Motilal Oswal believes Titan is well-equipped to manage the situation through superior gold sourcing capabilities and a strong balance sheet.
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
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
Total expenses of Titan jumped 85.16 per cent to ₹25,579 crore in the March quarter
The buying on the counter came after Titan released its March quarter (Q4FY26) business update on Tuesday, April 7, 2026, after market hours
Titan sees early wedding buying amid softer gold prices, with half of customers opting for old jewellery exchange as demand remains resilient despite elevated rates
The fall in gold prices, according to analysts, may actually support jewellery demand in the medium-term, even though it may create short-term pressure for some players
Titan's Helios Luxe has partnered with German watchmaker Alexander Shorokhoff to introduce limited-edition watches in India, targeting the country's fast-growing accessible luxury segment
Precious prices jumped after investors sought shelter in safe havens after the US and Israel attacked Iran over the weekend, adding to worries for equity investors
Volatility in gold prices has not deterred Indian buyers, with customers increasingly treating price corrections as opportunities to enter the market, similar to equity investors, Titan Company Managing Director Ajoy Chawla said. Many consumers who had earlier deferred purchases, being fence sitters due to rising prices, have now shifted strategy, choosing to buy during dips rather than wait indefinitely, he said. "People have burnt their fingers being fence sitters, so they are now using every correction to come into the market, as they do in the share market," Chawla told PTI. He acknowledged that volatility continues to mark the gold trade, but demand remains resilient. "Customers will try to participate. Those who missed out will try to come in," he said, underlining the strong sentiment around the yellow metal. Titan's jewellery division, which includes the flagship Tanishq brand, has benefitted from this trend, supported by product innovation and festive demand in the Decembe
Titan Company's Q3 performance was driven by its jewellery portfolio, which saw strong buyer engagement through exchange programmes, further supported by elevated gold prices, the company said
Leading watch maker Titan Company expects sales of luxury Swiss watches to rise sharply in India following the recent India-EU Free Trade Agreement, which has further lowered import duties on such products, said a top company official. The Tata group firm, which operates Helios and Helios Luxe formats, said Swiss brands will become more competitive in the domestic market as they pass on duty benefits to consumers. Its Swiss segment has been growing substantially and is in talks with more brands for its chain of Helios and Helios Luxe, Titan Watches Chief Sales & Marketing Officer Rahul Shukla told PTI. "Swiss watches will play a larger role, and the premium segment will drive the next phase of growth," he said. Duties on Swiss watches have already come down from about 22 per cent to 15 per cent under the India-EFTA FTA, which came into force on October 1, 2025. Switzerland is part of the four-nation European bloc EFTA. The India-EU FTA is expected to further reduce duties. "This .
CEO said buying for investment had peaked in the past one year
Titan's jewellery portfolio clocked a 41 per cent Y-o-Y growth in Q3FY26, driven by substantial average selling price (ASP) increases, offsetting flattish buyer growths.
Jewellery and watch maker Titan Co Ltd on Tuesday reported a whopping 40 per cent annual growth in its standalone revenue during the December quarter of FY26, aided by surging gold prices. According to the latest quarterly updates, the Tata Group firm said its jewellery division, which contributed around 85 per cent of its business, "clocked a robust 41 per cent YoY growth in Q3FY26". "Revenue growth was driven by substantial average selling price increases, offsetting flattish buyer growth," the company said. During the reporting quarter, its flagship jewellery brand Tanishq deployed a gold exchange offer to navigate the elevated gold price environment and sustained consumer engagement beyond the traditional festive window. About the buying pattern, Titan said "distinct consumer patterns" were observed across product categories. "Gold coins nearly doubled in sales v/s Q3FY25, reinforcing their strong investment proposition," it added. The gold (plain) category grew strongly in t
Motilal Oswal said the Nifty is trading at a 12-month forward P/E of 21.2x, near its long-period average of 20.8x, suggesting valuations are reasonable.
Rising funding, rapid store expansion and Titan's entry are pushing lab-grown diamonds from niche to mainstream, as Indian consumers embrace affordable, sustainable fine jewellery
Stocks to watch today: Market participants will keep an eye on Rites, Lupin, Bharat Forge and Titan shares on Wednesday.
Titan Company has appointed IAS officer Sandhya Venugopal Sharma as chairperson and additional director from January 4, following a nomination by co-promoter TIDCO
Titan Co, the country's leading jewellery maker, on Friday announced its entry into the lab-grown diamond segment, under the brand name of "beYon". Focusing on the emerging segment of affordable lab-grown diamonds in the country, the company will open a store in Mumbai on December 29, according to a regulatory filing from a Tata group-managed firm. "Titan will launch the brand name 'beYon - from the House of Titan' with an exclusive retail store in Mumbai on 29th December 2025 to cater to the adornment needs of women in lifestyle categories beyond watches, perfumes, sarees and handbags," it said. The brand 'beYon' will offer a curated range of Lab Grown Diamond (LGD) jewellery, making a start in this emerging category with plans to add a couple of more stores in Mumbai and Delhi in the immediate near future, Titan said. Over the last 2-3 years, the lab-grown diamond market in India has experienced rapid growth, driven by consumer demand for affordable, sustainable, and ethically ..