Titan Company

An idea on JRD Tata's birth anniversary on July 29

Of the ₹7,756 crore total gain in her portfolio, one stock - Titan Company - has made her richer by ₹3,469 crore since April 2026

Brokerage reports state that mass categories performed well during the quarter and the sector was aided by store expansion

Thus far in the calendar year 2026, the stock price of Thangamayil Jewellery zoomed 110 per cent, as against 7.4 per cent decline in the Nifty 50.

In the past month, Titan (up 14 per cent), Thangamayil Jewellery (28 per cent) and Sky Gold (21 per cent) logged strong gains as against a 4 per cent rise in the BSE Sensex.

Titan registered a strong all-round performance in Q1FY27 with domestic business growing by 37% driven by 39% growth in the jewellery business, while international business grew by 128%.

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Jewellery led growth across Titan's portfolio, while the company expanded its retail footprint by adding 77 stores during the April-June quarter

Titan expects rising discretionary spending, premiumisation and formalisation across categories, along with robust economic growth, to drive long-term demand for its branded products

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Titan share price rises 5 per cent in two days as FY30 roadmap boosts analysts' confidence. Brokerages see market share gains, CaratLane growth, and international expansion driving revenue growth

Titan said it will take another four to six weeks to assess the impact of higher gold import duty and the PM's appeal to reduce gold consumption on consumer sentiment

Ambit said crude-linked RM inflation is expected to impact companies unevenly, with margin outcomes depending on pricing strategy, balance sheet strength, and operating leverage

Nomura has maintained a 'Buy' on Titan with an unchanged target price of ₹4,950, based on 60x March 2028 earnings per share (EPS)

Govt hikes gold import duty: The move triggered selling in jewellery stocks, including Kalyan, Senco Gold, Titan. On the contrary, shares of Manappuram Fin, Muthoot Fin, and IIFL Finance rose up to 7%

Gold-related stocks are likely to remain in focus post 15% import duty hike. In the last two days, these shares tumbled up to 15% after PM Modi appealed to Indians to abjure buying gold for a year.

Shares of jewellery companies witnessed selling pressure on Monday after PM Modi urged citizens to abjure from purchasing gold and gold jewellery for the next one year.

JP Morgan India expect Titan to benefit from sector formalisation, innovation, expanding distribution, and resilient demand despite elevated gold prices

Titan and Kalyan Jewellers posted strong Q4 revenue growth driven by jewellery demand, though rising bullion sales and gold prices weighed on margins

Leading branded jeweller maker Titan Company is unconcerned about short-term gold supply issues due to West Asia conflict as its gold exchange programme and contingency sourcing plans are helping mitigate risks. Titan, whose FY26 topline crossed Rs 75,000 crore, said the company's gold exchange programme has been running successfully since the third quarter and it has further strengthened sourcing flexibility for its jewellery businesses. "...our gold exchange programme is very, very successfully being run from the last quarter three onwards. We always used to run this but now we have another level," CFO Ashok Sonthalia said while responding to a query around gold supply. He said the company has measures in place to respond to any supply-related challenges if required."On a short notice we can, if required, further ratchet it. Some of the other Plan Bs are also ready," he said. "We are at least not concerned in the short term as far as gold supply is concerned for Titan, Tanishq an