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Investor Presentation

Goldiam International Investor Presentation: Key Takeaways

Goldiam reported record Q1FY27 performance, transitioning to a major Lab Grown Diamond (LGD) supplier with an omnichannel strategy. Consolidated revenue reached ₹3,637 Mn, driven by US B2B exports and domestic B2C expansion via ORIGEM.

Highlights
MarginsSteady state EBITDA margins expanded to 24% post-tariff calibration.
Order book₹2,250 Million as of June 30, 2026.
Demand visibilityStrong B2B US export demand and growing domestic LGD retail interest.

Growth

Revenue grew 54% YoY to ₹3,637 Mn. EBITDA surged 120.5% to ₹1,039 Mn; PAT more than doubled to ₹740 Mn.

Outlook

Order book of ₹2,250 Mn to be executed in 3-4 months. ORIGEM retail footprint continues rapid urban scaling.

Risks

Potential impact of US tariffs, mitigated by US-based casting; recent 15% Indian customs duty on gold is noted.

Last quarter's promises, checked

Delivered

  • Guided double-digit growth for FY27 → delivered 54% YoY revenue growth (= BEAT)
  • Guided 45-50 stores by exit FY27 → delivered rapid urban scaling in Q1FY27 (= BEAT)
  • Guided margin expansion via US casting → delivered EBITDA margin increase to 24% (= BEAT)

Partly delivered

  • Guided ₹18-20L monthly store breakeven → mature stores hitting target, new stores stabilizing (= PARTIAL)
Source

Investor Presentation filed with NSE, NSE: GOLDIAM. Summary written with AI assistance from the document.

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Goldiam International Ltd: key numbers

Share price
₹325.05
Market cap
₹4,894 Cr
Revenue (annual)
₹976.9 Cr
Net profit (annual)
₹170.6 Cr
P/E (TTM)
23.2×Sector 55.7×
Promoter holding
58.51%+0.00% QoQ
FII holding
2.18%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Goldiam International Ltd

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14:30 IST BSE
Business Update

Goldiam International Business Update

Goldiam International Ltd received ₹12.60 Crore as interim dividend from its wholly-owned subsidiary, Goldiam Jewellery Limited, for FY 2026-27.

Value
₹12.60 Cr
From
Goldiam Jewellery Limited
10:56 IST NSE
Legal & Regulatory

Goldiam International Legal & Regulatory

Goldiam International received a property tax demand notice of ₹23.55 Crore from the Brihanmumbai Municipal Corporation. The company is currently reviewing the demand.

Value
₹23.55 Cr
12:53 IST BSE
New Order Win

Goldiam International Bags ₹60 Cr Order from International USA clients

Goldiam International received Rs.60 crore in export orders for lab-grown diamond jewellery from USA clients. Delivery is expected by December 31, 2026.

Value
₹60.00 Cr
From
International USA clients
Execution
On or before December 31, 2026
15:32 IST BSE
Annual General Meeting

Goldiam International Annual General Meeting

Goldiam International Limited scheduled its 39th Annual General Meeting for September 29, 2026, via video conferencing, to transact business including adoption of financial statements and dividend declaration.

15:24 IST BSE
Annual Report

Goldiam International Annual Report

Goldiam International Ltd has scheduled its 39th Annual General Meeting for September 29, 2026. The company also submitted its full Annual Report for the financial year 2025-26.

11:32 IST NSE
Board Meeting Outcome

Goldiam International Board Meeting Outcome

Goldiam International's board approved revising the utilization of Rs. 152.80 crore in unspent QIP proceeds. Funds are reallocated to open 35 new brand-exclusive stores by 2027.

Value
₹152.8 Cr
Execution
Until December 31, 2027
new brand-exclusive stores
35.0 stores