Titan Company (TITAN) — concall transcript

📢 Key Event
Titan reported 22% YoY jewellery growth and reaffirmed 11-11.5% EBIT margin guidance for FY25.

🔄 What Changed
Studded jewellery growth accelerated, with 25% segment expansion and 48% new buyer contribution; gold price pressures prompted margin stabilization focus.

🔮 What's Next
Targeting 11-11.5% annual EBIT margin, with emphasis on absolute EBIT growth and growth prioritization over margin expansion.

💡 Investor Takeaway
Growth is accelerating in premium segments, but margin stability hinges on managing gold cost pressures while expanding store and international reach.

Titan Company reported strong Q3 FY25 growth in jewellery and watches, driven by buyer expansion and studded segment momentum, with 22% YoY sales growth and 48% new buyers. Management expects stable 11-11.5% EBIT margins annually despite gold price pressures, focusing on growth over margin expansion. They highlighted robust demand in Tier-1 cities, wedding season tailwinds, and 16% QoQ store growth, while monitoring gold lease rate trends and international expansion in GCC and North America.

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About Titan Company Ltd (TITAN)

Consumer Durables · Diamond, Gems and Jewellery · Listed on BSE

Market Cap: ₹4,47,000.33 Cr P/E: 77.6 ROE: 36.7% ROCE: 20.9% Div Yield: 0.30%

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"How will gold price volatility impact Q4 margin performance?" "What is the expected contribution of international markets to FY25 revenue?" "When will EBIT margin reach the 11% floor if gold costs rise further?"

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🔥 Also filed on 31 December 2024

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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