Goldiam International Reports Strong Q2 & H1 FY26 Consolidated Results, Revenues Up 43% & 41% Respectively
Goldiam International reported strong Q2 and H1 FY26 consolidated results with significant revenue and profit growth, driven by strategic adaptation to US tariffs and expansion of its ORIGEM brand.
The announcement details strong financial performance for Q2 and H1 FY26, indicating robust business health. The successful implementation of a US-origin casting model to counter tariffs demonstrates effective risk management and strategic foresight. The expansion plans for the ORIGEM retail brand and a substantial order book suggest continued growth, which is highly relevant for investor decisions.
The company demonstrated strong financial growth in revenues, EBITDA, and PAT. Its swift and effective response to US tariff changes with a new casting model shows strategic agility. The expansion of the ORIGEM brand and a healthy order book further contribute to a positive outlook.
* Goldiam International Limited reported robust consolidated financial results for the quarter and half year ended September 30, 2025. * Q2 FY26 Consolidated Performance: * Revenues increased by 43% year-on-year (YoY) to ₹2,019 million (₹201.9 crore). * EBITDA grew by 37% YoY to ₹474 million (₹47.4 crore). * Profit After Tax (PAT) rose by 42% YoY to ₹314 million (₹31.4 crore). * H1 FY26 Consolidated Performance: * Revenues grew by 41% YoY to ₹4,376 million (₹437.6 crore). * EBITDA increased by 37% YoY to ₹945 million (₹94.5 crore), with EBITDA margin stable at 21.6%. * PAT surged by 47% YoY to ₹650 million (₹65 crore). * Strategic Adaptations: The company swiftly implemented a U.S.-origin casting model, effective August 27, 2025, to mitigate the impact of increased US tariffs (from ~16% to 56%) on lab-grown and natural diamond jewellery exports from India. * Product Mix & Sales Channels: Lab-grown diamond jewellery constituted 90% of Q2 FY26 export revenue, demonstrating a significant transition from natural diamond in-store jewellery. Online sales accounted for 20% of Q2 FY26 revenue. * Order Book: As of September 30, 2025, Goldiam had an order book of approximately ₹2,000 million (₹200 crore), expected to be executed in the next three-four months. * ORIGEM Expansion: The B2C lab-grown diamond jewellery brand, ORIGEM, now operates 11 stores across Mumbai, Noida, and Bengaluru. The company plans to open an additional 15-18 stores by March 31, 2026, aiming for a total of 20-25 operational ORIGEM stores. Goldiam also launched its online sales channel, www.origemindia.com. * Financial Position: Cash and cash equivalents (including investments) stood at ₹4,639.3 million (₹463.93 crore) as of September 30, 2025.
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Goldiam International Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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