Q1 2026 Titan Company Ltd Earnings Call Transcript

Aug 7, 2025 / 01:00 PM GMT

Release Date Price: ₹3415.7 (-0.06%)

Transcript

Key Points

Positve

Titan Co Ltd (BOM:500114) reported strong margin performance across segments, with a notable benefit from a one-time inventory revaluation.
The watches division experienced exceptional growth, driven by premiumization and increased volume in brands like Sonata and Fasttrack.
The company has successfully leveraged ticket size growth and a repeat customer base, even amidst high gold prices.
Titan Co Ltd (BOM:500114) has expanded its international jewelry business, particularly in the GCC, which is expected to contribute significantly to sales.
The company has maintained its market share in the jewelry segment, despite competitive pressures and a high base effect from previous quarters.

Negative

There is a potential for growth moderation in the jewelry segment due to a high base effect from the previous year and external factors affecting gold prices.
The company faces challenges in sustaining high margins due to one-off benefits that are expected to reverse in upcoming quarters.
Same-store sales momentum in the jewelry segment has been lagging behind other larger listed players.
The market for lab-grown diamonds is growing, posing a potential threat to Titan Co Ltd (BOM:500114)'s natural diamond offerings.
The company is experiencing a consumption-related challenge, impacting the growth of its jewelry segment, particularly in the higher value segments.

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

TITN.NS - Titan Company Ltd
Q1 2026 Titan Company Ltd Earnings Call
Aug 07, 2025 / 01:00PM 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 Q1F 526 earnings conference call.

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

Should you need assistance during this conference call, please sign of data by pressing start and 0 on your touchstone 4. Please note that this conference is being recorded.

I now hand the conference over to Mr. C Kenkiraman, managing director, Titan Company Limited.

Thank you and over to you, Mr. Venetamman.

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Unidentified_2 [2]
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