Investor Presentation 27-5-2026
GOLDIAM · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Goldiam International reported record annual performance with FY26 revenue crossing ₹10,000 million (₹1,000 crore) for the first time, up 27.5% to ₹10,212.3 million. Q4FY26 revenue was ₹2,433 million, up 21% YoY. EBITDA for FY26 grew 36.2% to ₹2,487 million with margin expanding 155 bps to 24.3%, while PAT grew 45.7% to ₹1,706 million with margin at 16.7% (up 208 bps). The company has significantly shifted to Lab Grown Diamond (LGD) jewellery, which now constitutes 88% of Q4FY26 export revenue. The board proposed bonus shares in 1:3 ratio. Order book stood at ₹2,000 million to be executed in 3-4 months. Cash and investments were ₹4,934 million with zero net debt. ORIGEM (India B2C retail brand) doubled store count to 24 stores across 12 cities, with 8 more stores in pipeline by September 2026. The US-based casting model makes the company tariff agnostic.
Strong margin expansion and order visibility indicate operational outperformance; bonus issue and consistent 50%+ dividend payout signal confidence in sustained growth, though high cash balance and expansion spending warrant monitoring.