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Titan Company Limited Q1 FY26 earnings call summary

NSE: TITAN · BSE: 500114

Earnings call of 7 Aug 2025, summarised by AI from the filing.

Titan Q1 FY26: jewellery margin 11-11.5% guidance held despite 50 bps one-off reversal; watches mid-teen FY26 margin guided.

Key takeaways

  1. Guidance Jewellery margin band 11-11.5% for FY26; watches mid-teen EBIT margin expected for FY26.
  2. One-offs ₹100 cr one-time benefit split equally between jewellery and watches will reverse in Q2 and Q3.
  3. Consumption risk Overall consumption situation is an issue; Tanishq growth lower than desired.

Original filing on BSE

Titan Company Limited Q1 FY27 results

As filed: Revenue ₹21,356 cr (+29% year on year), EBITDA ₹2,890 cr (+58% year on year), PAT ₹1,777 cr (+63% year on year), EBITDA margin 13.5% (+246 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹26,920 cr (+80% year on year), EBITDA ₹1,937 cr (+26% year on year), PAT ₹1,179 cr (+35% year on year), EBITDA margin 7.2% (−311 bps). Score 72 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was in line with it; profit growth was above it. EBITDA margin fell 311 bps year on year. Profit fell 30% from last quarter. Profit rose ₹308 cr on a year ago, more than the ₹100 cr it added the year before. Share price after the results: −1.1% in 28 days (Nifty 500: −3.2%).
  • Q3 FY26: Revenue ₹25,416 cr (+43% year on year), EBITDA ₹2,713 cr (+62% year on year), PAT ₹1,684 cr (+61% year on year), EBITDA margin 10.7% (+124 bps). Score 88 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 124 bps year on year. Share price after the results: −3.3% in 30 days (Nifty 500: −7.8%).
  • Q2 FY26: Revenue ₹18,725 cr (+29% year on year), EBITDA ₹1,875 cr (+52% year on year), PAT ₹1,120 cr (+59% year on year), EBITDA margin 10.0% (+151 bps). Score 86 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 151 bps year on year. Share price after the results: +2.5% in 30 days (Nifty 500: −0.4%).
  • Q1 FY26: Revenue ₹16,523 cr (+25% year on year), EBITDA ₹1,830 cr (+47% year on year), PAT ₹1,091 cr (+52% year on year), EBITDA margin 11.1% (+168 bps). Score 94 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 168 bps year on year. Revenue rose ₹3,257 cr on a year ago, more than the ₹1,369 cr it added the year before. Share price after the results: +7.3% in 29 days (Nifty 500: +0.6%).
  • Q4 FY25: Revenue ₹14,916 cr (+19% year on year), EBITDA ₹1,537 cr (+29% year on year), PAT ₹871 cr (+13% year on year), EBITDA margin 10.3% (+77 bps). Score 75 of 100, Above trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 77 bps year on year. Revenue fell 16% from last quarter. Revenue rose ₹2,422 cr on a year ago, more than the ₹2,134 cr it added the year before. Share price after the results: +5.7% in 29 days (Nifty 500: +6.1%).
  • Q3 FY25: Revenue ₹17,740 cr (+25% year on year), EBITDA ₹1,674 cr (+7% year on year), PAT ₹1,047 cr (−1% year on year), EBITDA margin 9.4% (−161 bps). Score 48 of 100, In line with trend. EBITDA margin fell 161 bps year on year. Not enough history for a trend yet: scored on growth alone.
  • Q2 FY25: Revenue ₹13,215 cr, EBITDA ₹1,133 cr, PAT ₹705 cr, EBITDA margin 8.6%. Not scored. No result for the same quarter last year.

Past price moves after results do not indicate future moves. Not a recommendation.

Titan Company Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.