Posted on May 9, 2025, by Niftynews
Titan share price soared by 5% in early trade on May 9, 2025, hitting a two-month high of ₹3,530 per share. The jump came after the company released robust fourth-quarter earnings that exceeded analyst expectations and sparked a wave of target price upgrades from major brokerages.
This surge not only caught the attention of investors but also boosted the wealth of top shareholders like Rekha Jhunjhunwala, who gained an estimated ₹735 crore in a single day. With the stock on the rise and bullish signals from the market, the big question now is—should you buy Titan shares?
🔍 Titan Share Price: Key Q4FY25 Highlights
Titan Company, a key Tata Group subsidiary, reported a 25% year-on-year (YoY) growth in revenue to ₹12,581 crore during the January–March quarter. Net profit climbed 10.7% YoY to ₹870 crore, up from ₹786 crore in the same quarter last year. Total income came in at ₹12,730 crore, registering a 23.8% increase.
Here’s a quick look at the segment-wise performance:
- Jewellery segment: ₹11,232 crore (up 25% YoY)
- Watches & Wearables: ₹1,126 crore (up 20% YoY)
- Eyewear division: ₹192 crore (up 16% YoY)
- Emerging businesses: ₹102 crore (up 5% YoY)
- CaratLane: ₹883 crore (up 23% YoY)
The Titan share price reacted positively to these strong numbers, gaining 4.8% intraday and closing near its high for the session.
📈 Analyst Upgrades Drive Titan Share Price Outlook
Brokerages responded swiftly to the earnings beat. Here’s how top firms adjusted their outlook:
- Nuvama Institutional Equities maintained a Buy rating, raising its target from ₹4,115 to ₹4,541. It cited strong operational leverage, festive demand, and a revived solitaire segment as key drivers.
- Macquarie raised its target to ₹4,000 with an Outperform rating.
- Axis Securities increased its target price to ₹3,700, although it maintained a Hold stance.
📊 Nuvama on EBIT Margins:
Titan jewellery business reported an EBIT margin of 11.9%, beating expectations despite a drop in gross margins and a 300-basis-point YoY decline in studded jewellery ratio.
💰 Rekha Jhunjhunwala’s ₹735 Crore Windfall
One of the most significant beneficiaries of the Titan share price rally was Rekha Jhunjhunwala, the wife of legendary investor Rakesh Jhunjhunwala. Holding a 5.15% stake in Titan (45.79 million shares), her net worth surged by an estimated ₹735 crore in just one trading session.
This reflects the strong market trust in Titan as a long-term wealth compounder and highlights how strategic stockholding in fundamentally sound companies can deliver exceptional returns.
📅 Why Q4FY25 Was a Game-Changer for Titan Share Price
Titan’s results stood out due to multiple strategic wins:
- High festive and wedding demand despite elevated gold prices.
- Return of solitaire jewellery sales after a period of slow growth.
- Hedging gains and efficiency improvements across business verticals.
- Robust performance by international brands (up 47% YoY).
Additionally, Titan declared a final dividend of ₹11 per share, reinforcing investor confidence and adding to the stock’s appeal.
🤔 Is It the Right Time to Buy Titan Shares?
With Titan share price rallying post-results and brokerages revising targets upward, many investors are wondering if they should jump in now.
Here are some key considerations:
✅ Why You Might Buy:
- Solid Q4 results and positive future guidance.
- Strong brand equity and consumer demand across jewellery and wearables.
- Long-term investor confidence, as seen in Rekha Jhunjhunwala’s holding.
- Growth in both domestic and international markets.
⚠️ What to Watch Out For:
- Valuation concerns after a sharp rally.
- Potential volatility in gold prices.
- Global macroeconomic risks impacting consumer spending.
Titan has consistently delivered across business cycles, making it a strong long-term candidate. However, short-term traders may want to wait for a pullback before entering at a better price.
📌 Titan Share Price – Final Thoughts
The latest Q4FY25 results have reaffirmed Titan’s position as a consumer favorite in India’s premium lifestyle segment. The Titan share price surge reflects investor optimism, which is also supported by analyst upgrades and a solid growth outlook.
For long-term investors seeking stable growth in the luxury consumer space, Titan continues to be a compelling option—especially as wedding demand and lifestyle consumption remain strong in India.
