Titan Share Price Rises Over 6% as Q4 Revenue Grows 25% YoY Across Segments

Market Performance

Titan's share price experienced a notable surge on April 8, 2025, increasing by 6.5% to reach Rs 3,222 per share following a substantial business update for Q4.

However, year-to-date, the company's shares have declined 7%, a slightly steeper drop than the 6% decrease of the Nifty 50 index.

Main News

Titan reported robust 25% year-on-year revenue growth for Q4 2025 across its various business segments. A significant increase in jewellery and eyewear divisions highlighted the company's performance.

• Jewellery Segment: The jewellery category recorded a 25% rise in revenue, primarily driven by higher gold prices. Despite this growth, the surge in gold prices hurt demand within the lower price range, leading to single-digit growth in the number of buyers.
• Eyewear Segment: The eyecare segment saw revenue growth of 19%, supported by strong performance in revenue generation and customer acquisition.
• Watches & Wearables: The watches and wearables division grew by 22%, contributing to the overall growth.

Additionally, Titan's other businesses, including fragrances and fashion accessories, grew by 26% compared to the previous year, with fashion accessories contributing a 12% increase.

Challenges:

Titan faced a decline in the performance of its ethnic wear brand, Taneira, which saw a 4% drop in sales during the quarter.

Company Details

Titan continues to expand its presence in various market sectors:

• Fragrance and Fashion Accessories: The company launched its first experiential store for the fragrance brand 'SKINN' in Seawoods, Mumbai, while its premium handbag brand 'IRTH' expanded with new store openings across Hyderabad, Pune, Noida, and Mumbai. In contrast, Taneira closed one store during the quarter.
• Digital-first Jewelry Brand - Caratlane: Caratlane, Titan's online jewellery brand, posted a 22% growth in revenue. This was driven by consumer interest in gold jewellery and strong sales in the studded collection. Caratlane also expanded its footprint by opening 17 new domestic stores.

Summary

Titan's overall performance in Q4 2025 showed significant revenue growth across multiple segments, with jewellery and eyewear leading the way. However, the company also faced some challenges, including decreased Taneira's sales and store closures. Expanding its premium brands and the continued growth of Caratlane's digital-first offerings helped offset some of the challenges in other sectors.