This Tata Group Stock engaged in engaged in designing, manufacturing, and retailing a wide range of lifestyle products, including watches, jewellery, eyewear, and fragrances, catering to both domestic and international markets, jumped 5% after the company reported March quarterly results with a 19.37 percent YOY increase in revenue and announced a 1,100 percent dividend.
With a market capitalization of Rs. 3,11,098.03 crores, the share of Titan Company Limited has reached an intraday high of Rs. 3,530 per equity share, rising nearly 4.95 percent from its previous day’s close price of Rs. 3,363.45. Since then, the stock has retreated and is currently trading at Rs. 3,504.20 per equity share.
Coming into the quarterly results of Titan Company Limited, the company’s consolidated revenue from operations increased by 19.39 percent YOY, from Rs. 12,494 crore in Q4 FY24 to Rs. 14,916 crore in Q4 FY25, and decreased by 15.92 percent QoQ from Rs. 17,740 crore in Q3 FY25.
Titan Company Limited generated 88.17 percent of its revenue from jewellery sales, 7.54 percent from watches and wearables, 1.28 percent from eyecare, and the remaining 3.01 percent from other operating activities in Q4 FY25. The company generated 95.54 percent of its revenue from India and 4.46 percent from the rest of the world in Q4 FY25.
In Q4 FY25, Titan Company Limited’s consolidated net profit increased by 12.97 percent YOY, reaching Rs. 871 crore compared to Rs. 771 crore during the same period last year. As compared to Q3 FY25, the net profit has decreased by 16.81 percent, from Rs. 1,047 crore. The basic earnings per share increased by 12.87 percent and stood at Rs. 9.82 as against Rs. 8.70 recorded in the same quarter in the previous year, 2024.
Dividend: The Titan Company board of directors has recommended paying a final dividend at the rate of 1,100 percent on the face value of paid-up equity shares of Re. 1 each for the financial year 2024-25, which is a dividend of Rs. 11 per equity share. The payment shall be made after 7 days from the date of the Annual General Meeting (AGM).
FY25 Results: Titan Company Limited’s revenue has increased from Rs. 51,084 crore in FY24 to Rs. 60,456 crore in FY25, which is a growth of 18.35 percent. The net profit has decreased by 4.55 percent, from Rs. 3,496 crore in FY24 to Rs. 3,337 crore in FY25.
Also read: Blackstone owned stock jumps 5% after reporting 673% YoY net profit growth; Declares 125% dividend
Management Commentary and Guidance
Titan’s management is optimistic about the company’s performance in the jewellery segment for the financial year 2026, expecting a growth of 15-20 percent and a margin of 11-11.5 percent.
Titan’s CFO, Ashok Sonthalia, expressed confidence in the outlook despite ongoing external challenges. He said, “While there have been many external challenges, which continue and sometimes get aggravated, as far as the outlook goes, it looks like we can still deliver a 15% to 20% growth number for FY26.”
He further added, “We have made strategic changes to collections and pricing, and we are seeing the results. We expect that to improve further in FY26. Fragrances are also doing well,” indicating strong performance across key product segments.
Target: CLSA has given Titan Company Limited an “Outperform” rating, revising its target price slightly lower from Rs. 4,402 to Rs. 4,326 per share. Despite the downward revision, this still reflects a strong upside of 29.13 percent from today’s low of Rs. 3,350.05.
Similarly, Citi has maintained a “Neutral” rating on Titan while raising its target price from Rs. 3,550 to Rs. 3,800 per share. This updated target implies an upside of 13.43 percent from today’s low of Rs. 3,350.05, indicating moderate optimism amid cautious sentiment.
Written By – Nikhil Naik
Disclaimer
The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.
