Jewellery demand is anticipated to see an uptick in H2FY26, given the higher number of weddings, up by 7-8 per cent
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.
CLSA noted that India's largest consumption categories, those with market sizes above $1.5 billion, are concentrated in beauty and personal care products
Goldman Sachs top stock picks: Tech charts predict up to 19% upside for Reliance, Titan, PTC Industries; Havells India, however, may underperform in the near-term; check key levels for these 4 stocks.
Among sectors, their biggest 'conviction' as regards India is on the defence sector, where Goldman Sachs believes PTC Industries is scores over its peers
The Indian stock market, Morgan Stanley believes, is transitioning into one that will be driven by macros and stock-picking will likely lose importance
3M India, Indian Oil, JK Tyre and Titan zoomed up to 19% in Tuesday's trade. Technical charts suggest these 4 stocks can rally to fresh life-time highs and rally up to 25% from here.
With gold prices correcting from its high and festive pickup in sales, ICICI Securities expects Titan's EBIDTA margins to sequentially improve in Q3 with better margins in its core jewellery business.
Stocks to Watch today, November 4, 2025: From Bharti Airtel, Hero MotoCorp, Titan Company, and Power Grid, here is a list of stocks that will be in focus today
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
The US accounts for 37 per cent of India's total exports of precious stones and 28 per cent shipments of gold jewellery
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.
Titan share price outlook: The pent-up demand from the upcoming wedding season is expected to offset the short-term moderation once the gold prices stabilise.
Globally, gold consumption continues to be driven by Jewellery, investment flows, central bank diversification, and growing industrial use in AI chips and electronics
Thus far in the calendar year 2025, Bharti Airtel has soared 27% and Titan Company 14%, as compared to a 6.7% rise in the BSE Sensex.
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.
P N Gadgil Jewellers too put up a strong show, with its retail segment growing 29 per cent in Q2 FY26. This was driven by healthy store-level performance and festive season sales
Titan's consumer businesses grew about 20 per cent Y-o-Y in the September quarter, adding 55 stores to reach 3,377
Stocks to Watch today, October 8, 2025: From Titan Company, Godrej Consumer to Saatvik Green Energy, here is a list of stocks that will be in focus