Titan Company

Titan reported a consolidated revenue of ₹ 76,078 crore for FY26, up 32.7% from FY25, while net profit surged 52% to ₹ 5,073 crore. The country's largest jewellery retailer is targeting a two-fold increase in consolidated revenue and operating profit by FY30 compared with FY26 levels.

A stellar quarter and ₹ 76,000 crore in annual revenue couldn’t save Titan from a brutal market crash. As gold tariffs rise and macro shocks hit Tanishq, can the retail giant successfully pivot to a diversified lifestyle future?

Jewellery stocks faced significant selling on May 13 after the government increased customs duties on gold and silver to 15%. Major companies like Kalyan Jewellers and Titan saw declines up to 6%, raising concerns over input costs and demand.

Jewellery stocks like Kalyan Jewellers, Titan Company, and Senco Gold fell up to 10% after PM Modi urged avoiding non-essential gold purchases to protect foreign reserves. Analysts suggest long-term investors stay invested despite short-term volatility.

The call for action comes at a time when retailers are already struggling to ensure volume growth due to record high gold prices

The jewellery business drives growth as consumers advance purchases amid rising gold prices.

Titan Q4 Results 2026: Titan Company's Q4 FY26 results showed a 35.4% YoY net profit growth to ₹ 1,179 crore and an 80.5% rise in revenue to ₹ 26,920 crore. The jewellery segment excelled, and the company pursued strategic store optimisations.

Organised jewellers promote lightweight designs, price-lock plans and new launches to sustain demand before Akshaya Tritiya, as consumers shift toward smaller, affordable purchases amid volatile gold prices.