GJEPC warns 15% gold duty hike to choke MSME jewellery exporters' working capital

Doubled import duty forces Rs 28-30 lakh/kg bank guarantees, squeezing the 80% MSME base of India's gems & jewellery export sector. GJEPC flags smuggling risk and 30% March export drop, with West Asia trade — 18% of diamond exports — already disrupted.

— FiledFri, 15 May, 2026, 07:06 IST·First seen Fri, 15 May, 2026, 06:54 IST·Source Indian Express · Business

What happened

GJEPC warns India's doubled gold import duty to 15% will inflate export costs, fuel smuggling, and choke MSME jewellery exporters' working capital via Rs 28-30

Key facts

  • 15% gold import duty
  • Rs 28-30 lakh bank guarantee per kg
  • 80% MSME membership
  • 18% diamond exports to West Asia
  • 68% rough diamond imports from UAE/Israel
  • gems & jewellery exports -30% in March

Why this matters

Distressed MSME exporters and smuggling-driven market share shifts open a window for consolidation plays, with stronger balance-sheet players positioned to acquire capacity at depressed valuations.