World Gold Council says India’s increase in gold import duty from 6% to 15% could reduce 2026 jewellery and investment demand by 50-60 tonnes amid weaker sentiment and higher unofficial inflows.

International Gemological Institute reported 21% growth in revenue and EBITDA for Jan-Mar 2026, driven by natural diamonds, laboratory-grown diamonds and jewellery certification demand, alongside expansion into coloured stones.

The Finance Ministry has increased customs duty across multiple precious metal and jewellery categories, impacting gold, silver, platinum findings and recycled precious metal imports effective from May 13, 2026.

Jewellery retailers across India face rising dead inventory levels, with 30–40% unsold stock locking capital, driven by changing consumer preferences, rising gold prices, and slower movement of traditional designs.

As gold prices fluctuate, and consumer preferences evolve, manufacturers are reshaping design, caratage, and pricing to position gold as everyday wear with inherent value, observes Dhwani Rathod.

IIJS Bharat Tritaya 2026 concluded on a measured note, signalling a constructive recalibration. The industry is steadily transitioning from volume-led growth to a more value-driven, strategic approach, navigating global geopolitical shifts and elevated gold prices with greater clarity and intent, reports Khursheed Mistry.

PNGS Reva Diamond Jewellery reported Q3 FY26 growth with revenue rising 40% QoQ and PAT 82%, driven by festive demand, increased footfall, and planned COCO store expansion across Maharashtra and North India.

Rokde Jewellers introduces a limited-period ‘Tax Free Mahotsav’ campaign, absorbing GST on jewellery purchases until March-end, aiming to boost Gudi Padwa and wedding season demand across its retail network.

Jewellery retail is shifting from event-based transactions to long-term customer relationships. As buying behaviour evolves, repeat customers are emerging as the most reliable drivers of profitability, stability and sustained growth for retailers.

Sonani Jewels introduces the ‘9 to Fine’ lab-grown diamond jewellery range in 9KT gold, designed for daily wear with versatile styles and customization — catering to evolving retailer demand for accessible fine jewellery.

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.

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 GJEPC has welcomed the India-U.S, trade agreement announcement, saying the move could ease tariff pressures and provide much-needed relief to India's gem and jewellery exporters/