Published on 09/05/2025 12:06 PM
Titan reported a 10.7 per cent year-on-year rise in Q4 net profit to Rs 870 crore, up from Rs 786 crore a year ago. Revenue grew 19.7 per cent YoY to Rs 13,477 crore, propelled by a 25 per cent growth in jewellery sales despite high gold prices. The company declared a dividend of Rs 11 per share.
Aided by operational leverage and hedging gains, the EBIT margin in jewellery improved to 11.9 per cent, surpassing expectations despite a drop in the studded ratio. Analysts pointed to strong wedding demand and better product mix, including revived interest in solitaires, as key tailwinds.
Motilal Oswal retained its ‘Buy’ rating on the Tata stock with a target price of Rs 4,000, expecting a profit CAGR of 22 per cent over FY25–27. Nuvama hiked its target to Rs 4,541, citing margin strength and robust outlook. The brokerage also tweaked FY26/27 revenue and PAT estimates upwards.
With 3,312 stores at the end of FY25, Titan’s multi-format expansion is on track. The company’s non-jewellery verticals—including smart wearables and eyewear—are also scaling steadily and are expected to contribute meaningfully in the medium term.
Titan’s RSI stands at 61.9, signaling strength without overbought pressure. Its beta of 0.8 reflects lower volatility, making it a defensive consumer play within the broader Tata portfolio. Analysts remain confident that Titan’s brand, scale, and execution give it a durable competitive edge.
Get Latest Business News, Stock Market Updates and Videos; Check your tax outgo through Income Tax Calculator and save money through our Personal Finance coverage. Check Business Breaking News Live on Zee Business Twitter and Facebook. Subscribe on YouTube.
LATEST NEWSBy accepting cookies, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.