Goldiam International Limited has informed the Exchange about Transcript
GOLDIAM · price
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Goldiam International reported strong Q4 and FY25 results, with FY25 consolidated revenue rising 30% YoY to INR 8,006.4 million and PAT up 29% to INR 1,171 million, crossing the INR 1 billion profit milestone. EBITDA margin stayed robust at 22.4% for FY25, with Q4 EBITDA up 44.2% YoY. Lab-grown diamond jewelry exports now contribute 81.8% of export sales versus 54% a year ago, and online revenue accounts for 29.5% of Q4 revenue. The company holds INR 1,400 million order book as of March 31, 2025, with an additional INR 800 million fresh order received in May. Cash and cash equivalents stood at INR 2,883.7 million, and a final dividend of INR 1 per share was recommended. The new ORIGEM retail brand in India has 6 operational stores in Mumbai, with plans to reach 20-25 stores by end of FY26 and expand to NCR, Bengaluru and Hyderabad. The Board has approved an enabling resolution to raise up to INR 4 billion to fund faster ORIGEM expansion.
Strong financial performance with consistent margin guidance of 18-22% EBITDA and improving gross margins from ORIGEM expansion is positive for shareholders. However, near-term softness of 2-3 percentage points in Q1 and Q2 FY26 margins due to US tariff pass-through may cause some pressure. The INR 4 billion enabling fundraise resolution, if exercised, could lead to equity dilution depending on the structure chosen.