ALFA Finder| Revenue growth | 40.4% YoY consolidated total income growth. |
|---|---|
| Margins | Consolidated EBIT margin improved to 13.4% from 11.8% YoY. |
| Demand visibility | Healthy Akshaya Tritiya and wedding-led purchases fueled jewelry demand. |
| Management confidence | Strong opening quarter; businesses continue to deliver exceptional value. |
Growth
Total income rose 40.4% YoY to ₹20,753 cr; Consolidated EBIT grew 58.9% to ₹2,782 cr.
Outlook
Focus on brand investment and expansion; added 67 net stores this quarter across all segments.
Risks
Navigating volatile gold prices, sharp customs duty increases (6% to 15%), and geopolitical headwinds in international operations.
Last quarter's promises, checked
Delivered
- Guided 15-20% jewelry growth → delivered 38.4% (= BEAT)
- Guided international profitability for year → delivered profitable full year (= BEAT)
- Targeted 10-12 'beYon' stores → delivered expansion underway with traction (= BEAT)
Partly delivered
- Guided 11-11.5% jewelry margin → delivered 13.4% (inflated by ₹386cr duty gain) (= PARTIAL)
Investor Presentation filed with NSE, NSE: TITAN. Summary written with AI assistance from the document.
Titan Company Ltd: key numbers
- Share price
- ₹5,010.00
- Market cap
- ₹4,44,781 Cr
- Revenue (annual)
- ₹87,584 Cr
- Net profit (annual)
- ₹5,073 Cr
- P/E (TTM)
- 63.2×Sector 48.2×
- Promoter holding
- 52.90%+0.00% QoQ
- FII holding
- 16.37%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Titan Company Ltd
All →Titan Company Earnings Call Transcript: Key Takeaways
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.
Titan Company Management Change
Noel N. Tata retires as Vice-Chairman and non-executive director of Titan effective November 12, 2026, per Tata Group governance guidelines. Regulation 30 details filed in Annexure A.
Titan Company Debt & Borrowing: ₹1,600 Cr
Titan Company fully redeemed commercial paper of ₹1,600 crore issued on 7 August 2026, with maturity proceeds paid to holders on 5 November 2026. This is a debt servicing event under SEBI's CP listing rules.
- Value
- ₹1,600 Cr
Titan Company Debt & Borrowing
Titan certified that its commercial paper proceeds were used as disclosed and listing conditions are met. The certificate covers CP issued up to September 2026.
Titan Company Investor Presentation: Key Takeaways
Q2FY27 consolidated total income ₹20,533 cr (+25.1% YoY) and EBIT ₹2,865 cr (14.0% margin, +59.3%). Jewellery, Watches and EyeCare all grew; ₹490 cr one-time customs benefit in Jewellery.
Titan Company Q2 FY27 Results: Net Profit ₹2,393 Cr, Up 113.7% YoY
Titan Company Ltd reported revenue from operations of ₹20,614 Cr (+10.1% YoY) and net profit of ₹2,393 Cr (+113.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹2,393 Cr · +113.7% YoY