Should You Buy Titan Stock Now? Here’s What Experts Say
On Friday, May 9, 2025, Titan Company Limited, a leading brand in jewellery, watches, and eyewear under the Tata Group, witnessed a sharp rise in its share price. Titan stock surged by 4.8% during early trading hours, touching a 2-month high of ₹3,530 per share, even as the broader Indian stock market showed mixed signals. The rally in Titan shares follows a strong March quarter (Q4FY25) performance, which exceeded analyst expectations and led to upward revisions in target prices by several brokerage firms.
Titan’s Q4FY25 Results Spark Investor Optimism
Domestic brokerage firm Nuvama Institutional Equities reaffirmed its ‘Buy’ rating on Titan and raised its target price from ₹4,115 to ₹4,541. According to the firm, Titan’s impressive performance was driven by effective operational leverage, strategic hedging benefits, and a renewed uptick in the solitaire jewellery segment. Despite some pressure on gross margins and a decline of 300 basis points in the studded jewellery mix, Titan’s jewellery division delivered a solid EBIT margin of 11.9%.
Additionally, Titan experienced a significant boost in revenue—registering a 25% year-on-year increase—driven by strong wedding and festive season demand, even amid elevated gold prices. Analysts at Nuvama expect this trend to continue in Q1FY26, supported by a busy wedding season. As a result, they have revised Titan’s FY26 and FY27 revenue estimates upward by 4% and 5%, respectively, along with increases in profit after tax (PAT) estimates by 2% and 5%.
In addition to the jewellery division, Titan’s watch and wearables segment also recorded positive growth, aided by increasing consumer demand for smartwatches and premium timepieces. The company is continuously innovating in product design and expanding its retail presence across metro and tier-2 cities, which adds to its growth momentum.
Rekha Jhunjhunwala’s Wealth Gets a Boost
Rekha Jhunjhunwala, a prominent investor and wife of the late Rakesh Jhunjhunwala, holds a significant stake in Titan. With the stock’s recent rally, her wealth has reportedly increased by over ₹700 crore in a single trading session, reaffirming Titan’s status as a strong wealth creator in her portfolio.
The late Rakesh Jhunjhunwala was one of the earliest believers in Titan’s long-term growth story, and his legacy continues as Titan remains one of the top performers in her portfolio. Rekha Jhunjhunwala’s holding in Titan has consistently delivered high returns over the years, backed by the company’s robust financials and brand equity.
Brokerages Raise Target Prices for Titan
Several brokerages have revised their outlook on Titan:
- Nuvama Institutional Equities: Maintains its ‘Buy’ recommendation and increases the target price to ₹4,541, reflecting strong confidence in Titan’s growth trajectory.
- Macquarie: Maintains ‘Outperform’ rating, revises target to ₹4,000.
- Axis Securities: Raises target to ₹3,700 but maintains a ‘Hold’ stance.
- Motilal Oswal: Cites strong momentum from the festive season and suggests a long-term ‘Buy’ strategy, setting a revised price target of ₹4,300.
These upgrades suggest confidence in Titan’s future earnings potential, even though some caution remains due to the stock’s current valuation. Analysts suggest that investors should wait for minor corrections or dips to accumulate the stock.
Expanding Retail Network and Brand Portfolio
Titan has aggressively expanded its Tanishq jewellery stores across India and is also increasing its international footprint, particularly in the Middle East. Additionally, its eyewear brand ‘Titan Eyeplus’ and perfume brand ‘Skinn’ are gaining traction among urban consumers. These diversifications are helping Titan maintain a broad consumer base and reduce overdependence on any single category.
The company is also investing in digital transformation, offering a seamless omnichannel experience. Titan’s e-commerce sales have grown steadily, reflecting the shift in consumer behavior post-pandemic. By integrating online and offline channels, Titan ensures convenience and flexibility for its customers.
In line with this, the demand for auspicious gold purchases around festive occasions like Akshaya Tritiya continues to play a major role in boosting Titan’s jewellery sales.
Should You Buy Titan Shares Now?
Titan’s strong fundamentals, backed by consistent demand in the jewellery segment, strategic expansion in eyewear and wearables, and proven management execution, make it a promising long-term investment. The company’s emphasis on premiumisation, continuous innovation, and delivering an enhanced customer experience significantly reinforces its position in a competitive market.
However, potential investors should also consider the high valuation and assess their risk appetite. The current price level might be near short-term resistance, so timing and entry point are key. For long-term investors, minor market corrections could present good buying opportunities.
If you’re looking for a quality large-cap stock with strong brand recall, financial discipline, and growth visibility, Titan remains a compelling pick. The recent surge and positive brokerage outlook make it an ideal stock to watch in the current market.
Conclusion
Titan’s impressive Q4FY25 results, bolstered by vibrant festive and wedding season demand, have sparked renewed confidence among both investors and market analysts. With target price upgrades from top brokerages and increased investor interest, Titan continues to be a top contender in the consumer goods and lifestyle space.
Backed by the Tata Group’s legacy, customer trust, and a focus on innovation, Titan is well-positioned to sustain its growth trajectory. Whether you’re a retail investor or a seasoned market participant, Titan’s story is one that showcases the power of brand value and long-term strategic vision.
Disclaimer: The content presented here is purely informational and should not be interpreted as financial advice. It is advisable to seek guidance from a certified financial advisor before making any investment-related decisions.