shares rallied 6.6% to their day’s high of Rs 3,222 on the BSE in early trade on Tuesday, after the company reported a strong 25% year-on-year growth in Q4 FY25, driven by broad-based performance across key segments. The consolidated retail network added 72 net stores during the quarter, taking the total store count to 3,312.The jewellery segment—Titan’s largest—registered 24% YoY growth, supported by higher gold prices. Plain gold jewellery rose 27%, while gold coin sales jumped 65%, reflecting strong consumer interest in both adornment and investment purchases. However, elevated prices dampened demand in lower price brackets, resulting in single-digit buyer growth.

In contrast, premium jewellery demand remained firm, driving a high double-digit increase in average ticket sizes. Studded jewellery grew in low double digits, while the solitaire segment saw a turnaround in performance.

The watches and wearables business grew 20% YoY, led by robust sales of analog watches under the Titan, Fastrack, and Sonata brands.

Titan’s EyeCare segment posted 18% YoY growth, supported by strong traction in international eyewear brands and rising e-commerce contribution.

Among emerging categories, fragrances grew 26% YoY, and Caratlane reported 22% growth, led by a healthy studded portfolio. However, Taneira sales declined by 4% during the quarter.From Ambani to Adani: India's 4 richest billionaires lose over $10 billion in bloody Monday market crashIn March, global brokerage Macquarie lowered its target price for Titan to Rs 4,000 from Rs 4,150 while retaining its ‘Outperform’ rating. The brokerage continues to see Titan as a top pick in the consumer sector and expects the rise in gold lease costs to favour Titan over smaller players. Concerns over lab-grown diamonds were seen as immaterial.

However, Macquarie trimmed FY25–27 EPS estimates by 3–4% due to higher lease costs—partly linked to tariff impacts—and the near-term pressure from elevated gold prices on jewellery demand.

Stocks in news: Tata Motors, Adani Ports, Titan, KPI Green, BEL

Technically, the stock’s Relative Strength Index (RSI) is at 42.7. An RSI below 30 signals oversold conditions, while above 70 indicates overbought territory. The stock’s MACD stands at 5.9, above the center line but below the signal line.

Titan shares are currently trading below all key short- and long-term moving averages, including the 20-day to 200-day simple moving averages (SMAs).

On Monday, Titan shares closed at Rs 3,203.6 on the BSE, down 1.7%, while the benchmark Sensex declined 1.95%. The stock is down 14% in the past 3 months and 19% over the past 12 months. Its market capitalisation currently stands at Rs 2.68 lakh crore.


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