Titan

Leading watch and jewellery maker Titan is "very bullish" for its watch business, which is expected to touch the USD 1 billion sales mark in the next two years, led by factors such as premiumisation, retail footprint expansion and growth of the international business division, a top company official said. Titan recorded a compounded annual growth rate (CAGR) of about 16 per cent in the last four to five years, and it is focusing on the mid-premium analogue segment (Rs 10,000 to Rs 25,000), and the premium segment (Rs 25,000 to Rs 1 lakh) to drive growth, Titan Watch Division CEO Kuruvilla Markose told PTI. Riding on the premiumisation wave, trend of revival of analogue watches, Titan is expanding the network of its Helios and the new Helios Luxe format as the appetite for luxury watches in India is on the rise, he said, adding, "Premium and luxury segments will grow faster, potentially upwards of 30 per cent." With tailwinds such as a growing economy, rising personal income, and a .

Round from Eximius Ventures and Titan Capital, led by Unilazer Ventures (backed by Ronnie Screwvala)

Jewellery demand is anticipated to see an uptick in H2FY26, given the higher number of weddings, up by 7-8 per cent

Ducati Watches have launched in India with Titan, priced at Rs 16,000-25,000 across 43 SKUs. Titan aims to scale distribution from 250-300 outlets in four months to 1,000 outlets in 18 months

Nomura expects Indian markets to trade in the range of 20-22x one-year forward earnings, assuming risk premia remain low.

Titan delivered a strong quarter with its core jewellery business growing 18.8 per cent year-on-year (Y-o-Y), backed by 14 per cent like-to-like (LTL) growth.

Leading jewellery and watchmaker Titan on Monday reported an increase of 59 per cent in consolidated net profit at Rs 1,120 crore for the September quarter of FY26. The company posted a net profit of Rs 704 crore in the July-September quarter a year ago, according to a regulatory filing from Titan. Its sales were up 22.17 per cent to Rs 16,461 crore in the September quarter of FY26. It was Rs 13,473 crore for the corresponding quarter. Total expenses of Titan increased 26.3 per cent to Rs 17,316 crore in the September quarter. Titan's total income, which includes other income, was at Rs 18,837 crore, up 28.5 per cent during the September quarter. During the quarter, Titan's jewellery business increased 29.3 per cent to Rs 16,522 crore. In the jewellery business, Titan's domestic business, which includes Tanishq, Mia and Zoya, grew 18 per cent to Rs 12,460 crore. CaratLane's domestic business posted 32 per cent growth, reaching Rs 1,072 crore, over Q2, FY25, respectively. Its tar

Shares of gold-loan providers Muthoot Finance and Manappuram Finance trade at key supports on the charts; face over 11% downside risk. Also check outlook on Titan and other jewellery-related stocks.

Nomura has maintained its Nifty target for March 2026 at 26,140, implying a modest upside of 4 per cent from current levels, based on a FY27F earnings per share (EPS) estimate of ₹1,245.

Ajoy Chawla said that he hopes buyer growth will be better this festive season, coupled with the wedding season that follows

The jewellery business, which contributes close to 90% of overall revenue, grew 19% year-on-year, the Bengaluru-based company said in its business update for the quarter ended September 30

Vishal Mega Mart's growth is less capital-intensive, with a sizable portion coming from SSG, Emkay analysts noted.

In the year-to-date (Y-T-D) period, the Nifty FMCG index has lost 3 per cent, as compared to a rise of around 4 per cent in the Nifty 50, Bloomberg data shows

Technical charts suggest that shares of gold loan firms, which have surged over 50% so far in 2025, could rally another 17% from here; while a likely mixed outlook for jewellery makers and sellers.

Analysts at Nomura have initiated coverage of Titan with a 'Buy' rating and a target price of ₹4,275, highlighting the company's strong positioning relative to peers on a risk-weighted basis.

Markets edged higher and gained over half a percent, supported by optimism surrounding the GST Council meeting.

Motilal Oswal retained its 'Buy' rating with a target price of ₹4,150, noting Titan's 25 per cent consolidated Y-o-Y growth and 17 per cent jewellery growth ex-bullion.

Titan posts Rs 1,091 crore net profit in Q1FY26 as jewellery, watches and international units boost revenue and margins; CaratLane and Taneira record sharp growth

Boosted by rising gold prices, the jewellery and watchmaker reported strong Q1 earnings even as it looks to set up manufacturing in West Asia to support its growing presence in the US market

Titan, Gokaldas Exports, Welspun Living, Goldiam International and Indo Count are likely to decline up to 27% from here, as stocks break below key support levels; show technical charts.