Shipments have been stuck at customs since the start of the financial year on April 1, ensnared by administrative bottlenecks and a lack of clarity over taxes
India's gold investment demand jumped 54 per cent to 82 tonnes between January and March, overtaking jewellery for the first time since 2000, while jewellery's share fell to a record low 44 per cent
Titan, Kalyan Jewellers, Sky Gold and Thangamayil Jewellery can potentially rally up to 15 per cent from here, believes Om Mehra, technical research analyst at SAMCO Securities.
Titan's domestic jewellery business delivered strong revenue growth in Q4 owing to the upcoming wedding season, festivals such as Gudi Padwa and Eid during the quarter, said ICICI Securities.
In the Q4FY26, Senco Gold reported a revenue growth of 46 per cent year-on-year (Y-o-Y), leading to a 35 per cent Y-o-Y growth for FY26 as compared to 21 per cent Y-o-Y growth in FY25
Additionally, the share of gold loans in overall retail loans of banks has now doubled to 6 per cent (January 2026), from 3 per cent as of January 2025
Changes shift gold jewellery limits to a weight-based system and remove value caps on personal electronics to improve traveller convenience
The value of gold, the note said, is only 60 - 70 per cent of the jewellery purchase price. The weak performance of diamonds, which form a meaningful part of the jewellery purchase price, caps gains.
Technical charts suggest that shares of gold loan firms, which have surged over 50% so far in 2025, could rally another 17% from here; while a likely mixed outlook for jewellery makers and sellers.
Tanishq is promoting jewellery exchange as the best way to buy gold amid soaring prices, with Sachin Tendulkar as brand partner, and expects strong festive and wedding demand
With gold climbing past ₹1 lakh, jewellers balance budgets and tradition through discounts and exchanges
Asthana added that the tie-up will extend the Sabyasachi experience digitally to over 20,000 zip codes without compromising storytelling or service
Shanti Gold IPO: The unlisted shares of Shanti Gold International were trading at ₹238 in the grey market, commanding a premium of ₹39 or 19.6 per cent
Shanti Gold International IPO: The company aims to raise ₹360.11 crore through a fresh issue of 18.1 million equity shares. Check key dates, price band, lot size, objective, financials here
Consumers are favouring chains over independent jewellers, shopping frequently, and spending more on gifts, Kalyan Jewellers' Executive Director Ramesh Kalyanaraman said in an interview
Domestic gold prices hit a record high of ₹99,358 per 10 grams earlier this month
With budgets under strain, shoppers are turning to old jewellery to meet new needs
However, still, the stock quotes 31 per cent lower when compared with its all-time high price of Rs 794.60 hit on January 1.
The Gem & Jewellery Export Promotion Council (GJEPC) on Saturday reported a 12 per cent jump in gold jewellery exports during the current fiscal, contrasting with a 10 per cent decline in diamond exports over the first nine months. The apex trade body expressed optimism about a turnaround in diamond exports, particularly in the US, which accounts for nearly half of the total exports. The exports of cut and polished diamonds between April and November of FY25 dropped by 18.8 per cent to USD 8,980.2 million compared to the same period the previous year. China's sluggish demand remains a concern for diamond exports, officials said on Saturday. Nonetheless, a five per cent surge in US demand during the Thanksgiving festival provided some relief for December month, they said. "We believe the worst is behind us, with a 10 per cent decline in the first nine months of this fiscal. With the new government in the US under Donald Trump, we are optimistic about a revival in demand and expect .
About 30 kg of gold was allegedly robbed at gunpoint from the branch of a gold loan company in Odisha's Sambalpur city, police said on Saturday. The robbery took place at Manappuram Finance's branch on Budharaja Main Road on Friday morning, they said. Besides the gold, the robbers took away over Rs 4 lakh in cash, they added. The gang of robbers barged into the branch just after it had opened. Three employees were held at gunpoint, while the hands and feet of the branch manager were tied, police said. While some of the robbers were busy holding the staff of the branch hostage, the others of the gang acquired the keys and password to the vault and robbed the gold jewellery and cash. Some of them were also guarding the branch outside, according to the FIR. "There were around 7-10 robbers and they were wearing helmets and masks. They fled the spot on motorcycles soon after the robbery," said SDPO Tophan Bag. He said the CCTV footage of the area was being scanned and the employees of