Gold eyeing Rs 2 lakh/10g: jewellery retailers brace for margin and demand shock

Experts project gold breaching Rs 2 lakh per 10g, a category-level jolt for Tanishq, Kalyan Jewellers, and Malabar Gold. Higher tickets threaten volume elasticity, weigh on making-charge realisations, and reshape festive and wedding-season buying patterns across India's organised jewellery retail.

— Source publishedMon, 8 Jun, 2026, 13:26 IST·First seen Mon, 8 Jun, 2026, 13:51 IST·Source Business Today · Latest

What happened

retail-brand · Experts forecast gold prices crossing Rs 2 lakh per 10g, a category-level signal materially affecting Indian jewellery retailers like Tanishq,

Key facts

  • Rs 2 lakh

Why this matters

A demand shock favors scaled balance sheets—expect distressed regional chains and lightweight-design D2C brands to surface as bolt-on targets for the listed majors.