Titan Company Limited — PPTs, 10-02-2026: Investor Presentation

Here's an equity analyst-style summary for retail investors:

**1. Business Performance:**

Titan delivered a stellar Q3FY26, with total income (excluding bullion) surging 40% year-on-year to ₹24,592 Cr. Jewellery led this strong growth, climbing 42% to ₹22,517 Cr, fueled by festive collections and buyer engagement. Watches grew 14% to ₹1,295 Cr, while EyeCare increased 18% to ₹231 Cr. Emerging businesses and TEAL also contributed positively.

**2. Growth Drivers or Strategy:**

The festive season boosted broad consumer interest across premium and accessible segments. Strategic initiatives include expanding the jewellery portfolio with the new lab-grown brand 'beYon', and the 67% acquisition of Damas Jewellery, which broadens Titan’s reach into new geographic and demographic markets.

**3. Recent Developments:**

Key developments include the launch of 'beYon' jewellery and Sonata Gold receiving a Good Design Award. The acquisition of Damas Jewellery was completed post-quarter-end.

**4. Key Financial Metrics:**

Consolidated EBIT jumped 63% to ₹2,657 Cr, with the margin improving to 10.8%. Profit After Tax (PAT) rose 61% to ₹1,684 Cr, achieving a 6.8% margin.

**5. Management Commentary / Outlook:**

Management emphasized a quarter of strong, broad-based growth across businesses, highlighting resilience in various market segments. The company remains committed to enhancing brand equity, deepening customer engagement, and driving sustainable growth through innovation.