Titan Company shares surge over 4% after posting 13% YoY jump in Q4 net profit

Q4 FY25 Performance Highlights

Consolidated Net Profit:Titan reported a net profit of ₹871 crore in Q4 FY25, marking a strong 13% rise over ₹771 crore from Q4 FY24 

Total Income & Revenue Growth:

• Revenue from operations grew ~19–22% YoY, reaching ₹14,916–₹15,032 crore (sources vary slightly) .

• EBITDA climbed ~23–30%, depending on the source, supported by stable gross and operating margins

Jewellery Segment:

• Core jewellery business rose 25% YoY (₹11,232 crore), with gold jewellery and coin sales up ~30%, and studded jewellery +12% 

• Gold coin revenues more than doubled (~64%) as investors bought bullion amid high gold prices .

Watches & Wearables:

• This segment saw ~20% growth, contributing ~₹1,126 crore 

Eyecare & Emerging Businesses:

• Eyecare revenue grew ~16%.

• Emerging categories (Taneira dress wear, fragrances, accessories) grew at ~5% 

Dividend:Board has recommended an ₹11/share dividend

Analyst Take & Market Response

• Shares jumped ~4–4.5% reflecting investor optimism .

• Motilal Oswal maintained a Buy rating with a ₹4,000 price target, citing Tanishq’s strong brand and store expansion (3,312 stores by Mar ’25) 

• JM Financial also upgraded to Buy, setting a ₹3,725 target. Nuvama reaffirmed Buy, projecting strong FY26–27 growth

What It Means for You

• For Investors: The strong fundamentals—solid margins, diverse revenue streams, dividend payout, and analyst endorsements—suggest positive medium-term outlook, though keep an eye on gold price volatility.

• For Students or Analysts: Titan offers a pragmatic case study of how premiumisation, diversification, and strategic branding drive growth in emerging markets.

• Looking Ahead: FY26 will be a key year, with leadership transition, expansion in wearables/eyecare, and margin management amid high bullion prices.