Titan Company Limited — Investor Meet, 14-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Titan reported strong Q4 & FY26 top-line growth across all businesses. Jewellery saw 8% buyer growth, aided by successful gold exchange, diamond activations, and wedding advancements. Management targets 15-20% Jewellery growth (medium-term outlook), adapting to high gold prices with lightweight and gemstone jewellery. Watches grew 14%. International business had an ₹82 Cr Q4 loss due to GCC disruption (full year profitable). Unallocated Q4 losses included ~₹100-120 Cr for special employee rewards. The company remains confident in industry formalization and strategic initiatives like beYon's expansion.