India's gem & jewellery exports slip 2% to $2.05B in May as gold supply tightens

GJEPC data shows May exports down 2% YoY to $2.05B (₹19,574 cr), with plain gold jewellery collapsing 40% to $636M and gold jewellery overall down 15%. Lab-grown diamonds bucked the trend, rising 26% to $101M. Imports fell 16% as 15% duty and bank bottlenecks bite.

— Source publishedMon, 15 Jun, 2026, 18:50 IST·First seen Mon, 15 Jun, 2026, 18:56 IST·Source The Hindu BusinessLine

What happened

GJEPC · India's gem and jewellery exports fell 2% in May to $2.05 billion amid gold supply shortages, regulatory bottlenecks at banks, higher import duties and

Key facts

  • $2.05 billion May exports
  • -2% YoY
  • ₹19,574 crore
  • imports -16% to $1.41 billion
  • cut/polished diamonds +3% $981M
  • lab grown diamonds +26% $101M
  • gold jewellery -15% $758M
  • gold consumption -21% to 11 tonnes
  • plain gold jewellery -40% to $636M
  • gold duty 6% to 15%

Why this matters

Distressed mid-tier gold jewellery exporters squeezed by the 15% duty and bank credit tightening become attractive bolt-on targets for acquirers with diversified financing access.