NAC Jewellers sees festive demand reviving from August despite cautious buyers

Chennai-based NAC Jewellers expects festive and wedding demand to pick up from August even as falling gold prices keep buyers cautious. Old jewellery exchanges drive 30-60% of business, with South Indian buyers favouring 22-carat gold while younger consumers lean toward lightweight 18-carat and 14-carat diamond pieces.

— Source publishedWed, 1 Jul, 2026, 15:25 IST·First seen Wed, 1 Jul, 2026, 15:33 IST·Source CNBC-TV18 · Companies

What happened

Chennai-based NAC Jewellers expects festive and wedding demand to recover from August despite cautious buyers amid falling gold prices. Old jewellery exchanges

Key facts

  • old jewellery exchanges 30% to 60% of business
  • 22-carat gold preference
  • 18-carat and 14-carat products

Why this matters

The shift toward exchange-driven volumes and younger consumers favouring lightweight diamond jewellery highlights partnership or acquisition opportunities in gold-recycling logistics and diamond-focused design capabilities.

What to watch

  • Gold price trajectory into August-October festive window
  • Exchange-business share moving above 60% (signals cannibalization vs incremental demand)
  • Wedding-season booking volumes vs prior year
  • Diamond/lightweight category mix as % of total revenue
  • Same-store footfall and average ticket size trends
  • Expand and promote old-jewellery exchange schemes to convert cautious buyers into festive purchases
  • Broaden lightweight 18/14-carat diamond lines to capture younger cohort and defend footfall
  • Roll out price-lock or gold-savings schemes to hedge buyer hesitancy on volatile prices
  • Segment marketing: 22-carat legacy pitch to South Indian traditional buyers, design-led pitch to millennials