Gold price increase impact on B2B demand
Rising gold prices may dampen consumer demand in the B2B segment, though impact is not yet visible due to lag in price pass-through.
RENAISSANCEGLOBAL / Q3-FY26 / risks
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Renaissance Global · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Working capital cycle elongation
Cash conversion cycle has increased due to tariff-related supply chain changes and shift to lab-grown diamonds, pressuring free cash flow.
License brand margin compression
Margins in licensed brands compressed from 14.8% to 13.3% due to exit of fringe licenses and associated costs.