Goldiam International Ltd (GOLDIAM) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- The company reported a strong all-around growth of over 40% in both revenues and profits for the quarter, demonstrating resilience despite significant market challenges.
- A key operational shift was the successful implementation of the 'US origin casting model' to mitigate a steep tariff hike (from 16% to 56%) on Indian jewellery exports to the USA, which is its primary market.
- The B2B business saw a significant contribution from lab-grown diamond jewellery, which accounted for 90% of B2B sales, indicating a successful strategic pivot and strong market acceptance.
- The India-focused B2C brand, 'Origin', is in a rapid expansion phase, with 11 stores operational and plans to reach 20-25 stores by March 2026, funded by a recent QIP.
- The company maintains a healthy order book of approximately INR 200 crores as of September 30, 2025, positioning it well for the upcoming holiday season in the US.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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