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.

P N Gadgil Jewellers Limited reported FY26 revenue of Rs 107,391 million, up 39.6% year-on-year, with PAT rising 87.8%, driven by retail growth, festive demand, studded jewellery sales, and network expansion.

India's listed jewellers have posted their best March quarter on record. Strip out a 79% rise in the gold price, and a quieter, more uncomfortable picture emerges — one the unorganized trade and several regional listings have already started to live with.

World Gold Council’s Q1 2026 report shows global gold demand rose 2% year-on-year as record prices reduced jewellery volumes but boosted bar, coin and ETF investment demand worldwide.

Platinum Guild International’s Q4 2025 review highlights regional market shifts, with platinum gaining share across China, India, Japan, and the US as record gold prices influence consumer demand patterns.

India’s gem and jewellery exports totalled $27.72 billion in FY2025–26, reflecting a structural shift towards diversified markets and value-added segments amid global uncertainties and declining dependence on the US market.

Gemfields reported improved loss metrics for FY2025 despite operational disruptions at Montepuez and Kagem, with auction revenues at $ 129 million and focus shifting to stabilization and deleveraging in 2026.

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.

P N Gadgil Jewellers reported over Rs 10,000 crore revenue in FY26, with Gudi Padwa sales at Rs 170.7 crore, up 38% YoY, driven by gold, diamond and silver segments.

India’s gem and jewellery exports increased 3.86% year-on-year to $ 2,680.79 million in February 2026, according to GJEPC, supported by growth in silver and platinum jewellery shipments.

Despite a sharp contraction in shipments to the United States, India’s gems and jewellery exports show resilience, supported by strong growth in the UAE, Hong Kong and emerging global markets.

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.