India’s 15% bullion duty is pushing more gold and silver trade toward illicit channels

After India raised gold and silver customs duty from 6% to 15% on May 13, enforcement agencies reported a 186% jump in gold-consignment seizures and a more than tenfold rise in silver seizures through June 30. The shift threatens formal bullion and jewellery retailers by widening the price gap with unaccounted supply.

— Filed Tue, 21 Jul, 2026, 21:21 IST · Source The Hindu BusinessLine · Updated

India’s doubling of gold and silver import duty to 15% has coincided with sharply higher smuggling seizures, raising concerns for formal bullion and jewellery trade. The duty change may shift precious-metal flows into informal channels despite increased customs and DRI enforcement.

Why this matters

The bullion-duty risk follows Government of India signals on ₹2.4 lakh crore in PLI investment and rising urea-subsidy pressure, showing policy actions reshaping costs and incentives across retail-linked markets.

retail-company signals are accelerating, up +968700% QoQ.