
  • Growing jewellery industry
  • Demand for gold jewellery
trending_upOpportunities
  • Capturing market opportunities in the growing jewellery industry
  • Expanding corporate and non-corporate client base
warningRisks
  • Volatility in the market price of gold
  • Security risks associated with transit and delivery of gold jewellery

verified_userGovernance & Ownership

Governance Health
60OF 100Moderate
Risk & Quality Ratings
Promoter Quality—
Governance RatingModerate
TransparencyModerate
Litigation Risk—
Regulatory Issues—
Dependency RiskModerate
Shareholding Pattern
Pre-Issue Promoter95.48%
Post-Issue Promoter69.53%
infoPromoter dilution of 26.0 pts post-issue.

groupsPeer Comparison

CompanyP/ERoNW / ROEROCEP/BEPS (Basic)EPS (Diluted)NAV
Shankesh Jewellers IPOThis IPO
12.81×
50.94%
41.57%
5.21×
—
—
—
Sky Gold And Diamonds Limited
35.42×
23.37%
—
—
₹18.07
₹18.06
₹77.8
Shanti Gold International Limited
9.76×
23.42%
—
—
₹21.22
₹21.22
₹83
Shankesh Jewellers Ltd.
—
50.97%
—
—
₹9.09
₹9.09
₹17.82
Shankesh Jewellers IPOThis IPO
P/E12.81×
RoNW / ROE50.94%
ROCE41.57%
P/B5.21×
Sky Gold And Diamonds Limited
P/E35.42×
RoNW / ROE23.37%
EPS (Basic)₹18.07
EPS (Diluted)₹18.06
NAV₹77.8
Shanti Gold International Limited
P/E9.76×
RoNW / ROE23.42%
EPS (Basic)₹21.22
EPS (Diluted)₹21.22
NAV₹83
Shankesh Jewellers Ltd.
RoNW / ROE50.97%
EPS (Basic)₹9.09
EPS (Diluted)₹9.09
NAV₹17.82
trending_upStrongest Peer
Sky Gold And Diamonds Limited (higher EPS, higher PE, but lower RoNW than Shankesh Jewellers Ltd.)
trending_downWeakest Peer
Shanti Gold International Limited (lower PE, but higher EPS and RoNW than Sky Gold)
Relative PricingAverage

receipt_longOffer Details

Fresh Issue
₹274.18 Cr
Offer for Sale
₹93 Cr
Total Shares
3,94,82,600
Registrar
Kfin Technologies Ltd.
Lead Managers
Aryaman Financial Services Ltd.

shopping_cartLot Size & Bidding

Min Investment
₹10.12 L
₹10,11,840
Lot Size
160 sh
shares per lot
Min Bid
160 sh
minimum to apply

B-HNI

68 lots & above
₹10.12 Lentry
Min
68 lots
10,880 sh · ₹10.12 L
Max
—
no upper limit

pie_chartReservation Breakdown

CategoryShares Offered% of IssueShare
QIB1,97,41,60050%
NII (HNI)59,22,30015%
Retail1,38,18,70035%
QIB50%
1,97,41,600 shares offered
NII (HNI)15%
59,22,300 shares offered
Retail35%
1,38,18,700 shares offered

anchorAnchor Investors

Bid Date
Aug 17, 2026
Anchor Price
₹93
Investors
14
Investor
TIGER STRATEGIES FUND 118,42,840₹17.14 Cr15.56%
NECTA BLOOM VCC-NECTA BLOOM ONE16,12,960₹15 Cr13.62%
VENUS INVESTMENTS VCC-VENUS STELLAR FUND10,75,680₹10.03 Cr9.08%
ZEAL GLOBAL OPPORTUNITIES FUND10,75,360₹10.01 Cr9.08%
ASAS GLOBAL FUND INCORPORATED VCC SUB FUND10,75,360₹10.01 Cr9.08%
UNI GROWTH FUND8,60,320₹8 Cr7.26%
SUNRISE INVESTMENT TRUST-SUNRISE INVESTMENT OPPORTUNITIES FUND5,37,760₹5 Cr4.54%
INNOVATIVE VISION TRUST5,37,760₹5 Cr4.54%
NEXUS GLOBAL OPPORTUNITIES FUND5,37,760₹5 Cr4.54%
ARNESTA GLOBAL OPPORTUNITIES FUND PCC-ARNESTA GLOBAL FUND 15,37,760₹5 Cr4.54%
NOVA GLOBAL OPPORTUNITIES FUND PCC-TOUCHSTONE5,37,760₹5 Cr4.54%
COMPACT STRUCTURE FUND5,37,760₹5 Cr4.54%
31 DEGREES NORTH GROWTH FUND5,37,760₹5 Cr4.54%
VINEY GROWTH FUND5,37,760₹5 Cr4.54%
TIGER STRATEGIES FUND 1
Shares18,42,840
Amount₹17.14 Cr
Anchor %15.56%
NECTA BLOOM VCC-NECTA BLOOM ONE
Shares16,12,960
Amount₹15 Cr
Anchor %13.62%
VENUS INVESTMENTS VCC-VENUS STELLAR FUND
Shares10,75,680
Amount₹10.03 Cr
Anchor %9.08%
ZEAL GLOBAL OPPORTUNITIES FUND
Shares10,75,360
Amount₹10.01 Cr
Anchor %9.08%
ASAS GLOBAL FUND INCORPORATED VCC SUB FUND
Shares10,75,360
Amount₹10.01 Cr
Anchor %9.08%
UNI GROWTH FUND
Shares8,60,320
Amount₹8 Cr
Anchor %7.26%
SUNRISE INVESTMENT TRUST-SUNRISE INVESTMENT OPPORTUNITIES FUND
Shares5,37,760
Amount₹5 Cr
Anchor %4.54%
INNOVATIVE VISION TRUST
Shares5,37,760
Amount₹5 Cr
Anchor %4.54%
NEXUS GLOBAL OPPORTUNITIES FUND
Shares5,37,760
Amount₹5 Cr
Anchor %4.54%
ARNESTA GLOBAL OPPORTUNITIES FUND PCC-ARNESTA GLOBAL FUND 1
Shares5,37,760
Amount₹5 Cr
Anchor %4.54%
NOVA GLOBAL OPPORTUNITIES FUND PCC-TOUCHSTONE
Shares5,37,760
Amount₹5 Cr
Anchor %4.54%
COMPACT STRUCTURE FUND
Shares5,37,760
Amount₹5 Cr
Anchor %4.54%
31 DEGREES NORTH GROWTH FUND
Shares5,37,760
Amount₹5 Cr
Anchor %4.54%
VINEY GROWTH FUND
Shares5,37,760
Amount₹5 Cr
Anchor %4.54%

show_chartGrey Market Premium

GMP Trend (last 8 sessions)
—+1.08%
The GMP has shown a declining trend, starting at ₹8.0 and falling to ₹1.0 by the allotment date.
insightsGMP eased −₹6 (−75%) over 8 sessions, peaking at ₹8 before settling at ₹2 — a +1.08% premium over issue price.
Current
₹2
High
₹8
Low
₹1
Average
₹4.1
Δ Period
−₹6
Market Sentiment
Weak

Premium gain of 1.08% over issue price.

grid_viewSubscription Demand

Category Subscription (×)
QIB
1.32×
HNI
5.68×
Retail
2.42×
Overall
2.8×
All Categories
QIB
1.32×
NII
5.68×
S-NII
6.46×
B-NII
5.29×
RII
2.42×

diversity_3Promoters

Kantilal Kheemraj Jain
Mahavir Kantilal Jain
Manoj Kantilal Jain

badgeManagement

Kantilal Kheemraj Jain
Chairman and Non-Executive Director
Mahavir Kantilal Jain
Whole Time Director
Manoj Kantilal Jain
Managing Director
Nikhil Ramesh Parmar
Non-Executive Independent Director
Sanjay Babulal Jain
Non-Executive Independent Director
Sunita Amit Modak
Non-Executive Independent Director

thumb_upKey Strengths

check

Exceptional historical financial performance with strong revenue and profit growth.

check

Significant improvement in EBITDA and PAT margins.

check

Excellent return ratios (ROE, ROCE, RoNW) well above industry averages.

check

Attractive valuation (low P/E) compared to listed peers.

check

Asset-light business model leveraging long-term relationships with job workers.

check

Established relationships with major corporate jewellery clients.

check

High promoter holding post-IPO (69.53%).

check

Experienced promoter and management team.

warningRisk Analysis

2
Critical
5
High
3
Moderate
1
Low
gpp_maybe
High dependence on third-party Jobworkers for all production, posing significant operational and quality control risks.
Critical
gpp_maybe
Volatility in the market price of gold, which can significantly affect inventory value, income, and profitability.
Critical
warning
Moderate customer concentration, with the top 10 customers contributing approximately 30-31% of revenue.
High
warning
Geographic concentration of business operations and manufacturing in a few states, exposing the company to regional economic downturns or disruptions.
High
warning
Significant indebtedness, although the Debt/Equity ratio is improving.
High
warning
Risks associated with skilled Karigars not working exclusively for the company.
High
warning
Security risks related to the transit and delivery of high-value gold jewellery.
High
error
Risk of product returns due to strict quality requirements.
Moderate
error
Potential for fraud, theft, or employee negligence affecting financial condition.
Moderate
error
Lack of detailed disclosure on the specific utilization of fresh issue proceeds.
Moderate
info
No specific material litigation or regulatory fines with significant financial impact are detailed.
Low

insightsFuture Outlook

rocket_launchBull Case
Revenue
₹2,000 Cr
PAT Margin
8%

Successful expansion of client base, deeper penetration into existing markets, effective management of operational dependencies, and continued strong demand for gold jewellery.

timelineBase Case
Revenue
₹1,850 Cr
PAT Margin
7%

Sustained growth in the domestic jewellery market, stable gold prices, and continued operational efficiency with existing client relationships.

trending_downBear Case
Revenue
₹1,500 Cr
PAT Margin
4%

Significant volatility in gold prices, increased competition, disruptions in the supply chain due to job worker dependency, or a slowdown in consumer demand for jewellery.

auto_awesomeAI Insights

auto_awesome

Positive: Exceptional revenue and PAT growth (CAGR of 23.6% and 188.7% respectively over FY24-FY26).

auto_awesome

Concern: Weak market sentiment indicated by low and declining GMP (1.08% premium).

auto_awesome

Advisory: litigation disclosed (advisory, not a specific severe matter)

auto_awesome

Listing-gain vs long-term: Neutral / Apply.

On this report