India hikes gold, silver import duty to 15%; jewellery retailers face margin, demand squeeze
Centre raised gold and silver import tariffs from 6% to 15% (platinum 15.4%) effective May 13, 2026, to defend forex reserves amid West Asia tensions. Tanishq, Kalyan, Malabar and Titan face higher input costs and softer wedding-season demand after PM's appeal to defer gold purchases.
What happened
Government of India · India hiked gold and silver import duties from 6% to 15%, and platinum to 15.4%, effective May 13, 2026, to conserve forex amid West Asia
Key facts
- 15%
- 6%
- 15.4%
- 6.4%
- 10% BCD
- 5% AIDC
Why this matters
Window opens for opportunistic rollups of unorganized regional jewellers facing working capital strain from the duty shock, with valuations likely to compress 15-20% over the next two quarters.