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Goldiam Reallocates ₹152.80 Cr Unutilised QIP Proceeds; Extends Store Rollout to Dec 2027
Goldiam International's Board has approved a revised deployment schedule for its ₹152.80 crore unutilised QIP proceeds (out of ₹195.21 crore net proceeds raised). The company revised its brand-exclusive retail store target from 63 to 60 stores, having already opened 25 stores by June 30, 2026. For the remaining 35 stores, ₹107.80 crore has been allocated, while General Corporate Purposes (GCP) allocation has been raised from ₹25.23 lakhs to ₹45.00 crore to cover lease rentals, advertising, and marketing. Additionally, the completion timeline has been extended by nine months from March 31, 2027 to December 31, 2027.
Confidence: HIGH
What changedGoldiam adjusted its QIP funds utilization by increasing operating/marketing allocations (GCP) to ₹45 crore, trimming target stores to 60, and pushing the completion deadline to December 31, 2027.
Why it mattersThe reallocation funds ongoing store rentals and customer acquisition for the domestic ORIGEM brand while pacing capex outlays over a longer operational runway.
Gross QIP Proceeds Raised: ₹20,204.98 lakhsUnutilised Proceeds (as of Jun 30, 2026): ₹152.80 croreAllocation for Remaining 35 Stores: ₹107.80 croreRevised GCP Allocation: ₹45.00 croreRevised Completion Timeline: December 31, 2027
📅 Short termNeutral market impact as the changes represent a tactical rescheduling and reallocation of existing cash rather than a structural shift in capital structure.
📈 Long termSuccess hinges on whether the increased spending on marketing and brand promotion translates into the targeted store payback metrics and revenue scale for the ORIGEM retail footprint in India.
⚠ Risk flags
- Execution timeline delay of 9 months to December 2027
- Substantial shift of funds (₹45 cr) towards OPEX/GCP (rentals and marketing) instead of pure capex
Key Highlights
Reallocates ₹152.80 crore in unutilised QIP proceeds out of total net proceeds of ₹195.21 crore.
Store rollout target adjusted to 60 stores (from 63), with 25 stores opened and 35 stores remaining to be established.
Allocates ₹107.80 crore towards remaining store rollouts and ₹45.00 crore towards GCP (marketing, store rentals, and brand promotion).
Deployment completion timeline extended by 9 months from March 31, 2027 to December 31, 2027.
👀 What to Watch
Track the quarterly pace of ORIGEM store additions toward the 35-store balance target and monitor store-level unit economics and payback timelines against management guidance.
Goldiam secures ₹50 cr export order for lab-grown diamond jewellery from US clients
Goldiam International has bagged international export purchase orders worth ₹50 crore from US clients for lab-grown diamond studded gold jewellery. The order is slated for completion on or before November 30, 2026, and excludes regular online order flows. Representing ~4.7% of TTM revenue (₹1,074 crore), the win provides strong near-term execution momentum and aligns with the company's shift toward high-margin lab-grown diamonds.
Confidence: HIGH
What changedGoldiam bagged a new ₹50 crore B2B export order from US clients for lab-grown diamond jewellery.
Why it mattersAdds ~4.7% of TTM revenue in near-term revenue visibility and reinforces the company's strategic focus on lab-grown diamond export growth in the US.
Order value: Rs.50 croresExecution deadline: November 30, 2026Order vs TTM revenue: ~4.7%
📅 Short termProvides strong revenue visibility for the next 3-4 months ahead of the November 30, 2026 delivery cutoff.
📈 Long termAffirms Goldiam's competitive positioning and customer relationships in the US lab-grown diamond jewellery export market.
⚠ Risk flags
- Short execution window (delivery required by Nov 30, 2026)
- US client and geographic concentration risk
Key Highlights
Secured export purchase orders worth Rs.50 crores
Orders from international clients based in the USA
Scope covers manufacturing and export of lab-grown diamond studded gold jewellery
Execution timeline set on or before November 30, 2026
Stated figure excludes regular online orders
👀 What to Watch
Monitor execution milestones ahead of the November 30, 2026 deadline and watch for margin impact in upcoming quarterly reports.
Goldiam Q1 FY27: PAT doubles to ₹74 cr; Order book grows 60% YoY to ₹225 cr
Goldiam International reported a robust Q1 FY27 with revenue reaching ₹363.7 cr and PAT doubling to ₹74 cr. The growth is primarily driven by a strategic shift to Lab-Grown Diamonds (LGD), which now account for 90.7% of the export mix. The order book as of June 30, 2026, stands at ₹225 cr, a significant increase from ₹140 cr in the previous year. EBITDA margins improved by 400 basis points to 24%, supported by a tariff refund and higher-margin product categories like bracelets and necklaces.
Confidence: HIGH
What changedThe company has successfully transitioned its export mix to over 90% Lab-Grown Diamonds and is aggressively scaling its domestic retail footprint through the ORIGEM brand.
Why it mattersThe shift to LGD and direct-to-retail sales (85-90% of US sales) structurally improves margins and reduces reliance on traditional wholesalers, while the domestic expansion provides a new growth lever.
Q1 FY27 Revenue: ₹363.7 crQ1 FY27 PAT: ₹74 crOrder Book: ₹225 crLGD Export Mix: 90.7%Cash & Equivalents vs Market Cap: 10.6%
📅 Short termThe strong earnings growth and expanded order book are likely to support positive sentiment in the coming weeks, especially heading into the seasonally strong Q2 and Q3.
📈 Long termThe structural transition to a high-margin LGD-focused model and the build-out of a domestic retail network could lead to long-term value creation if store economics remain healthy.
⚠ Risk flags
- High dependence on the US market (85-90% of sales)
- Potential volatility in Lab-Grown Diamond pricing
- Execution risk in scaling domestic retail stores
Key Highlights
EBITDA grew by 120% YoY to ₹103.9 cr in Q1 FY27.
Order book position increased to ₹225 cr, representing ~23% of TTM revenue.
Lab-grown diamond (LGD) exports reached 90.7% of the total export mix vs 87.8% YoY.
Cash and cash equivalents including investments stood at ₹456.7 cr as of June 30, 2026.
Domestic retail brand ORIGEM expanded to 26 stores, generating ₹8.16 cr in Q1 revenue.
👀 What to Watch
Investors should monitor the store-level profitability of the ORIGEM brand, specifically the target monthly sales of ₹40 lakhs per store, and the execution of geographic diversification into the Middle East and Australia.
Goldiam Q1 FY27 PAT Doubles to ₹74 Cr; Lab-Grown Diamonds Reach 91% Export Mix
Goldiam International reported a robust Q1 FY27 with consolidated revenue growing 54% YoY to ₹363.7 Cr. Profit After Tax (PAT) surged 120% YoY to ₹74 Cr, driven by a strategic shift where Lab-Grown Diamonds (LGD) now account for 90.7% of export sales. The company maintains a strong order book of ₹225 Cr for execution within 3-4 months and holds a significant cash/investment surplus of ₹456.7 Cr. A key operational moat is their 'US Product of Origin' model, which mitigates US tariff risks by performing initial casting in the United States.
Confidence: HIGH
What changedThe company has successfully transitioned from natural diamonds to a Lab-Grown Diamond (LGD) dominant mix (91%) and implemented a tariff-agnostic manufacturing model in the US.
Why it mattersThe shift to LGDs significantly improves margins (EBITDA up 121% YoY), while the US-based casting model provides a 15-25% cost advantage over competitors facing full US tariffs.
Q1 FY27 Revenue: ₹363.7 CrQ1 FY27 PAT: ₹74.0 CrOrder Book: ₹225 CrOrder Book vs TTM Revenue: 23%Cash & Investments: ₹456.7 CrLGD Export Share: 90.7%
📅 Short termThe stock may see positive sentiment due to the 120% PAT growth and a healthy order book that provides revenue visibility for the next 3-4 months.
📈 Long termThe structural shift toward high-margin LGDs and the aggressive expansion of the domestic ORIGEM brand (B2C) could lead to a sustained re-rating of the business.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- High geographic concentration in the US market
- Potential volatility in LGD realisations
- Execution risk in scaling domestic retail stores
Key Highlights
Consolidated PAT grew 120% YoY to ₹740 Mn (₹74 Cr) in Q1 FY27.
Lab-Grown Diamond jewellery share in exports increased to 90.7% from 87.8% YoY.
Order book stands at ₹2,250 Mn (₹225 Cr), representing approximately 23% of TTM revenue.
EBITDA margins expanded to 28.6% (24% on a steady-state basis post-tariff refund calibration).
Domestic retail brand ORIGEM expanded to 26 stores across 13 Indian cities.
👀 What to Watch
Investors should monitor the execution of the ₹225 Cr order book over the next quarter and the store-level profitability of the ORIGEM retail expansion in India.
120% PAT Growth: Goldiam Q1 FY27 Revenue jumps 54% to ₹363.7 Cr on LGD Export Surge
Goldiam International reported a robust Q1 FY27 with consolidated revenue rising 54% YoY to ₹363.7 Cr and PAT doubling to ₹74 Cr. Growth was primarily driven by B2B diamond-studded jewellery exports, with Lab-Grown Diamonds (LGD) now constituting 90.7% of the export mix. While reported EBITDA margins reached 28.6%, the company highlighted a steady-state margin of 24% after adjusting for a one-time tariff refund. The company maintains a strong liquidity position with ₹456.7 Cr in cash and investments, representing approximately 11% of its market capitalization.
Confidence: HIGH
What changedGoldiam has successfully transitioned its export mix almost entirely to Lab-Grown Diamonds (90.7%) and reported a significant earnings beat driven by operational efficiencies and a one-time tariff refund.
Why it mattersThe shift to LGDs typically offers better margins than natural diamonds. The company's ability to maintain high margins (24% steady-state) while growing revenue by 54% indicates strong pricing power and successful mitigation of US tariff issues through their hybrid casting model.
Q1 FY27 Revenue: ₹363.7 CrQ1 FY27 PAT: ₹74.0 CrSteady-state EBITDA Margin: 24%Order Book: ₹225.0 CrCash & Investments vs Market Cap: 11.07%LGD Export Contribution: 90.7%
📅 Short termThe stock is likely to react positively to the 120% PAT growth and the strong order book, reflecting high execution visibility for the next two quarters.
📈 Long termThe structural shift toward LGDs and the expansion into domestic retail (ORIGEM) could lead to a long-term re-rating if the company successfully scales its Indian footprint while maintaining US B2B dominance.
⚠ Risk flags
- High geographic concentration in the US market
- Potential volatility in Lab-Grown Diamond prices
- Execution risk in the domestic retail rollout
Key Highlights
Consolidated Revenue increased 54% YoY to ₹3,637 million for Q1 FY27.
Profit After Tax (PAT) surged 120% YoY to ₹740 million, with EPS rising to ₹6.55.
Lab-Grown Diamond (LGD) jewellery exports reached 90.7% of the total export sales mix vs 87.8% YoY.
Order book position as of June 30, 2026, stands at ₹2,250 million, approximately 23% of TTM revenue.
Domestic retail brand ORIGEM expanded to 26 stores, generating ₹81.56 million in quarterly revenue.
👀 What to Watch
Investors should monitor the sustainability of the 24% steady-state EBITDA margin in upcoming quarters and the pace of store additions for the ORIGEM brand. Watch for any changes in US consumer sentiment as the US remains the primary market for their B2B exports.
120% PAT Growth: Goldiam Reports ₹74 Cr Profit in Q1 FY27 as LGD Exports Hit 90.7% Mix
Goldiam reported a strong Q1 FY27 with consolidated revenue growing 54% YoY to ₹363.7 Cr and PAT doubling to ₹74 Cr. The growth was driven by a shift towards Lab-Grown Diamonds (LGD), which now constitute 90.7% of the export mix compared to 87.8% last year. While margins were boosted by a tariff refund to 28.6%, the steady-state EBITDA margin remains healthy at 24%, up 400 bps YoY. The company maintains a solid order book of ₹225 Cr and a strong cash position of ₹456.7 Cr.
Confidence: HIGH
What changedGoldiam delivered a significant earnings beat with PAT growing 120% YoY, supported by a 90.7% shift to Lab-Grown Diamonds in its export mix.
Why it mattersThe transition to LGDs is structurally improving margins, while the 'US Product of Origin' status provides a competitive moat against tariffs in its primary US market.
Q1 Revenue: ₹363.7 CrQ1 PAT: ₹74.0 CrQ1 Revenue vs TTM Revenue: 37.2%LGD Export Mix: 90.7%Order Book: ₹225.0 CrCash & Equivalents: ₹456.67 Cr
📅 Short termLikely positive market reaction to the 120% PAT growth and strong margin performance despite one-off tariff benefits.
📈 Long termThe company is successfully pivoting from natural to lab-grown diamonds, which offers higher margins and better scalability in the US B2B market.
⚠ Risk flags
- High dependence on US market
- LGD pricing volatility
- Retail execution risk for ORIGEM brand
Key Highlights
Consolidated PAT surged 120% YoY to ₹74.0 Cr in Q1 FY27
Lab-Grown Diamond (LGD) jewellery now accounts for 90.7% of the export sales mix
Steady-state EBITDA margin improved by 400 basis points to 24% excluding one-off tariff refunds
Order book stands at ₹225.0 Cr as of June 30, 2026
Cash and investments reached ₹456.67 Cr, representing approximately 11% of current market capitalization
👀 What to Watch
Watch for the sustainability of the 24% steady-state EBITDA margin and the pace of store additions for the ORIGEM brand, which currently has 26 operational stores.
26th ORIGEM Store Opened: Goldiam Expands LGD Retail Footprint in Gurugram
Goldiam International has launched its 26th 'ORIGEM' retail store in Gurugram, Haryana, as part of its domestic expansion strategy for lab-grown diamond (LGD) jewellery. This move aligns with the company's shift toward high-margin LGD products, which already constitute 90% of its export mix. While the company's TTM revenue stands at ₹978 Cr, the domestic retail segment is being scaled with a target of ₹40 lakhs monthly sales per store and a payback period of under 3 years. This expansion helps diversify revenue away from its primary US B2B export market.
Confidence: HIGH
What changedGoldiam has added its 26th physical retail location, marking a continued push into the Indian B2C lab-grown diamond market.
Why it mattersThe domestic retail expansion reduces dependence on US B2B exports and leverages the company's integrated LGD supply chain for higher-margin consumer sales.
Total ORIGEM Stores: 26Target Monthly Sales per Store: ₹40 lakhsTarget Payback Period: < 3 yearsTTM Revenue: ₹978 CrOperating Profit Margin: 20.5%
📅 Short termThe announcement confirms steady execution of the retail rollout strategy, which is likely to be viewed positively by the market as it builds brand equity.
📈 Long termSuccessful scaling of the ORIGEM brand could structurally improve margins and provide a valuation re-rating as the business shifts from B2B manufacturing to a B2C retail model.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk in a highly competitive Indian retail jewellery market
- High dependence on consumer sentiment for LGD vs natural diamonds
Key Highlights
Opened the 26th retail store under the brand name 'ORIGEM' on August 3, 2026.
New store is located at DLF Summit Plaza, Gurugram, expanding the footprint in the NCR region.
Company targets a payback period of less than 3 years for these domestic retail stores.
Internal targets for ORIGEM stores include monthly sales of approximately ₹40 lakhs per outlet.
LGD jewellery exports grew from 77% to 90% of export value YoY, supporting the shift to retail LGD.
👀 What to Watch
Investors should monitor the quarterly revenue contribution from the domestic retail segment to see if the 'ORIGEM' brand is achieving its ₹40 lakh monthly sales target per store.
Rs 60 Cr Export Order for Lab-Grown Diamond Jewellery from US Clients
Goldiam International has secured new export orders worth Rs 60 crores from international clients in the USA for lab-grown diamond (LGD) studded gold jewellery. These orders are scheduled for completion by October 31, 2026, providing clear revenue visibility for the next two quarters. The order value represents approximately 6.1% of the company's TTM revenue of Rs 978 crores. This win excludes the company's regular online orders and aligns with its strategy to focus on the high-margin LGD segment.
Confidence: HIGH
What changedGoldiam has added a specific Rs 60 crore bulk export contract to its order book, separate from its routine online sales channels.
Why it mattersThis order validates Goldiam's strategy of deepening penetration into the US corporate B2B market and its transition toward a 90% Lab-Grown Diamond export mix, which is a key driver for margin expansion.
Order value: Rs 60 croresOrder vs TTM revenue: ~6.1%Execution deadline: October 31, 2026TTM Revenue: Rs 978 CrOperating Profit Margin: 20.5%
📅 Short termThe announcement provides positive sentiment and revenue visibility for the first half of the fiscal year, likely supporting the stock price in the near term.
📈 Long termThe consistent win of LGD-focused orders supports the company's long-term structural shift toward higher-margin products and its goal of 15-20% growth.
⚠ Risk flags
- High dependence on the US market
- Vulnerability to US tariff actions
- Gold price volatility affecting demand segments
Key Highlights
New export order worth Rs 60 crores secured from USA-based international clients
Order execution timeline set for completion on or before October 31, 2026
Order value constitutes ~6.1% of the TTM revenue of Rs 978 crores
Focus remains on Lab-Grown Diamond (LGD) jewellery, which offers superior margins compared to natural diamonds
The announced figure is exclusive of the company's ongoing online order flow
👀 What to Watch
Investors should track the execution of this order in the upcoming Q2 and Q3 FY27 results and monitor the company's ability to maintain its 20.5% operating margins as it scales LGD exports.
1:3 Bonus Issue Approved: Goldiam International Shareholders Pass Resolution
Goldiam International shareholders have officially approved a 1:3 bonus issue, meaning one new equity share will be issued for every three existing shares held. The resolution was passed with 100% of the 6.64 crore votes polled in favor, reflecting unanimous support from participating shareholders. This move will increase the company's total equity base from 11.29 crore shares to approximately 15.05 crore shares. The corporate action follows a strong financial period where the company reported TTM revenue of Rs 978 Cr and a healthy OPM of 20.5%.
Confidence: HIGH
What changedShareholders have formally authorized the issuance of bonus shares, moving the proposal from board-approved to shareholder-sanctioned.
Why it mattersThe bonus issue increases the number of outstanding shares, which typically improves stock liquidity and makes the share price more accessible to retail investors without altering the company's underlying fundamentals.
Bonus Ratio: 1:3Total Votes in Favour: 66,417,080Total Shareholders: 78,420Pre-bonus Equity Base: 112,917,844 shares
📅 Short termThe stock may experience increased trading volume and positive sentiment in the weeks leading up to the record date.
📈 Long termLimited structural impact; while it improves liquidity, the long-term value remains dependent on the company's transition to high-margin Lab-Grown Diamonds.
Key Highlights
Approved bonus issue in the ratio of 1:3 (one new share for every three held).
100% of the 6,64,17,080 votes polled were in favor of the resolution.
Total number of shareholders as of the May 29, 2026 cut-off date was 78,420.
Promoter group voted 6,60,72,060 shares entirely in favor of the proposal.
👀 What to Watch
Investors should watch for the announcement of the 'Record Date' to determine eligibility for the bonus shares and the subsequent adjustment in the stock price.
Goldiam International Reaches Milestone with Opening of 25th ORIGEM Retail Store in Udaipur
Goldiam International has announced the opening of its 25th retail store for lab-grown diamond (LGD) jewellery under the brand name 'ORIGEM'. The new outlet is located at Urban Square Mall in Udaipur, Rajasthan, and opened to the public on June 8, 2026. This expansion reflects the company's strategic shift toward the high-margin LGD retail segment across major Indian markets. The company continues to strengthen its physical footprint, having already established stores in cities like Mumbai, Bengaluru, Delhi, and Chennai.
Key Highlights
Opening of the 25th retail store under the 'ORIGEM' brand name.
New store located at Urban Square Mall, Udaipur, Rajasthan, operational from June 8, 2026.
Expansion strategy targets key markets including Mumbai, Bengaluru, Noida, and Kolkata.
Focus remains on scaling the lab-grown diamond jewellery segment to enhance customer engagement.
👀 What to Watch
Investors should monitor the company's ability to scale its retail footprint and the subsequent impact on operating margins. The aggressive expansion in the lab-grown diamond segment is a positive indicator of long-term growth potential in a high-margin niche.
Goldiam International Announces 1:3 Bonus Issue; Seeks Shareholder Approval via Postal Ballot
Goldiam International Limited has issued a postal ballot notice to seek shareholder approval for a 1:3 bonus share issuance. Eligible shareholders will receive one new fully paid-up equity share of ₹2 for every three existing shares held. The company plans to capitalize approximately ₹7.53 crore from its reserves, including capital redemption reserves and retained earnings. The e-voting period for shareholders is scheduled from June 2, 2026, to July 1, 2026.
Key Highlights
Proposed bonus issue ratio of 1:3 (1 new share for every 3 shares held).
Capitalization of reserves amounting to a maximum of ₹7,52,78,562.
The e-voting period concludes on July 1, 2026, which will be the deemed date of passing the resolution.
Bonus shares will be issued with a face value of ₹2 each and will rank pari-passu with existing shares.
The move aims to capitalize reserves and potentially increase the liquidity of the stock in the market.
👀 What to Watch
Investors should participate in the e-voting process and watch for the announcement of the 'Record Date' to qualify for the bonus shares. Note that while the share count increases, the market price will adjust proportionally on the ex-bonus date.
Goldiam FY26 Revenue Crosses ₹1,000 Cr; PAT Up 45.7% with 1:3 Bonus Issue
Goldiam International reported its highest-ever annual performance for FY26, with consolidated revenue crossing the ₹1,000 crore milestone to reach ₹12,123 million, a 27.5% YoY increase. Net profit for the year surged by 45.7% to ₹1,705.9 million, while Q4 PAT grew significantly by 61% YoY. The company's focus on lab-grown diamond (LGD) jewelry remains strong, contributing 88.3% to Q4 export sales. Additionally, the board has recommended a 1:3 bonus share issue to reward shareholders.
Key Highlights
Consolidated FY26 revenue grew 27.5% YoY to ₹12,123 million, crossing the ₹1,000 crore mark for the first time.
Full-year PAT increased by 45.7% to ₹1,705.9 million, with Q4 PAT surging 61% to ₹372 million.
EBITDA margins remained robust at 24.3% for FY26, driven by the hybrid casting model and LGD jewelry focus.
The company recommended a 1:3 bonus issue and maintains a strong order book of ₹2,000 million.
Retail brand ORIGEM expanded to 24 stores, with plans to add 8-10 more by September 2026.
👀 What to Watch
Investors should view the record-breaking performance and the shift towards high-margin lab-grown diamond jewelry as a strong growth indicator. The 1:3 bonus issue and robust order book provide further confidence in the company's mid-term outlook.
Goldiam Reports Record FY26 Revenue of ₹1,021 Cr; Proposes 1:3 Bonus Issue
Goldiam International achieved a historic milestone in FY26, with consolidated revenue crossing ₹1,000 crore for the first time, growing 28% YoY. The company's strategic shift towards Lab-Grown Diamonds (LGD) is yielding high returns, with LGD jewellery now accounting for 88% of Q4 export revenue. Profitability saw a significant boost as FY26 PAT rose 46% to ₹1,706 million, supported by EBITDA margins expanding to 24.3%. To reward shareholders, the board has proposed a 1:3 bonus issue, backed by a robust cash and investment position of ₹4,934 million.
Key Highlights
Consolidated FY26 revenue grew 28% YoY to ₹10,212 million, crossing the ₹1,000 crore mark for the first time.
FY26 PAT surged 46% YoY to ₹1,706 million with a PAT margin expansion of 208 bps to 16.7%.
Lab-grown diamond (LGD) jewellery share in Q4 FY26 export revenue reached 88% compared to 82% in Q4 FY25.
Proposed bonus share issue in the ratio of 1:3 and maintained a strong order book of ₹2,000 million.
Retail brand ORIGEM expanded to 24 operational stores across 12 cities, with 8 more stores in the pipeline.
👀 What to Watch
Investors should capitalize on Goldiam's successful transition to a high-margin LGD-led model and its 'tariff-agnostic' US manufacturing strategy. The combination of record earnings, a 1:3 bonus issue, and a disciplined 50%+ dividend payout policy makes it a strong pick in the gems and jewellery sector.
Goldiam FY26 PAT Jumps 45.7% to ₹170.6 Cr; Proposes 1:3 Bonus Issue
Goldiam International reported its highest-ever annual performance for FY2026, with revenue crossing the ₹1,000 crore milestone for the first time. The company's consolidated net profit surged 45.7% YoY to ₹1,705.9 million, while Q4 PAT grew by an impressive 61% YoY. To reward shareholders, the board has recommended a bonus issue in the ratio of 1:3. The company has successfully mitigated US tariff risks through a dual manufacturing model and is aggressively expanding its domestic lab-grown diamond brand, ORIGEM, which now operates 24 stores.
Key Highlights
Consolidated FY26 revenue grew 27.5% YoY to ₹10,212.3 million, surpassing the ₹1,000 crore mark.
Annual PAT rose 45.7% YoY to ₹1,705.9 million, with Q4 FY26 PAT surging 61% to ₹372 million.
Board proposed a 1:3 bonus issue (1 new share for every 3 existing shares) subject to approval.
EBITDA margins improved by 155 bps YoY to 24.3% for the full year FY26.
Domestic retail brand ORIGEM doubled its footprint to 24 stores, with 8 more expected by September 2026.
👀 What to Watch
The record financial performance and bonus issue signal strong management confidence and operational resilience. Investors should monitor the scaling of the ORIGEM brand and the continued success of the 'tariff agnostic' US strategy as key growth drivers.
Goldiam Reports Record FY26 PAT Up 46% to ₹170.6 Cr; Announces 1:3 Bonus Issue
Goldiam International achieved its highest-ever annual performance in FY26, with consolidated revenue crossing the ₹1,000 crore mark at ₹10,212.3 million. The company reported a robust 45.7% growth in annual PAT to ₹1,705.9 million, driven by a 36.2% increase in EBITDA. To reward shareholders, the board has recommended a 1:3 bonus issue. Strategically, the company has mitigated US tariff risks through domestic US casting and is rapidly expanding its Indian retail brand, ORIGEM, which now has 24 operational stores.
Key Highlights
FY26 Consolidated Revenue grew 27.5% YoY to ₹10,212.3 million, crossing the ₹1,000 crore milestone for the first time.
Annual PAT surged 45.7% YoY to ₹1,705.9 million with EBITDA margins improving by 155 bps to 24.3%.
Board recommended a 1:3 bonus issue (1 share for every 3 held), with the process expected to be completed by July 25, 2026.
Cash and cash equivalents including investments stood strong at ₹4,933.92 million as of March 31, 2026.
The ORIGEM retail brand doubled its footprint to 24 stores across 12 cities, with 8 more stores planned by September 2026.
👀 What to Watch
Investors should consider the record financial performance and bonus issue as a strong signal of operational health and management confidence. The company's successful 'tariff agnostic' strategy in the US and aggressive retail expansion in India provide a positive long-term outlook.
Goldiam Reports Record FY26 Results; Announces 1:3 Bonus Issue
Goldiam International delivered its strongest financial performance to date in FY26, with consolidated revenue crossing the ₹1,000 crore mark to reach ₹10,212.3 million, a 27.5% YoY increase. Net profit surged by 45.7% to ₹1,705.9 million, supported by EBITDA margins expanding to 24.3%. In a move to reward shareholders, the board has approved a bonus issue in the ratio of 1:3. Strategically, the company has mitigated US tariff risks by shifting casting operations to the US, making its exports 'tariff agnostic' while simultaneously doubling its domestic retail footprint to 24 stores.
Key Highlights
Achieved record consolidated revenue of ₹10,212.3 million in FY26, up 27.5% YoY.
Consolidated PAT grew 45.7% YoY to ₹1,705.9 million with a PAT margin of 16.7%.
Approved a 1:3 bonus issue, involving the issuance of approximately 3.76 crore equity shares.
EBITDA for FY26 stood at ₹2,486.7 million, growing 36.2% with margins at 24.3%.
Domestic retail brand ORIGEM expanded to 24 stores across 12 cities, with 8 more stores planned by September 2026.
👀 What to Watch
Investors should look favorably on the record earnings and the bonus issue, which reflect strong management execution and a robust balance sheet with over ₹493 crore in cash and investments. The company's ability to navigate US tariffs through domestic US manufacturing provides a significant competitive advantage in its primary export market.
Goldiam Reports Record FY26 Revenue of ₹1,021 Cr, PAT Up 46%, and 1:3 Bonus Issue
Goldiam International achieved a significant milestone in FY26, with consolidated revenue crossing the ₹1,000 crore mark for the first time, growing 28% YoY to ₹10,212 million. Profitability saw a sharp increase as PAT rose 46% YoY to ₹1,706 million, supported by a strategic shift toward Lab Grown Diamonds (LGD), which now represent 88% of export revenue. The company announced a 1:3 bonus issue and is scaling its domestic retail brand 'ORIGEM' to 32 stores by September 2026. With a zero net-debt status and cash reserves of ₹4,934 million, the company demonstrates strong financial resilience.
Key Highlights
Consolidated Revenue crossed ₹10,000 million for the first time in company history, up 28% YoY.
FY26 PAT surged 46% YoY to ₹1,706 million with PAT margins improving by 208 bps to 16.7%.
Lab Grown Diamond (LGD) jewellery share in Q4 export revenue increased to 88% from 82% YoY.
Board proposed a bonus issue of shares in the ratio of 1:3 to reward shareholders.
Order book stands at ₹2,000 million as of March 31, 2026, to be executed within 3-4 months.
👀 What to Watch
Investors should note the successful transition to a high-margin LGD-led model and the aggressive domestic retail expansion via ORIGEM as key growth drivers. The robust cash position and bonus issue reflect strong management confidence in future cash flows.
Goldiam Reports No Impact from 15% Gold Customs Duty Hike Due to SEZ Status
Goldiam International has clarified that the recent hike in gold customs duty to 15% will not affect its financial performance. The company operates within the Santacruz Electronics Export Processing Zone (SEEPZ), a Special Economic Zone, which grants it exemptions from such duties. This ensures that its cost structure remains stable despite the broader industry's tax increase of 10% Basic Customs Duty and 5% cess. Investors can expect the company's export-oriented profitability to remain insulated from this specific regulatory change.
Key Highlights
Customs duty on gold increased to 15%, comprising 10% Basic Customs Duty and 5% cess
Goldiam operates from SEEPZ (SEZ), maintaining eligibility for full duty exemptions
Management confirms zero material impact on operations, financial performance, or profitability
The company's export-focused business model remains insulated from domestic tax changes
👀 What to Watch
Investors should view this as a competitive advantage for Goldiam over domestic-focused players as its SEZ status protects margins from rising import costs. The stock remains a strong play on export demand without the headwind of increased raw material taxes.
Goldiam Launches India's First Digital 3D Ring Builder for Lab-Grown Diamonds
Goldiam International has launched India's first indigenous Digital 3D Ring Builder for its retail brand, Origem, allowing customers to design bespoke lab-grown diamond rings in real-time. The platform offers extensive customization with 6 ring styles, 9 stone shapes, and 6 sizes, integrated with IGI-certified lab-grown diamonds. This move signifies Goldiam's strategic shift to leverage its global manufacturing expertise for the domestic B2C market. The technology is available both online and in-store, aiming to enhance customer engagement and transparency in the high-growth lab-grown diamond segment.
Key Highlights
First-of-its-kind 3D platform in India for real-time bespoke ring visualization and ordering
Offers customization across 6 ring styles, 9 stone shapes, and 6 sizes in 10/14K gold
Integrated with the ORIGEM brand to drive domestic sales of IGI-certified lab-grown diamonds
Omni-channel deployment across digital storefronts and physical retail locations to boost B2C reach
👀 What to Watch
Investors should monitor how this tech-led B2C expansion impacts Goldiam's margins and domestic market share in the lab-grown diamond segment. The stock remains a key play on the LGD theme with improving retail integration.
Goldiam International Opens New ORIGEM Store in Mumbai; Total Store Count Reaches 24
Goldiam International has commenced operations of a new retail store for its lab-grown diamond brand, ORIGEM, at Infiniti Mall, Malad, Mumbai, as of April 13, 2026. This new outlet replaces the previously closed Borivali store, which was shut down due to building redevelopment. The relocation to a high-footfall mall is a strategic move intended to capture better business potential and enhance customer engagement. Following this opening, the company's total count of fully operational retail stores has reached 24.
Key Highlights
New ORIGEM retail store opened at Infiniti Mall, Malad, on April 13, 2026
The store replaces the Borivali location which was closed due to building redevelopment
Total number of fully operational retail stores now stands at 24
Strategic shift to high-footfall mall locations to boost lab-grown diamond jewellery sales
👀 What to Watch
Investors should view this as a positive step in Goldiam's transition toward a high-margin B2C retail model in the lab-grown diamond segment. Monitor the company's ability to scale the ORIGEM brand across premium locations to drive future revenue growth.
