Q4 2025 Titan Company Ltd Earnings Call Transcript

May 8, 2025 / 01:30 PM GMT

Release Date Price: ₹3369.3 (+0.91%)

Transcript

Key Points

Positve

Titan Co Ltd (BOM:500114) reported a satisfying performance across segments and countries despite challenging conditions.
The company has seen early traction with new collections in 18 and 9 carat gold, indicating consumer openness to lower carat options.
There is a significant increase in buyer growth for smaller stone sizes in solitaires, outpacing gold buyers.
The company achieved an 11.9% standalone EBITDA margin, benefiting from operating leverage and hedging gains.
Titan Co Ltd (BOM:500114) is targeting high double-digit growth, driven by ticket size, buyer growth, or a combination of both.

Negative

The increase in gold prices has led to a strain on working capital and impacted return ratios.
Consumer sentiment in the sub-50,000 price band is affected, with some buyers being reticent.
There is a muted new buyer growth in gold, particularly in the lower price bands.
The company faces competitive intensity with heavy discounting on making charges from both small and large players.
The uncertainty in gold prices and other market conditions makes it difficult to provide an upside to the 11-11.5% margin guidance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TITN.NS - Titan Company Ltd
Q4 2025 Titan Company Ltd Earnings Call
May 08, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Titan Company Limited's Q4 and 525 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing start and 0 on a touchtone phone. Please note that this conference is being recorded.

And I'll hand over the conference over to Mr. C K Venkataramman, managing director of Titan Company Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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