Dhanteras 2025: Gold Stocks in Focus as Festive Season Boosts Sector Activity

As the festive season approaches, gold-related stocks are drawing investor attention amid strong demand for jewellery and bullion-backed loans. Elevated gold prices and robust quarterly earnings have further fuelled optimism in the sector.

Companies like Muthoot Finance and Titan Company have posted impressive growth, while others such as Goldiam International and KDDL reported mixed performance. Here’s a snapshot of key financial metrics for leading gold-linked firms ahead of Dhanteras 2025.

Key Financial Metrics of Gold-Linked Companies

Note: The above-mentioned Gold Stocks have been selected and sorted based on 1Y returns as of October 17, 2025

Muthoot Finance

Muthoot Finance reported a net profit of ₹2,046 crore in Q1 FY26, marking an 89.6% year-on-year jump. The company’s Loan Assets Under Management (AUM) rose 37% to ₹1,22,181 crore as of March 2025.

In Q4 FY25, net income grew 22.7% to ₹1,477.68 crore. The lender continues to benefit from sustained demand for gold-backed loans amid elevated bullion prices and strong retail participation.

Sky Gold and Diamonds

Sky Gold and Diamonds posted revenue of ₹1,131 crore in Q1 FY26, up 56.5% year-on-year. Net profit doubled to ₹43.6 crore during the same period compared with ₹21.2 crore last year.

The company has targeted revenue of ₹7,600 crore by FY27 through capacity expansion and new client additions. It has also strengthened its overseas operations with an acquisition in Dubai to enhance export potential.

Titan Company

Titan Company’s standalone net profit rose 34% year-on-year to ₹1,030 crore in Q1 FY26. Consolidated revenue climbed 24.6% to ₹16,523 crore, while profit after tax increased 52.5%.

The jewellery division expanded 19% year-on-year despite higher gold prices. The watches and wearables segment also grew 24%, maintaining an EBIT margin of around 22%, demonstrating balanced growth across business lines.

Goldiam International

Goldiam International reported consolidated revenue of ₹235.7 crore in Q1 FY26, a 39% increase from a year earlier. EBITDA grew 37.8% to ₹47.1 crore, with margins near 20%.

Net profit rose 53% to ₹33.6 crore. The company is planning to open between 70 and 90 new stores nationwide over the next two years to strengthen its presence in the lab-grown diamond segment.

KDDL

KDDL recorded revenue of ₹476.88 crore in Q1 FY26, up 28.8% from the same quarter last year. Net profit reached ₹20.43 crore, reflecting an 18.3% annual rise, while profit margins narrowed to 4.28%.

Operating profit stood at ₹21.36 crore, showing a 22.8% improvement year-on-year. The company’s business includes manufacturing watch dials, precision components, and press tools, serving global luxury brands.

Read More: Indian households hold 27871 tons of gold, worth over $1.5 trillion

Conclusion

Gold-related stocks are in the spotlight this festive season, supported by strong fundamentals and buoyant consumer demand. Muthoot Finance and Titan Company stand out with robust growth and market leadership, while Sky Gold and Diamonds shows promising expansion plans.

Goldiam International and KDDL, despite mixed returns, remain strategically positioned for long-term gains. With elevated gold prices and festive sentiment driving momentum, the sector is poised for continued investor interest through Dhanteras and beyond.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

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