ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Titan Company earnings call we streamed: the live audio and our summary of what management said.
Consolidated growth called 'fantastic', but jewellery margin of 11.1% is normalized and excludes ₹490 Cr duty gain and ₹671 Cr Damas write-back. TMZ buyer growth flat; festive soft; October undisclosed.
Consolidated growth called 'fantastic', but jewellery margin of 11.1% is normalized and excludes ₹490 Cr duty gain and ₹671 Cr Damas write-back. TMZ buyer growth flat; festive soft; October undisclosed.
Jewellery margin anchored ~11% for FY27; Caratlane EBIT margin to rise from 8-9% over next couple of years.
Management introduces 'Beyond' LGD brand to capture younger, fashion-forward consumers amidst a commoditizing market. The call pivots from core jewelry financials to strategy for this new, high-growth but margin-volatile segment.
Titan 2026 Investor Meet presentation highlights expansion strategy. Focus on lifestyle brand positioning across jewelry, watches, eyewear, and emerging segments through innovation and multi-format retail excellence.
Titan's FY26 investor presentation highlights its transformation into a multi-category lifestyle powerhouse, leveraging its 'Encircle' loyalty program (50Mn customers) and extensive retail network (3,400+ stores) for growth.
Titan delivered superlative Q4 top-line growth across all segments. Strategic focus remains on market share gains in Jewelry through exchange programs and product diversification.
Titan delivered robust top-line growth across all segments in Q4 FY26, though margins faced pressure from gold price volatility and aggressive promotional investments.
Titan delivered landmark FY26 results with annual revenue crossing ₹75,000 cr. Consolidated income grew 46.1% YoY in Q4 to ₹20,300 cr, driven by robust performance in Jewellery.
Titan delivered landmark FY26 results, crossing ₹75,000cr income with ₹5,100cr PAT. Management highlighted strong premiumization in Watches and market share gains in Jewellery.
Titan is pivoting to the lab-grown diamond (LGD) market with 'Beyond' to capture younger, aspirational consumers.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.