Goldiam Share Price: Investors ki hui mauj! Revenue **18%** bada, US Export Mein **Zero Tariff** Ka Fayda!

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AuthorAnanya Iyer|Published at:
Goldiam Share Price: Investors ki hui mauj! Revenue **18%** bada, US Export Mein **Zero Tariff** Ka Fayda!
Overview

Arre yaar, Goldiam International ke results aa gaye aur ekdum dhamakedaar! Q3 FY26 mein revenue mein **18%** ka tagda jump aaya aur net profit toh **37%** badh gaya. Sabse badi khabar? US ke naye trade deal se inke jewelry export par lag gaya **zero tariff**! Lab-grown diamond (LGD) exports ab export ka **90.5%** ho gaye hain, matlab pura focus LGD par.

📉 Numbers Kya Kehte Hain?

Goldiam International ne Q3 FY26 mein apna financial performance dikhaya hai, aur numbers dekhne layak hain. Consolidated revenue mein 18% ka year-on-year (YoY) growth hua hai. Agar nine months (9M FY26) ki baat karein, toh revenue 30% YoY badh kar ₹7,773.4 million ho gaya hai. Sirf revenue hi nahi, EBITDA bhi 28.2% YoY badh kar ₹908 million raha, jismein margin 26.7% tha. Aur 9 months mein EBITDA 32.7% YoY badh kar ₹1,853 million raha. Pichle profits ko bhi dekha toh Profit After Tax (PAT) Q3 mein 37% YoY badh kar ₹684 million aur 9 months mein 42% YoY badh kar ₹1,333.6 million ho gaya. Wahiyat performance!

USA Ke Liye Special Deal Aur LGD Ka Jalwa!

Company ka bada focus ab lab-grown diamonds (LGD) par hai. Is quarter mein export sales mein LGD ka hissa 90.5% tak pahunch gaya hai, jo pichhle saal 80% tha. Online sales bhi zabardast hain, jo total revenue ka 31.6% hai. Order book bhi mast hai ₹1,800 million ka. Aur haan, USA aur Middle East ke clients se ₹800 million ke studded LGD jewelry ke naye orders bhi mile hain.

Ab sabse interesting baat - USA ke saath jo naya trade deal hua hai, usse jewelry par lagne wala 50% ka tariff ab sirf 18% ho gaya hai. Lekin Goldiam ki 'Made in USA' strategy (casting US mein, finishing India mein) ki wajah se inke jewelry exports par zero tariff lag raha hai! Ye ekdum game changer hai jo competitors ke paas nahi hai.

Dividend Aur Retail Expansion Ki Kahani

Sabse acchi baat yeh hai ki company ne shareholders ke liye ₹2.75 per equity share ka interim dividend bhi declare kiya hai. Matlab profit sharing ho raha hai!

India mein apna retail brand 'Origem' bhi aggressively expand ho raha hai. Abhi 13 stores hain, aur 20 se zyada ke liye LOI sign ho chuke hain. March 2026 tak 12-14 aur stores khul jayenge, aur FY27 ke pehle half mein 50 aur stores ka plan hai. Haan, Q3 mein Origem ko ₹2.5 crore ka loss hua hai, par company ka kehna hai ki overall store fleet breakeven par aa gayi hai, aur future mein profitability pakki hai.

Kya Hai Aage Ka Plan Aur Risks?

Management kaafi confident hai ki B2B aur B2C dono segments mein growth jari rahegi. LGD prices ki stability bhi positive sign hai. Investors ko ab naye US retailers ka integration, naye regions mein expansion aur Origem stores ki performance par nazar rakhni hogi. Titan jaise competitors ka LGD market mein aana category ko boost karega, aur Goldiam quality aur service se alag dikhne ki koshish karegi.

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