Gold ke daam mein **7%** ki girawat ke baad bhi shoppers mein wo pehle wala josh nahi dikh raha hai. Jewellery ki sales volume sirf **10-12%** badhne ki umeed hai, jabki revenue **20-30%** upar ja sakta hai sirf mehenge daam ke kaaran.
Sone ke daam gire, par demand gayab hai
Is Dhanteras, jo ki 6 November 2026 ko hai, jewellery retailers kaafi tension mein hain. Sone ke bhav mein 7% ki correction aayi thi, laga tha ki log toot padenge, lekin reality kuch aur hai. Revenue figures toh 20-30% jump dikha sakte hain, lekin ye asli growth nahi hai—ye bas sone ke high prices ka impact hai. Asli volume (matlab kitne pieces bike) toh bas 10-12% hi grow ho raha hai.
Investors ke liye warning
Ek baat samajh lo, agar revenue badh raha hai par items (volume) utne hi bik rahe hain, toh iska matlab hai retailer naye customers nahi la pa raha. Log mehengai se pareshan hain aur essential kharchon ko gold se upar rakh rahe hain. Maharashtra jaise states mein kisanon ki pareshani ne rural demand ko bhi chot pahunchayi hai.
Jewellers ka naya 'Jugaad'
Ab retailers ne strategy badal di hai. Wo ab 18-karat aur 9-karat wale lightweight jewellery aur silver par zor de rahe hain taaki middle-class customers showroom tak aa sakein.
Agla kadam kya hona chahiye?
Investors ko ab ye track karna hoga ki kya companies apne margins bacha pa rahi hain. Lightweight aur silver products ke margins traditional heavy jewellery se alag hote hain. Agli quarterly earnings mein dhyaan dena ki operating margins kaise shift ho rahe hain, kyunki inflation abhi bhi market ke liye khatra bani hui hai.