Changing consumer behaviour, rising gold prices and faster buying cycles are driving demand for lightweight, high-rotation jewellery, forcing retailers to rethink inventory planning, merchandising strategies and sales approaches.

Shringar House of Mangalsutra Limited reported unaudited Q3 FY26 results on February 12, 2026, in Mumbai, with revenue at Rs. 658.9 crore, driven by gold price movements and domestic demand.

India’s gem and jewellery exports totalled $23.19 billion in April–January 2026, down 0.64% year-on-year, as US shipments fell 45%, while a new India–US trade framework restores 18% tariff access.

Lab-grown diamond jewellery startup Ethera has secured Rs 25 crore from strategic investor BlueStone to accelerate store expansion, strengthen omnichannel operations, and scale its design-led growth strategy across key Indian markets.

As margin pressure, price volatility and shifting customer behaviour reshape jewellery retail, habitual discounting is eroding authority and long-term value, prompting retailers to rethink pricing discipline and strategy.

The EU-India FTA offers a significant boost to India’s gems and jewellery industry through reduced tariffs, easier market access, and improved competitiveness in Europe. The pact is expected to accelerate exports, attract investment, strengthen manufacturing, and reinforce India’s position as a trusted global sourcing hub for premium jewellery, says Suneeta Kaul.

Union Budget 2026-27 makes a strong push for MSMEs, with a Rs 10,000-crore SME Growth Fund; besides, it enables faster payments via mandatory TReDS for CPSE purchases. Overall, the Budget emphasizes fiscal prudence, infrastructure creation, and ease of doing business. For a sector navigating global uncertainty, shifting consumer preferences, and rising compliance standards, it is stability that the enabler.

Senco Gold & Diamonds opened its first Ambikapur store on January 27, expanding to four outlets in Chhattisgarh, to increase retail reach across Surguja and surrounding regional jewellery markets.

Kushals Fashion Jewellery opened four new stores in Hyderabad on January 28 to expand its Telangana footprint, taking its city total to 17 as part of its retail growth plan.

India’s Economic Survey FY25–26 outlines how the gems and jewellery sector shaped exports, gold imports, inflation and lending, highlighting diversification gains and rising macro pressures for policymakers and industry.

In order to meet the challenges of the diamond industry head on, De Beers has devised a multi-pronged strategy – the major steps include upping investment in marketing, participating in the Luanda Accord, developing a range of category campaigns, collaborating with key retail partners to grow demand, and investing in branded marketing programmes for its own retail businesses, says David Johnson, VP, Global External Communications, De Beers Group, in a conversation with Suneeta Kaul.

As jewellery buying shifts toward longer consideration cycles, retailers and manufacturers must reframe hesitation not as failure, but as a trust-led decision process shaped by permanence, complexity, and emotional alignment.

D P Abhushan Limited reported audited Q3FY26 and nine-month results on January 23, 2026, showing higher revenue, margins and profit, driven by festive demand, weddings, and disciplined inventory management.

Silver surged above $100 per ounce for the first time ever, while gold reached record highs near $5,000, driven by strong safe-haven demand and tight physical supplies amid global economic uncertainties.