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Investor Presentation

Titan Company Investor Presentation: Key Takeaways

Titan delivered robust Q1FY27 performance with 40% YoY consumer business growth, driven by strong jewelry demand and premiumization in watches, despite customs duty headwinds.

Highlights
Revenue growth40.4% YoY consolidated total income growth.
MarginsConsolidated EBIT margin improved to 13.4% from 11.8% YoY.
Demand visibilityHealthy Akshaya Tritiya and wedding-led purchases fueled jewelry demand.
Management confidenceStrong 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)
Source

Investor Presentation filed with NSE, NSE: TITAN. Summary written with AI assistance from the document.

Read the document ↗

Titan Company Ltd: key numbers

Share price
₹4,884.00
Market cap
₹4,33,595 Cr
Revenue (annual)
₹87,584 Cr
Net profit (annual)
₹5,073 Cr
P/E (TTM)
75.3×Sector 55.7×
Promoter holding
52.90%+0.00% QoQ
FII holding
15.39%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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