• Order inflow & hedging: Lower gold prices have boosted aggressive order bookings from major US retailers preparing for the holiday season; Goldiam mitigates commodity volatility by procuring required gold on the same or next day of receiving orders.
• Lab-grown diamond strategy: The company has no plans to expand its in-house diamond-growing capacity beyond the existing 30 machines, as favorable third-party wholesale prices make capex unnecessary, keeping focus on jewelry manufacturing and distribution.
• B2B growth targets: Following record-high revenue, EBITDA, and net profit in FY26 alongside double-digit growth guidance for FY27, management aims to double its B2B revenue run rate over the next three to four years.
• Origem retail expansion: Goldiam operates 25 Origem stores with seven more scheduled by September, noting that stores generally break even within six months, while near-term franchising is ruled out in favor of internal cash funding.