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Goldiam International Limited

Goldiam International Ltd. is a leading exporter of diamond jewellery, reporting a 30% YoY revenue increase to ₹8,006 million in FY25, driven largely by lab-grown diamonds. The company emphasizes innovation and has a strong online presence, with 82% of Q4 FY25 revenue from lab-grown diamond jewellery. With a debt-free balance sheet and a commitment to shareholder returns, Goldiam is poised for sustainable growth in both domestic and international markets.

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116 views2 pages

Goldiam International Limited

Goldiam International Ltd. is a leading exporter of diamond jewellery, reporting a 30% YoY revenue increase to ₹8,006 million in FY25, driven largely by lab-grown diamonds. The company emphasizes innovation and has a strong online presence, with 82% of Q4 FY25 revenue from lab-grown diamond jewellery. With a debt-free balance sheet and a commitment to shareholder returns, Goldiam is poised for sustainable growth in both domestic and international markets.

Uploaded by

sriyadas2000
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© © All Rights Reserved
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GOLDIAM INTERNATIONAL LIMITED

Q4 & FY25 INVESTOR PRESENTATION REPORT


Date: May 27, 2025
Prepared for: Strategic Financial Review

1. COMPANY OVERVIEW

Goldiam International Ltd., established in 1986, is a vertically integrated exporter of


diamond jewellery with operations in natural and lab-grown diamonds. With a global
footprint through subsidiaries like Goldiam USA and domestic retail under the ‘ORIGEM’
brand, the company focuses on innovation, backward integration, and value-added services
to the US and Indian markets.

2. FY25 FINANCIAL HIGHLIGHTS (CONSOLIDATED)

- Revenue: ₹8,006 million (+30% YoY)


- EBITDA: ₹1,792 million (+40% YoY); EBITDA margin 22.4% (up 159 bps)
- PAT: ₹1,171 million (+29% YoY); PAT margin at 14.6%
- Cash & Investments: ₹2,883.7 million as of March 31, 2025
- Order Book: ₹1,400 million to be executed in 3–4 months
- Dividend: Total ₹3 per share on face value of ₹2

3. BUSINESS MODEL TRANSFORMATION

- Lab-grown diamond (LGD) jewellery contributed 82% of Q4 FY25 revenue vs. 54% in Q4
FY24.
- Online sales formed 30% of Q4 FY25 revenue.
- ORIGEM retail brand has 6 COCO stores in Mumbai and a growing e-commerce presence
via www.origemindia.com.

4. STRATEGIC STRENGTHS

- Fully backward integrated LGD jewellery supply chain through EDL (88% stake).
- Low inventory risk with 73% inventory placed with customers.
- Premium realization on LGD due to larger caratage and design differentiation.
- Strong OEM positioning for US retailers with omnichannel fulfilment capabilities.

5. BALANCE SHEET SNAPSHOT (FY25)

- Total Assets: ₹8,936 million; Total Equity: ₹7,451 million


- Debt-Free: No long-term debt; very low short-term borrowings
- Strong cash position and ROCE of 43.9%
- ROE: ~15% average over past 4 years
6. DISTRIBUTION & DIVIDEND POLICY

- Minimum 50% payout ratio of standalone PAT via dividends/buybacks.


- ₹2 billion distributed in last 5 years.
- Average payout of 65% in last 5 years, ensuring strong stakeholder returns.

7. MANAGEMENT & GOVERNANCE

- Executive Chairman: Rashesh Bhansali (28+ years of industry experience)


- Managing Director: Anmol Bhansali (Wharton graduate with diamond industry expertise)
- Balanced board with strong legal, financial, and industry representation.

8. OUTLOOK & STRATEGY

Goldiam aims to expand its LGD retail footprint under ORIGEM across India, deepen e-
commerce channels, and maintain capital efficiency. With a strong order pipeline, strategic
location advantage, and robust balance sheet, the company is well-positioned for
sustainable, high-margin growth in both domestic and international markets.

Made by:
Sriya Das

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