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
Motilal Oswal believes Titan is well-equipped to manage the situation through superior gold sourcing capabilities and a strong balance sheet.
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 like Titan and Kalyan Jewellers were dragging the overall index down after Prime Minister Narendra Modi's speech at a public event in Hyderabad over the weekend
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
Titan's consolidated total income grew 46 per cent year-on-year to ₹20,300 crore as compared to ₹13,891 crore in the year-ago period
Total expenses of Titan jumped 85.16 per cent to ₹25,579 crore in the March quarter
Q4FY26 company results: Firms including Tata Consumer Products, ABB India, Bank of Baroda, Bank of India, Oberoi Realty, and Kalyan Jewellers are also to release their January-March earnings today
Titan, Kalyan Jewellers, Sky Gold and Thangamayil Jewellery can potentially rally up to 15 per cent from here, believes Om Mehra, technical research analyst at SAMCO Securities.
Titan's domestic jewellery business delivered strong revenue growth in Q4 owing to the upcoming wedding season, festivals such as Gudi Padwa and Eid during the quarter, said ICICI Securities.
Kunal Kamble, sr. technical research analyst at Bonanza, has recommended buying shares of Adani Energy Solutions, Titan Company, and APL Apollo Tubes today
Strong same store sales and improving buyer growth helped jewellery majors post robust topline growth in the March quarter, signalling a recovery in demand
The buying on the counter came after Titan released its March quarter (Q4FY26) business update on Tuesday, April 7, 2026, after market hours
Rajesh Bhosale of Angel One has recommended buying the shares of Titan Company, Adani Power, and Godawari Power and Ispat today; check key rationales, and target price inside
Elara said the Nifty50 is currently trading at around 17.3 times one-year forward earnings, nearly 7 per cent below its 10-year average of 18.6 times, placing it in a historical 'bounce zone'