The Indian government has increased gold import duty to 15%. However, financial analysts at JM Financial predict only minor impacts on the operations of leading jewelry companies like Titan and Kalyan.

Despite the upcoming duty increase, both Titan and Kalyan jewelry companies are anticipated to maintain their course, as brokerage firms continue to express positivity about their resilience amidst the challenges.

Graviton Research Capital has acquired approximately 5.7 million shares in Kalyan Jewellers, with an average purchase price of around ₹349 per share. This move suggests a significant investment by Graviton in the jewelry retailer.

Gold import duty increase could temporarily strain jewelry retail, according to Citi's analysis. However, Titan and Kalyan Jewellers might experience short-term benefits due to their inventory backed by the Gold Monetization Scheme for the first half of FY27.

Kalyan Jewellers shares have plummeted by over 40%, resulting in a substantial loss of approximately ₹27,000 crores since their peak. This significant decline indicates a challenging period for the jewelry retailer.

The increased gold and silver duties by the government to 10% may negatively affect leading jewelry companies such as Titan, Kalyan Jewellers, and Senco Gold. This move could potentially impact their profit margins in the upcoming period.

Foreign institutional investors (FIIs) have been net sellers of Nifty futures for eight consecutive days, causing a 41% increase in open interest (OI). This has resulted in a 3.3% decline in the Nifty index. Notably, Dalmia Bharat, Kalyan Jewellers, IEX, and Bharti Airtel have seen increasing OI despite price drops.

The MSCI's upcoming 2026 index update introduces MCX and Indian Bank while removing RVNL and Kalyan Jewellers from the list, with India's overall representation within the MSCI Standard Index remaining stable.

MSCI has added Federal Bank and MCX to its index, potentially bringing in investments worth between $209 million and $491 million. On the other hand, RVNL and Kalyan Jewellers have been removed, possibly leading to outflows of investments valued between $136 million and $281 million. These changes take effect on May 29, 2026.

Gold stocks such as Titan, Kalyan Jewellers, and Thangamayil have taken a significant hit, dropping up to 15%, due to an increase in import duties on gold and silver. With these new tariffs, the companies may face challenges ahead, according to technical analysis that indicates key resistance levels for these stocks. The short-term outlook remains cautious as a result.

Kalyan Jewellers has reached a market capitalization of ₹39,807 crore, nearing its 52-week high, with a trading volume of ₹103.9 crore. The stock's highest value this year was recorded on July 24 at ₹617.3.

The Indian stock market suffered a loss of Rs 6 lakh crore due to concerns over discretionary sectors following Prime Minister Modi's speech. Notably, the Titan and Kalyan stocks plummeted by up to 12%. Conversely, electric vehicle (EV) and green mobility stocks like Tata Motors and Ather Energy saw an upward trend due to their lower oil dependency themes.

Titan and Kalyan Jewellers experience a decline following the Prime Minister's appeal, while SBI and Lupin suffer heavy losses post-results. Siemens may be affected by ABB, and InterGlobe Aviation experiences a drop, contrasted by Voda Idea's surge on specific news reports.

Investors are advised to sell Kalyan Jewellers with a stop loss at Rs. 398, aiming for potential price levels of Rs. 365, Rs. 355, and Rs. 340. Similarly, HPCL Futures should be sold with a stop loss at Rs. 386, targeting possible prices of Rs. 371, Rs. 365, and Rs. 350.

The Nifty Consumer Durables index experienced a significant drop of 4.2% today, landing at 35,733, due to a sell-off likely prompted by Prime Minister Modi's recent suggestion to curb gold purchases. Notably, Titan and Kalyan Jewellers witnessed declines of 6.5% and 8%, respectively. Despite these drops, both companies reported robust Q4FY26 results earlier.

Kalyan Jewelers' fourth-quarter profits significantly increased by 118%, with a corresponding 66% rise in revenues year over year. This growth led to an impressive total revenue of INR35,700 crores for the fiscal year 2026, and they added 129 new showrooms worldwide, including one in the UK.

Jigar Patel at Anand Rathi suggests investing in CDSL, Patanjali Foods, and Kalyan Jewellers for potential quick profits due to favorable technical indicators. He advises setting stop-loss levels to manage risks and anticipates prices of ₹1,380 (CDSL), ₹510 (Patanjali Foods), and ₹470 (Kalyan Jewellers) in the near term.

Kalyan Jewellers recently underwent a significant stock transaction on the NSE, with 667,700 shares traded for approximately INR 25.6 crore, each share priced at INR 383.2.

The shares of Titan, Kalyan Jewellers, and IndiGo experienced a decline of around 5% following Prime Minister Modi's 'Economic Self-Defense' address, suggesting investor concerns over the potential economic implications of his statements.

Prime Minister Modi's call to buy gold causes fluctuations in the shares of Titan and Kalyan Jewellers, due to increased interest in gold stocks and concerns over foreign exchange reserves.

Titan, Kalyan Jewellers, and Senco Gold stocks experienced a significant drop following the latest news reports. Investors may want to reconsider their holdings in these companies due to the negative market reaction.

Kalyan Jewellers is planning to expand its store count to 150 by the financial year 2026-2027, aiming to grow across all their brands. They also hope to achieve a debt-free status by the first half of fiscal 2026-2027, subject to favorable conditions.

Kalyan Jewellers is planning to expand its business next fiscal year with a focus on Store Specific Sales Growth and showroom expansion. As a result of strong financial performance, the company's board has recommended a dividend payout of INR 257 crore for FY26, equating to 20% of net profit.

Analysts anticipate significant growth of up to 94% for Titan and Kalyan Jewellers, following impressive Q4 results. Their findings suggest a promising future for these jewelry companies, with potential investment opportunities being explored. (ET NOW)

Kalyan Jewellers aims to increase its Same Store Sales Growth (SSSG) by 10% over the next 3-5 years, even after showing robust recent performance. This ambition was reinforced during their latest conference call.

Gold-focused stocks such as Titan, Senco Gold, and Kalyan Jewellers may see a potential impact today, following Prime Minister Modi's call for reduced gold purchases. The appeal comes after a significant drop in gold imports in April, which hit a 30-year low. These jewellery companies have reported mixed Q4 results with growth yet facing margin challenges.

Titan reported a significant 81% year-over-year increase in Q4 revenue primarily due to robust jewelry sales. However, the positive results were tempered by a margin squeeze caused by an unfavorable product mix.

Citi maintains a positive outlook for Kalyan Jewellers, increasing their target price to ₹750, encouraging investors to consider buying shares in the jeweler's company.

Kalyan Jewellers reported a Q4 profit of ₹410 crore and revenues reaching ₹10,275 crore, indicating a strong performance in the final quarter of the fiscal year.

Kalyan Jewellers reports a revenue of INR 35,743 crores and a profit after tax (PAT) of INR 13,504 million for FY26. They operate over 500 showrooms globally, including India, Middle East, USA, and the UK.

Kalyan Jewellers has seen a significant increase in Q4 EBITDA, jumping by 84% compared to last year, reaching ₹7.36 billion. The company's earnings margin also improved notably, rising from 6.46% to 7.2%.

Kalyan Jewellers has announced a proposed dividend of INR 2.50 per share for the fiscal year ending in March 2026, pending shareholder approval at the annual general meeting. The company's financial results for this period received an unmodified audit opinion during the board meeting held on May 8, 2026.

Today marks the release of Q4 results for major companies including SBI, Titan, ABB India, BoB, MCX, Biocon, Dabur, Lupin, and MRF. Stocks to watch out for include Ujjivan Small Finance Bank, Kalyan Jewellers, BSE, KVB, TCP, ACME, with Hyundai and Swiggy also gaining attention.

Kalyan Jewellers reports a substantial profit increase in Q4 FY26, doubling to ₹416 crore, driven by robust domestic and international sales. This boosted the total revenue by 42% to Rs 10,343 crore for the financial year. Despite this positive news, the company's shares are currently trading at Rs 408.65, experiencing a minor dip of 1.07%. Notably, the shares reached a 52-week high of Rs 617.7.

Investors may consider buying ICICI Bank shares when prices drop, as suggested by experts on NDTV Profit. On the other hand, it might be wise to sell off Kalyan Jewellers stocks at this time. For Zydus, Vedanta, Biocon, and United Spirits, it's recommended to hold onto current positions, according to the same experts.

In the latest "Ask Profit" episode on NDTV Profit, experts suggested selling Info Edge for potential profits, holding onto Kalyan Jewellers, NTPC, and Suzlon due to stable prospects, viewing Trent as a long-term bullish investment, and recognizing a trend reversal in IREDA.

Investor Chakri Lokapriya suggests selling shares of NSDL due to margin concerns, but recommends holding onto stocks like BEL, Marico, PB Fintech, and Kalyan Jewellers. HUL is seen as a long-term growth pick, while Avenue Supermarts gets mixed buy and hold ratings.

Kalyan Jewellers experienced a significant surge in Q4 revenue, reaching INR 6,222 crores, marking a 64% increase. For the entire FY26, revenue grew by 42%, totaling INR 25,189.7 crores. The company's board has scheduled a meeting on May 8 to discuss and potentially approve the final dividend for these impressive results.

Gold-backed ETFs and Sovereign Gold Bonds are seeing increased interest as the gold rally drives a shift in investment behavior. Notably, Titan stands out among jewelry stocks, while companies like Kalyan and PC Jeweller experience market fluctuations.

Market conditions have led to delays for five jewellery IPOs worth ₹3,840 crore, including Lalithaa Jewellery. However, the jewellery sector shows promising fundamentals, as evidenced by strong earnings from companies like Titan and Kalyan Jewellers amid market volatility.