Titan Company Limited
10,091words
42turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
8.5%
27%
20%
100%
67%
₹761
₹51
₹3,509
rs
11
₹25,000 crore
₹50,000 crore
Guidance — 7 items
Note
opening
“Bullion & Digi - gold) ₹51 bn FY26 Profit After Tax ₹3,509 bn Market Capitalization on BSE 3,603 Stores 5.3 mn Retail area ( sq.ft.) 440+ Town presence 13,750+ Employees on roll 49 mn Encircle Members 11 Manufacturing and Assembly facilities”
Note
opening
“rankings, - ready Paris Fashion Week video embedded as hyperlink 12 Management Commentary FY26 has been a landmark year for Titan.”
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opening
“We had crossed the revenue milestone in FY25 after nearly 40 years.”
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“The next remarkably achieved in a single year of FY26.”
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opening
“Our strengthening their customer value proposition innovative collections and As we step into FY27 with optimism on the back of an exceptional FY26 performance, we are conscious of the macro volatility and fragile geopolitical situations that necessitate all around agility to respond effectively elevating Titan’s competitive advantage , deepening customer engagement, and creating long - term value for all our stakeholders to grow our businesses.”
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opening
“& Banks Mar-26 Mar-25 Mar-24 Mar-23 Mar-22 272,000 350,862 337,780 223,287 225,156 Market capitalization is of the last trading day of the respective periods 52 Awards & Recognitions Titan Company Ltd joined the National Stock Exchange of India as it celebrated 30 years of the Nifty50 index Ltd’s Titan Company FY25 Annual Report won Platinum rank at the LACP 2024/25 Vision Awards multi - line retail category.”
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opening
“Financial Statement (L) = (F+G+H+I+J +K) 75,788 1,678 12,058 - - - EBIT Details – FY26 EBIT Particulars (₹ crores) Tanishq, Mia, Zoya Watches EyeCare Emerging Businesses Corporate Standalone Financials (Reported) CaratLane "International Business" TEAL Other Adj.* (A) (B) (C) (D) (E) (F) = (A+B+C +D+E) (G) "Jewellery (H)" "Other Business’ (I)" (J) (K) Consol.”
Risks & concerns — 1 flagged
55% YoY primarily led by strong volume growth and double ASP - digit • Fragrances: Business grew c.38% YoY, driven by robust volume led growth across Skinn and Fastrack perfumes, with ASPs seeing modest expansion • Taneira : While the recorded Revenue was flattish YoY, the consumer (secondary) growths were higher by c.12% YoY driven by double - digit ASP growths, (partially offset by decline in volumes).
— Note
Speaking time
27
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Opening remarks
Note
1. Market share data is based on internal estimates of the domestic market 2. All numbers are as on 31 st March 2026 6 Titan ’s Consumer Businesses ( 2/2) Indian Dresswear (‘Taneira ’) Pure Handcrafted Weaves Fragrances India’s Leading Fine Fragrances Brand 100+ Clusters* 3,400+ Multi- Brand Outlets 75+ Exclusive Taneira Brand Outlets 14 Skinn Kiosks Taniera Weavershala An initiative by brand ‘ Taneira ’ supporting weavers with technical expertise and improving their working conditions 950+ Touch points across India for brands ‘Skinn’ & ‘Fastrack’ Including presence at Titan World and Fastrack Outlets Women ’s Bags Thoughtfully designed Bags 17 Exclusive Irth Brand Outlets ~ 170 Departmental Stores Presence for brands ‘ ‘Fastrack’ Irth’ and
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1. Market share data based on internal estimates; All numbers are as on 31 2. *- Clusters represent regions of India with distinct traditional handloom weaving practices st March 2026 7 Titan Brands - Segmentation Landscape & Brand Size Luxury Premium Mid Market Mass Market 0 50 100 150 200 250 300 350 400 450 500 550 600 650 700 750 800 850 900 950 1,000 +
Note
1. Bubble size for the brands 2. represents the indicative Business size as of 31 st March 2026 (not to scale) Touch Points Touch points refer to the physical brand presence across exclusive retail outlets, large format stores and other channels as app licable for the respective brands 8 Titan Company Structure Titan Company Limited 100% 100% 100% 100% 100% Titan Engineering & Automation Limited (TEAL) CaratLane Trading Private Limited TCL North America Inc Titan Holdings International FZCO, Dubai Titan Commodity Trading Limited 100% 100% TEAL USA Inc. StudioC Inc., USA
Note
1. Minority stakes are not included in the above structure 2. Company Structure is as of 31 3. st March 2026 *Signature Jewellery Holding Ltd. [SJHL], is the holding company for Damas Jewellery entities 100% 100% Titan Global Retail LLC, Dubai Titan International QFZ LLC, Qatar 67% Signature Jewellery Holding Limited, Dubai* 100% Titan Watch Company Limited, Hong Kong 9 About the Company Executive Summary Titan at a Glance Quarter Highlights Management Commentary Business Highlights Business Performance Financial Performance Other Updates Executive Summary 10 Titan at a Glance Financial strengths Retail presence People, Customers, Facilities ₹761 bn FY26 Total income (excl. Bullion & Digi - gold) ₹51 bn FY26 Profit After Tax ₹3,509 bn Market Capitalization on BSE 3,603 Stores 5.3 mn Retail area ( sq.ft.) 440+ Town presence 13,750+ Employees on roll 49 mn Encircle Members 11 Manufacturing and Assembly facilities
Note
1. All figures are on a consolidated basis and as on 31 st March 2026, rounded to nearest integers; Town presence includes International locations 11 Quarter Highlights Tanishq elevates global luxury presence at Paris Couture Week: Tanishq marked its fourth showcase at Paris Couture Week 2026, the Desert Diamonds collection diamonds from desert terrains tones and exceptional craftsmanship luxury positioning , the collection highlighting warm, earthy with Rahul Mishra. Inspired by rare natural , further strengthening Tanishq’s global unveiling Titan recognized among India sustainability leaders: ’s ranked 3rd in the Consumer Services, Retail Titan Company & Entertainment category and 40th overall in Business World’s India’s Most Sustainable Companies reinforcing its leadership in responsible and future growth. rankings, - ready Paris Fashion Week video embedded as hyperlink 12 Management Commentary FY26 has been a landmark year for Titan. We had crossed the revenue milestone in FY25 aft
Note
• • • Watches and EyeCare business financials represent domestic business of their respective brands • • • All consumer business representations above exclude financials related to primary shipments to International entities, export Domestic Income in Jewellery and Titan Company excludes Bullion and Digi Emerging Businesses comprise of - Gold sales of ₹6,699 crores in Q4FY26 ( Taneira , Fragrances & Women’s Bags +5.2% (36.0%) (40.7%) 20 21 10.3% 9.3% Q4FY25 Q4FY26 (37) (50) Q4FY25 Q4FY26 +38.0% 2,021 1,465 11.2% 10.9% Q4FY25 Q4FY26 re spective Businesses as a % of the Total for the respective periods ing Income and EBIT of Damas business included, post acquisition, from Q4FY26 in Jewellery s, if any and hence may differ from the Standalone Reported Financials ₹1,034 crores in Q4FY25) 14 Consolidated Business View – Quarterly e m o c n i l a t o T T I B E Jewellery Watches EyeCare Other Businesses 87 90 8 6 1 1 3 3 +50.2% 18,195 12,112 +7.8% 1,222 1,134 +17.6% 193 227 +49.9% 577 385 Tit