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Titan Company Q2 FY27 Earnings Presentation

75 張幻燈片

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Titan Company Limited's (Tata group) Earnings Presentation for the quarter and half year ended 30 September 2026 (Q2 FY27 / H1 FY27), filed with BSE and NSE on 5 November 2026. The 75-page deck covers the company profile, executive summary, segment results for Jewellery, Watches, EyeCare, Emerging Businesses and TEAL, consolidated financials, ESG updates and detailed annexures, with all figures in ₹ crore.

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Titan Company
Tata Group
Tanishq
CaratLane
Jewellery

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描述

主要主題

Titan Company Limited's (Tata group) Earnings Presentation for the quarter and half year ended 30 September 2026 (Q2 FY27 / H1 FY27), filed with BSE and NSE on 5 November 2026. The 75-page deck covers the company profile, executive summary, segment results for Jewellery, Watches, EyeCare, Emerging Businesses and TEAL, consolidated financials, ESG updates and detailed annexures, with all figures in ₹ crore.

主要優勢

  • •Official Titan Company Limited earnings presentation for Q2 FY27 and H1 FY27, as filed with BSE and NSE on 5 November 2026
  • •Segment-by-segment results with year-on-year comparisons, such as consolidated business total income of ₹20,533 crore (+25.1%) and EBIT of ₹2,865 crore in Q2 FY27
  • •Complete reporting structure in one deck: highlights, management commentary, brand campaigns, retail networks, P&L, balance sheet and ESG
  • •Reusable investor-relations design: section dividers with agenda highlighting, KPI dashboards, gradient bar charts, coloured-header tables and org chart

目標受眾

  • •Investor relations and corporate finance teams building quarterly earnings decks
  • •Equity analysts and investors studying Titan Company, Tata group and Indian consumer or retail stocks
  • •Consumer, jewellery, watch and retail brand strategists
  • •Presentation designers creating listed-company results presentations

使用場景

  • •Quarterly and half-yearly earnings presentations for stock exchange filing and analyst calls
  • •Template reference for multi-segment retail and consumer conglomerates
  • •Benchmarking Indian jewellery, watches and eyewear retail performance
  • •Designing ESG, CSR and sustainability update sections in annual or quarterly investor decks

獨特價值主張

  • •Authentic Titan Company Limited Q2 FY27 / H1 FY27 earnings material (BSE 500114, NSE TITAN), filed on 5 November 2026, in ₹ crore
  • •Consistent segment colour coding (Jewellery gold, Watches charcoal, EyeCare teal, Emerging pink, Titan navy) that makes dense financial content scannable
  • •Blend of premium lifestyle photography and rigorous tables, charts and annexures across 75 pages
  • •Clear section architecture with an agenda sidebar, from About the Company to Annexures

幻燈片頁面 (75)

每張幻燈片頁面的詳細視圖,包括版面、關鍵內容和視覺元素。

頁面 1
title slide

Cover: Earnings Presentation, Quarter and Half Year ended September 30, 2026

內容

Cover for Titan Company Limited's earnings presentation for the quarter and half year ended September 30, 2026. Product photos of eyewear, perfume, jewellery, a watch and a bag represent the group's businesses.

版面結構

Five product photo panels arranged over a silky ivory background, title text and Titan logo at bottom-left.

關鍵視覺元素

  • •Five product photo panels
  • •Ivory silk background
  • •Titan logo
  • •Emerald diamond bangle and tourbillon watch
頁面 2
disclaimer slide

Disclaimer

內容

Forward-looking statements disclaimer covering risks such as gold and diamond prices, foreign exchange, regulation, and the company's filings with SEBI and stock exchanges.

版面結構

Text-heavy left column with a single photo of a hand holding a magnifying glass on the right.

關鍵視覺元素

  • •Dense legal text block
  • •Magnifying glass photo
  • •Ethnic-pattern border
頁面 3
section divider

Section Divider: About the Company

內容

Opens the About the Company section with the tagline "Fuelled by Ideas. Scaling Frontiers." The agenda lists The Titan Story, Our Journey So Far, Our Business Segments, Titan Brands and Titan Company Structure, followed by Executive Summary, Business Performance, Financial Performance and Other Updates.

版面結構

Left angled image with teal and blue diagonal stripes, right-hand agenda list with the current section highlighted in an orange arrow banner.

關鍵視覺元素

  • •Crystal star graphic with rainbow light trail
  • •Diagonal teal stripes
  • •Orange arrow highlight
  • •Agenda list
頁面 4
company overview / vision and values

The Titan Story

內容

Iceberg infographic presenting the Vision ("We create elevating experiences for the people we touch") and Mission above the waterline, with six values below: Customer First, People Make the Brand, Culture and Teamwork, Passion for Excellence, Creativity and Innovation, Corporate Citizenship.

版面結構

Central iceberg illustration split by a waterline, with vision and mission above and six value callouts below.

關鍵視覺元素

  • •Iceberg illustration
  • •Waterline split
  • •Six value callouts
頁面 5
timeline

Our Journey So Far

內容

Staircase timeline from 1984 to 2026 marking milestones such as Titan (1987), Tanishq (1996), Sonata (1998), Titan Eye+ (2007), CaratLane acquisition (2016), Irth (2022) and beYon and Damas (2026). Revenue bars rise to ₹76,078 crore in FY26 (₹354 crore in FY96, ₹808 crore in FY03, ₹2,996 crore in FY08, ₹11,343 crore in FY16).

版面結構

Ascending staircase timeline with brand-launch labels and revenue bars along the steps.

關鍵視覺元素

  • •Staircase timeline
  • •Revenue bars
  • •Year and brand milestone labels
頁面 6
business overview

Titan's Consumer Businesses (1/2)

內容

Three columns profile Jewellery (India's leading organised jeweller, about 8.5% market share, 20%+ digitally influenced sales), Watches (about 27% analog market share, 10,000+ touchpoints) and EyeCare (#2 in organised optical retail, 800+ exclusive outlets), with manufacturing locations noted.

版面結構

Three columns, each with a colour-coded diamond-icon banner (Jewellery gold, Watches grey, EyeCare teal), two headline stats, a manufacturing-capabilities list and a factory photo at the bottom.

關鍵視覺元素

  • •Three column panels
  • •Factory photos
  • •Market share facts
頁面 7
business overview

Titan's Consumer Businesses (2/2)

內容

Profiles Taneira (100+ weaving clusters, 75+ exclusive outlets, Weavershala), Fragrances (3,400+ MBOs, 14 Skinn kiosks, 950+ touchpoints) and Women's Bags (17 Irth outlets, about 170 department stores).

版面結構

Three columns with coloured diamond-icon banners (Taneira pink, Fragrances orange, Women's Bags yellow), stacked headline stats and a product photo at the bottom of each column.

關鍵視覺元素

  • •Saree, perfume and bag photos
  • •Three column panels
  • •Distribution facts
頁面 8
data visualization

Titan Brands: Segmentation Landscape and Brand Size

內容

Bubble chart positions brands by touchpoints (0 to 1,000+) and price band (Mass, Mid, Premium, Luxury). Tanishq is the largest bubble at about 550 touchpoints in premium; Zoya sits in luxury, and Sonata and Zoop in mass.

版面結構

Bubble chart with touchpoints on the x-axis and horizontal price-band rows on the y-axis, bubble size showing brand scale.

關鍵視覺元素

  • •Bubble chart
  • •Price-band rows
  • •Brand logos in bubbles
頁面 9
org chart

Titan Company Structure

內容

Organisation chart as of 30 September 2026: Titan Company Ltd with 100% subsidiaries TEAL, CaratLane Trading, TCL North America, Titan Holdings International FZCO (Dubai), and Titan Commodity Trading, plus a 67% stake in Signature Jewellery Holding Ltd leading to Damas LLC.

版面結構

Top-down hierarchical org chart with percentage-ownership connectors and nested step-down subsidiaries.

關鍵視覺元素

  • •Hierarchy boxes
  • •Ownership percentages
  • •Connector lines
頁面 10
section divider

Section Divider: Executive Summary

內容

Opens the Executive Summary section; the agenda lists Titan at a Glance, Quarter Highlights, Management Commentary and Business Highlights.

版面結構

Left angled photo of the Titan HQ building with pond, striped diagonal overlay, right-hand agenda with orange arrow highlight.

關鍵視覺元素

  • •Titan HQ photo
  • •Diagonal stripes
  • •Orange arrow banner
頁面 11
KPI dashboard

Titan at a Glance

內容

Headline KPIs: ₹868 bn TTM total income (excluding bullion and digi-gold), ₹70 bn TTM PAT and ₹4,075 bn market cap; 3,758 stores, 5.6 mn sq ft retail area, 500+ towns; 15,500+ employees, 51 mn Encircle members, 11 manufacturing facilities. Figures on this page are in ₹ bn.

版面結構

Three rows of icon-led KPI tiles with large numerals and short labels.

關鍵視覺元素

  • •Large KPI numerals
  • •Line icons
  • •Three-row grid
頁面 12
highlights

Quarter Highlights

內容

Two highlights: Tanishq marks 30 years with the "Celebrating you for 30 years" campaign, and Titan introduces Vetra, its in-house automatic watch movement.

版面結構

Two staggered feature blocks: a Tanishq 30-years group photo top-left with headline and text on the right, and Vetra headline text bottom-left with a watch-movement image on the right.

關鍵視覺元素

  • •Group photo of women
  • •Watch close-up
  • •Caption panels
頁面 13
management commentary

Management Commentary

內容

Quote from Mr. Ajoy Chawla, Managing Director: Q2 FY27 delivered c.25% consolidated operating growth YoY despite a strong base and the festive calendar shifting into Q3 FY27. Jewellery saw design-led growth, watches an excellent quarter on premiumisation, with EyeCare momentum, emerging businesses scaling and TEAL strong.

版面結構

Circular portrait of the Managing Director on the left and the commentary quote inside a teal-bordered box on the right.

關鍵視覺元素

  • •Executive portrait
  • •Quote text block
  • •Pattern border
頁面 14
data visualization

Consumer Businesses View (Domestic): Quarterly

內容

Q2 FY26 vs Q2 FY27 domestic income: Jewellery 13,532 to 16,343 (+20.8%), Watches 1,446 to 1,838 (+27.2%), EyeCare 215 to 277 (+28.4%), Emerging 142 to 171, total 15,335 to 18,629 (+21.5%). Total domestic EBIT rose 1,720 to 2,717 (+57.9%), margin 11.2% to 14.6%.

版面結構

Five columns of paired bar charts (income and EBIT) with YoY growth callouts and margin labels, segment colour-coded.

關鍵視覺元素

  • •Paired bar charts
  • •YoY growth bubbles
  • •Segment colour coding
頁面 15
data visualization

Consolidated Business View: Quarterly

內容

Consolidated Q2 FY27 total income: Jewellery 14,092 to 17,495 (+24.1%), Watches 1,477 to 1,881, EyeCare 220 to 281, Other businesses 557 to 808 (+45.1%). Titan Company total income was 16,407 to 20,533 (+25.1%) and EBIT 1,799 to 2,865 (+59.3%), margin 11.0% to 14.0%, excluding the Damas option-liability credit.

版面結構

Five-column bar chart panel with income and EBIT bars per segment and a navy Titan Company total column.

關鍵視覺元素

  • •Gradient bar charts
  • •Growth percentage bubbles
  • •Margin labels
頁面 16
data visualization

Consumer Businesses View (Domestic): Half Year

內容

H1 FY27 domestic income: Jewellery 25,774 to 33,286 (+29.1%), Watches 2,685 to 3,349, EyeCare 449 to 562, Emerging 250 to 299, total 29,159 to 37,496 (+28.6%). Total EBIT rose 3,402 to 5,366 (+57.8%), margin 11.7% to 14.3%.

版面結構

Five columns of paired bars comparing H1 FY26 and H1 FY27 with growth callouts.

關鍵視覺元素

  • •Paired bar charts
  • •Growth callouts
  • •Colour-coded segments
頁面 17
data visualization

Consolidated Business View: Half Year

內容

H1 FY27 consolidated: Jewellery 26,890 to 35,748 (+32.9%), Watches 2,750 to 3,424, EyeCare 458 to 570, Other 972 to 1,374. Titan Company total income 31,186 to 41,286 (+32.4%), EBIT 3,550 to 5,647 (+59.1%), margin 11.4% to 13.7%.

版面結構

Five-column bar chart panel mirroring the quarterly view for the half year.

關鍵視覺元素

  • •Bar charts with EBIT margin
  • •Navy total column
  • •YoY growth bubbles
頁面 18
explanatory note

Note on Damas Acquisition

內容

Damas was acquired in two tranches completed in Q4 FY26: 67% for ₹1,190 crore, with the remaining 33% milestone-linked after CY29 and an option liability of ₹1,668 crore booked. Fair-valued quarterly under Ind-AS 109, the liability fell by ₹671 crore due to Middle East volatility, a non-operational credit in reported results.

版面結構

Full-width text slide with structured bullet points and key figures in bold.

關鍵視覺元素

  • •Bullet text blocks
  • •Bolded figures
  • •Section icon
頁面 19
section divider

Section Divider: Jewellery

內容

Opens the Jewellery section of the presentation.

版面結構

Left angled bridal photo with gold-toned diagonal stripes and the agenda list on the right with Jewellery highlighted.

關鍵視覺元素

  • •Bridal photo
  • •Gold stripes
  • •Orange arrow banner
頁面 20
business performance

Jewellery Quarterly Performance (Domestic): Tanishq, Mia, Zoya, beYon

內容

Domestic jewellery grew c.20% to ₹14,935 crore with SSSG c.15%; studded +c.32% on Festival of Diamonds, plain gold +c.20%, coins -c.7%. EBIT was ₹2,142 crore at 14.3% (₹1,652 crore, 11.1% excluding a ₹490 crore customs duty benefit); 29 net stores added.

版面結構

Left bullet commentary with growth figures and right-hand campaign photo collage.

關鍵視覺元素

  • •Commentary bullets
  • •Campaign photos
  • •Gold accent border
頁面 21
business performance

CaratLane

內容

CaratLane grew c.31% to ₹1,408 crore, with studded +c.33% and gold +c.20%. EBIT was ₹138 crore at 9.8% (₹92 crore, 6.6% excluding a ₹46 crore customs benefit); 13 net stores added.

版面結構

Bullet commentary alongside campaign photos such as Thursday trendsetters and Chandrakor.

關鍵視覺元素

  • •Campaign photos
  • •Growth bullets
  • •Gold border
頁面 22
business performance

Jewellery International

內容

Tanishq, Mia and CaratLane grew c.41% in North America and c.23% in GCC, with a new Los Angeles store and 33 international stores. Damas core revenue was ₹364 crore, converted Tanishq stores ₹110 crore, Damas entity revenue ₹474 crore; GCC demand was soft and Damas has 122 stores in 6 GCC countries.

版面結構

Bullet commentary on the left in two blocks (Tanishq/Mia/CaratLane international, then Damas) with three framed campaign photos on the right and a footnote.

關鍵視覺元素

  • •Store and campaign photos
  • •Regional growth stats
  • •Damas store count
頁面 23
financial table

Jewellery Quarterly Performance Tables

內容

Revenue and EBIT by brand: Domestic 13,532 to 16,343, International 561 to 1,152 (+105%) including Damas core 364, total 14,092 to 17,495; total EBIT 1,506 to 2,300, margin 10.7% to 13.1%. Tanishq, Mia and Zoya secondary growth was 19% overall and 15% like-to-like; studded share in mix rose 32% to 35%.

版面結構

Coloured-header financial table with adjacent product-mix pie charts.

關鍵視覺元素

  • •Coloured-header table
  • •Product mix pie charts
  • •Growth percentages
頁面 24
campaign showcase

Jewellery: Campaigns

內容

Showcases campaigns across brands: Tanishq (Rivaah "One Wedding. Many Stories.", Festival of Diamonds), CaratLane (Chandrakor, Kaashika), Mia ("Make Your Sister Cry", "Big Bling Fest"), Zoya (Emergence) and Damas ("Her Nation, Her Strength", Nuqoosh).

版面結構

Large jewellery hero photo with the oversized title 'Jewellery: Campaigns' on the left; a column of diamond-framed thumbnails on the right, each with a brand heading and campaign bullets.

關鍵視覺元素

  • •Diamond-shaped photo frames
  • •Brand grouping
  • •Campaign titles
頁面 25
campaign showcase

The Celebration Edit: Tanishq Rivaah

內容

Tanishq Rivaah Wedding Signatures campaign, "For Marriages Crafted by You", shown through five wedding photos.

版面結構

Five polaroid-style photo cards arranged across the page with the campaign headline.

關鍵視覺元素

  • •Polaroid-style wedding photos
  • •Campaign headline
  • •Gold border
頁面 26
design showcase

Design Corner: Damas Nuqoosh

內容

Damas Nuqoosh "Stories That Shape You" featuring the Hala pendant, shown as a storyboard on craftsmanship.

版面結構

Row of five green panels forming a sequential storyboard with jewellery close-ups.

關鍵視覺元素

  • •Five green storyboard panels
  • •Hala pendant imagery
  • •Craftsmanship visuals
頁面 27
financial table

Jewellery Retail Network

內容

Store counts Jun'26 to Sep'26: Tanishq domestic 532 to 539 and international 31 to 32 (2,864k sq ft, 318 towns), Mia 299 to 317, Zoya 13, beYon 2 to 6, CaratLane 381 to 394 (plus 2 international), Damas 122.

版面結構

Left retail-network table by brand with store, area and town columns; store interior photos on the right.

關鍵視覺元素

  • •Store count table
  • •Store interior photos
  • •Brand names
頁面 28
section divider

Section Divider: Watches

內容

Opens the Watches section with an image of a Titan Automatic watch on the wrist and the line "Elegance of Intricacy".

版面結構

Left angled watch photo with diagonal stripes and agenda list with Watches highlighted.

關鍵視覺元素

  • •Watch-on-wrist photo
  • •Diagonal stripes
  • •Orange arrow banner
頁面 29
business performance

Watches Quarterly Performance

內容

Domestic watches grew c.27% to ₹1,838 crore on premiumisation; analog grew in the late twenties and smartwatches in the late single digits. EBIT rose c.73% to ₹412 crore at 21.9%; 34 net stores added (17 Titan World, 7 Fastrack, 3 Helios, 6 Helios Luxe, 1 Nebula).

版面結構

Left commentary bullets and right dual-time-zone watch campaign photos.

關鍵視覺元素

  • •Commentary bullets
  • •Watch campaign photos
  • •Charcoal accent border
頁面 30
financial table

Watches Quarterly Performance Table

內容

Domestic income 1,446 to 1,838 (+27.2%), International 31 to 43, total 1,477 to 1,881 (+27.4%). EBIT 238 to 412 (+73.1%), margin 16.1% to 21.9% (+579 bps); secondary UCP growth Titan World 26% (20% LTL), Helios 30% (22%), Fastrack 16% (7%), LFS 19% (18%).

版面結構

Coloured-header financial table with secondary-growth metrics beside it.

關鍵視覺元素

  • •Coloured-header table
  • •Growth percentages
  • •Margin line
頁面 31
campaign showcase

Watches: Campaigns

內容

Campaigns for Titan Edge (Squircle Titanium), Raga with Alia Bhatt, Nebula (Phool Chadar) with Tarun Tahiliani, Fastrack (Gelato Maxxing) with Siddhant Chaturvedi, and Sonata (Summit) inspired by Ladakh.

版面結構

Large watch hero photo with the oversized title 'Watches: Campaigns' on the left; a column of four diamond-framed thumbnails on the right, each with a brand heading and campaign bullets.

關鍵視覺元素

  • •Campaign thumbnails
  • •Celebrity imagery
  • •Brand labels
頁面 32
design showcase

Design Corner: The Heart of Timekeeping, Vetra

內容

Vetra, Titan's in-house movement, presented as "A New Era in Indian Watchmaking" via exploded movement imagery.

版面結構

Row of five dark panels with exploded watch movement visuals and short captions.

關鍵視覺元素

  • •Five dark panels
  • •Exploded movement renders
  • •Vetra headline
頁面 33
financial table

Watches Retail Network

內容

Store counts Jun'26 to Sep'26: Titan World 764 to 781, Fastrack 267 to 274, Helios 304 to 307, Helios Luxe 10 to 16, Nebula 0 to 1. MBO presence covers 8,500+ multi-brand retailers and 600+ large format stores.

版面結構

Retail network table on the left with a Helios Luxe store photo on the right.

關鍵視覺元素

  • •Store count table
  • •Helios Luxe store photo
  • •MBO reach figures
頁面 34
section divider

Section Divider: EyeCare

內容

Opens the EyeCare section with a Titan Eye+ portrait.

版面結構

Left angled portrait photo with teal diagonal stripes and the agenda with EyeCare highlighted.

關鍵視覺元素

  • •Eyewear portrait
  • •Teal stripes
  • •Orange arrow banner
頁面 35
financial table

EyeCare Quarterly Performance

內容

Domestic income 215 to 277 (+28.4%), total 220 to 281 (+27.7%); EBIT 12 to 23 (+91.7%), margin 5.3% to 8.2%. Secondary UCP growth was 23% omni-channel; no net stores added (27 openings offset by closures) and 32 renovations.

版面結構

Table of quarterly metrics with commentary bullets and the Switchers campaign photo.

關鍵視覺元素

  • •Coloured-header table
  • •Switchers campaign photo
  • •Commentary bullets
頁面 36
design showcase

Design Corner: Myoslo Lens

內容

Myoslo lens for myopia management in children, shown through three Titan Eye+ campaign posters.

版面結構

Three campaign posters side by side with a short headline.

關鍵視覺元素

  • •Three posters
  • •Children eyewear imagery
  • •Teal accents
頁面 37
financial table

EyeCare Retail Network

內容

Titan Eye+ has 838 domestic and 7 international stores covering 586k sq ft across 313 towns; Runway has 9 stores.

版面結構

Retail network table beside storefront photos.

關鍵視覺元素

  • •Store count table
  • •Storefront photos
  • •Teal border
頁面 38
section divider

Section Divider: Emerging Business

內容

Opens the Emerging Business section with a photo of a woman carrying a tote bag.

版面結構

Left angled photo with pink diagonal stripes and agenda with Emerging Business highlighted.

關鍵視覺元素

  • •Tote bag photo
  • •Pink stripes
  • •Orange arrow banner
頁面 39
business performance

Emerging Business Quarterly Performance

內容

Revenue was ₹171 crore (+20.8% per the table) and the EBIT loss narrowed from (24) to (6). Women's bags grew high-teens, fragrances robustly, and Taneira high-single-digit with secondary UCP growth of 16% (13% LTL).

版面結構

Commentary and compact results table with Taneira, Skinn Amalfi Bleu and Irth product photos.

關鍵視覺元素

  • •Results table
  • •Saree, perfume and bag photos
  • •Pink accent border
頁面 40
financial table

Emerging Businesses Retail Network

內容

Store counts: Taneira 77 to 76, Irth 19 to 21, Skinn 2.

版面結構

Small retail network table beside an Irth store photo.

關鍵視覺元素

  • •Store count table
  • •Irth store photo
  • •Pink border
頁面 41
campaign showcase

Other Campaigns

內容

Titan Eye+ Myopia Excellence Centres, Skinn "Make Every Moment Special" with Ayushmann Khurrana and Sobhita Dhulipala, Taneira "Drapes of Gratitude", and Fastrack Bags "Carry More, Weigh Less".

版面結構

Sunglasses hero photo with the oversized title 'Other Campaigns' on the left; four teal diamond-framed thumbnails on the right with category headings and campaign bullets.

關鍵視覺元素

  • •Campaign images
  • •Celebrity portraits
  • •Brand titles
頁面 42
section divider

Section Divider: TEAL

內容

Opens the TEAL (Titan Engineering and Automation Ltd) section with an automation assembly line photo.

版面結構

Left angled factory photo with yellow-toned stripes and agenda with TEAL highlighted.

關鍵視覺元素

  • •Assembly line photo
  • •Diagonal stripes
  • •Orange arrow banner
頁面 43
business performance

TEAL Quarterly Performance

內容

TEAL total income rose 415 to 636 (+53.3%) and EBIT 94 to 178 (+89.4%), margin 22.7% to 28.0%, with growth in Automation Solutions and Manufacturing Services and opportunities in aerospace, electronics, semiconductors and new energy.

版面結構

Metrics table with commentary bullets and robot arm and factory photos.

關鍵視覺元素

  • •Results table
  • •Robot arm photo
  • •Yellow accent border
頁面 44
section divider

Section Divider: Financial Performance

內容

Opens the Financial Performance section; the agenda lists Financials (Business and Reported), Capital Employed, and Financial Performance Trends.

版面結構

Left angled photo with blue stripes and agenda with Financial Performance highlighted.

關鍵視覺元素

  • •Angled photo
  • •Blue diagonal stripes
  • •Orange arrow banner
頁面 45
financial table

Financials: Business and Reported, Quarter (Consolidated)

內容

Consumer businesses income 15,931 to 19,828 (+24%), international 596 to 1,199 (+101%), TEAL 415 to 636, businesses total 16,346 to 20,465 (+25%) with EBIT 1,826 to 2,908 (+59%). Consolidated excluding bullion was 16,407 to 21,204 (+29%), EBIT 1,799 to 3,536 (+97%), margin 16.7%, including the ₹671 crore Damas credit; reported including bullion was 18,837 to 21,430 (+14%).

版面結構

Large reconciliation table with coloured header rows moving from business view to reported totals.

關鍵視覺元素

  • •Coloured-header table
  • •Growth column
  • •Reconciliation rows
頁面 46
financial table

Financials: Business and Reported, Half Year (Consolidated)

內容

H1 FY27 consumer businesses 30,347 to 40,041 (+32%), businesses total 31,068 to 41,115 (+32%) with EBIT 3,602 to 5,691 (+58%). Consolidated excluding bullion 31,186 to 41,957 (+35%), EBIT 3,550 to 6,318 (+78%); reported 35,465 to 42,932 (+21%).

版面結構

Same reconciliation table format as the quarterly view, for the half year.

關鍵視覺元素

  • •Coloured-header table
  • •Growth column
  • •Reconciliation rows
頁面 47
data visualization

Capital Employed: Consolidated

內容

Stacked bars of liabilities, equity and assets per segment, Q2 FY26 vs Q2 FY27. Titan total assets rose 52,030 to 71,806, equity 12,803 to 18,263, liabilities 39,227 to 53,543; Jewellery assets 39,375 to 57,839.

版面結構

Paired stacked bar charts per segment, colour-coded.

關鍵視覺元素

  • •Stacked bar charts
  • •Segment colour coding
  • •Assets, equity and liabilities labels
頁面 48
data visualization

Consolidated Quarterly Performance Trends

內容

Total income bars Q1'24 to Q2'27 (Q2'27 ₹21,204 crore, +29%; FY24 47,454; FY25 57,338; FY26 76,078, +33%; H1 FY27 41,957) and PAT bars (Q2'27 ₹2,393 crore, 11.3% margin; FY26 5,073; H1 FY27 4,170, 9.9%).

版面結構

Two chart rows: total income bars with a YoY growth line on top, PAT bars with a margin line below, quarters grouped by fiscal year with summary labels.

關鍵視覺元素

  • •Gradient bar charts
  • •YoY growth line
  • •Summary boxes
頁面 49
data visualization

Consolidated Annual Segment Trends FY22 to FY26

內容

Jewellery income 24,478 to 67,602 with EBIT 3,069 to 7,209; Watches 2,317 to 5,267 with EBIT 100 to 824; EyeCare 517 to 916 with EBIT 56 to 77.

版面結構

Three segment panels of bar charts with EBIT margin lines.

關鍵視覺元素

  • •Annual bar charts
  • •Margin lines
  • •Segment colour coding
頁面 50
data visualization

Consolidated Annual Performance Trends

內容

FY22 to FY26: total income 27,988 to 76,078; EBIT 3,176 to 8,082; PAT 2,198 to 5,074; total equity 9,333 to 15,703; ROCE 33% to 46%; ROE 26% to 37%.

版面結構

Grid of six charts: bar charts for total income, EBIT and PAT with growth or margin lines on top; line charts for total equity, ROCE and ROE below.

關鍵視覺元素

  • •Multiple bar charts
  • •ROCE and ROE lines
  • •Growth arrows
頁面 51
data visualization

Consolidated RoE Performance Trends

內容

TTM PAT rose from 693 (Sep-20) to 6,474 (Sep-26) and average equity from 7,087 to 15,251, lifting return on average equity from 14% (Mar-21) to 42% (Sep-26).

版面結構

Two bar charts on top (TTM PAT and average equity) and a full-width return-on-average-equity line chart below.

關鍵視覺元素

  • •Bar and line combination
  • •RoE trend line
  • •Data labels
頁面 52
section divider

Section Divider: Other Updates

內容

Opens Other Updates; the agenda lists Dividend, Shareholding information, Awards and Recognition, and ESG at Titan.

版面結構

Left angled gold trophy photo with diagonal stripes and agenda with Other Updates highlighted.

關鍵視覺元素

  • •Gold trophy photo
  • •Diagonal stripes
  • •Orange arrow banner
頁面 53
data visualization

Dividend

內容

Dividend per share rose from ₹2.20 in FY16 to ₹15.00 in FY26, with a payout ratio of roughly 23 to 40% and total payout up to ₹1,332 crore in FY26.

版面結構

Single bar chart of dividend per share FY16 to FY26 with a payout-ratio line and dashed orange boxes above the bars showing total payout.

關鍵視覺元素

  • •DPS bar chart
  • •Payout ratio line
  • •Total payout boxes
頁面 54
data visualization

Shareholding Information

內容

As at 30 September 2026: promoters 52.90%, FIIs 16.37%, mutual funds 8.01%, insurance and banks 4.38%, retail 18.35%. Listed on BSE 500114 and NSE TITAN; market cap ₹4.07 lakh crore, 88.78 crore shares; market cap grew from 223,287 (Mar-23) to 407,494 (Sep-26).

版面結構

Shareholding pie chart on the left and market-cap bar chart with listing details on the right.

關鍵視覺元素

  • •Shareholding pie chart
  • •Market cap bars
  • •Ticker information
頁面 55
awards showcase

Awards and Recognitions

內容

Four recognitions: Volunteer Engagement Pinnacle Award (ICVS 2026), Tanishq Customer Jury Award at Making Customers Smile 2026, Jewellery ISCM Manufacturer of the Year at IIJA 2026, and Internal Audit recognition by TBEX.

版面結構

Four award descriptions in text columns across the top with a strip of four award photos underneath.

關鍵視覺元素

  • •Award photos
  • •Four-card grid
  • •Caption text
頁面 56
ESG framework

Pragati: Vision and Goals

內容

ESG framework launched July 2025: Environmental goals for FY30 (water positive, net zero Scope 1 and 2, 50% plastic reduction), Social goals for FY27/28 (2.5 mn CSR reach, GPTW 85), Governance FY30 and Partners.

版面結構

Four chevron panels (Environmental and Social on the left, Governance and Partners on the right) flanking a central illustration of a parent lifting a child above a green city.

關鍵視覺元素

  • •Parent and child illustration
  • •Green city graphic
  • •Pillar labels
頁面 57
KPI dashboard

ESG at Titan: Q2 FY27

內容

Quarter highlights: c.76.8 crore kWh renewable energy, 5,000 saplings, 22+ crore litre water storage; 67,000+ girl students, 8K families (IVDP), LeAP in Meghalaya and Mizoram, 31% female employees, 73,395 acres under precision irrigation, plus a governance ethics rating.

版面結構

Three large pin-shaped icons (Environment, Social, Governance) on the left with rows of metric tiles to the right and a strip of photos at the bottom.

關鍵視覺元素

  • •Pin-shaped icons
  • •Metric callouts
  • •E, S and G groupings
頁面 58
timeline

CSR at Titan: Q2 FY27 Key Initiatives

內容

Initiatives across Girl child and Education (Kanya+, PAL model in 500 Tamil Nadu schools), Skill development (8,000+ youth, LeAP), Affirmative Action, Footprints, and Design Impact (32 craft enterprises, 3,863 artisans).

版面結構

Horizontal blue ribbon with five curled initiative icons, theme titles above and below, bullet notes at top and bottom, and photos at the ends.

關鍵視覺元素

  • •Ribbon timeline
  • •Theme icons
  • •Metric highlights
頁面 59
ESG update

Sustainability at Titan: Q2 FY27 Key Initiatives

內容

Factory initiatives (500 TR maglev chiller in jewellery ISCM, 95% water recycling in watches), Planet (Akka Thangai waterbody restoration, 3L+ saplings near Hosur) and Safety (Suraksha Gurukul, 2,087 trained, 16,368 hours).

版面結構

Factory-initiative text columns on the left, a central two-tone circle graphic, Planet and Safety columns on the right and a strip of photos along the bottom.

關鍵視覺元素

  • •Factory and nature photos
  • •Three theme blocks
  • •Metric callouts
頁面 60
section divider

Section Divider: Annexures

內容

Opens the Annexures section containing detailed trends and financial statements.

版面結構

Full-bleed photo of charts and a hand holding a pen, with the orange 'Annexures' title on the left.

關鍵視覺元素

  • •Charts-on-desk photo
  • •Orange title
  • •Diagonal stripes
頁面 61
data visualization

Jewellery Quarterly Trends: Domestic (Tanishq, Mia, Zoya)

內容

Quarterly income Q1'24 to Q2'27; Q2'27 income ₹14,935 crore (+20%), FY26 59,643. EBIT Q2'27 ₹2,142 crore (14%); H1 FY27 EBIT 4,344 at 14.3%.

版面結構

Two chart rows: total income bars with a YoY growth line on top, EBIT bars with a margin line below, with fiscal-year summary labels.

關鍵視覺元素

  • •Quarterly bars
  • •Growth line
  • •Gold colour coding
頁面 62
data visualization

Jewellery Quarterly Trends: Domestic (CaratLane)

內容

CaratLane Q2'27 income ₹1,408 crore (+31%), FY26 4,702; EBIT 138 (10%); H1 FY27 EBIT 304 at 10.7%.

版面結構

Two chart rows: total income bars with a YoY growth line on top, EBIT bars with a margin line below, with fiscal-year summary labels.

關鍵視覺元素

  • •Quarterly bars
  • •Growth line
  • •Summary boxes
頁面 63
data visualization

Jewellery Quarterly Trends: Domestic (All Brands)

內容

All domestic brands Q2'27 income ₹16,343 crore (+21%), FY26 64,345; EBIT 2,281 (14%).

版面結構

Two chart rows: total income bars with a YoY growth line on top, EBIT bars with a margin line below, with fiscal-year summary labels.

關鍵視覺元素

  • •Quarterly bars
  • •Margin labels
  • •Annual summary boxes
頁面 64
data visualization

Jewellery Quarterly Trends: Consolidated

內容

Consolidated jewellery Q2'27 income ₹17,495 crore (+24%), FY26 67,602; EBIT 2,300 (13%); H1 FY27 EBIT 4,660 at 13.0%.

版面結構

Two chart rows: total income bars with a YoY growth line on top, EBIT bars with a margin line below, with fiscal-year summary labels.

關鍵視覺元素

  • •Quarterly bars
  • •Growth line
  • •Summary boxes
頁面 65
data visualization

Watches Quarterly Trends (Domestic)

內容

Domestic watches Q2'27 income ₹1,838 crore (+27%), FY26 5,105; EBIT 417 (23%); H1 FY27 EBIT 712 at 21%.

版面結構

Two chart rows in charcoal tones: total income bars with a growth line on top, EBIT bars with a margin line below.

關鍵視覺元素

  • •Quarterly bars
  • •Margin labels
  • •Summary boxes
頁面 66
data visualization

EyeCare Quarterly Trends (Domestic)

內容

Domestic EyeCare Q2'27 income ₹277 crore (+28%), FY26 898; EBIT 25 (9%); H1 FY27 EBIT 50 at 9.0%.

版面結構

Two chart rows in teal tones: total income bars with a growth line on top, EBIT bars with a margin line below.

關鍵視覺元素

  • •Quarterly bars
  • •Growth line
  • •Summary boxes
頁面 67
financial table

Income Details: Q2 FY27

內容

Bridge table from business income of 20,465 through international primary sales, bullion and digi-gold (226) and others to reported consolidated income of ₹21,430 crore; standalone income ₹17,945 crore.

版面結構

Full-width reconciliation table with coloured header and subtotal rows.

關鍵視覺元素

  • •Reconciliation table
  • •Subtotal rows
  • •Header colour band
頁面 68
financial table

Operating Profit (EBIT) Details: Q2 FY27

內容

Business EBIT of 2,908 plus adjustments of 628 (including the ₹671 crore Damas credit) gives reported group EBIT of ₹3,536 crore; standalone EBIT 2,574.

版面結構

Reconciliation table with coloured header and subtotal rows.

關鍵視覺元素

  • •Reconciliation table
  • •Adjustment rows
  • •Header colour band
頁面 69
financial table

Income Details: H1 FY27

內容

Bridge from business income of 41,115 to reported consolidated income of 42,932; standalone income 36,187.

版面結構

Full-width reconciliation table with subtotal rows.

關鍵視覺元素

  • •Reconciliation table
  • •Subtotal rows
  • •Header colour band
頁面 70
financial table

EBIT Details: H1 FY27

內容

Business EBIT of 5,691 reconciles to reported EBIT of 6,318; standalone EBIT 5,122.

版面結構

Reconciliation table with coloured header and subtotal rows.

關鍵視覺元素

  • •Reconciliation table
  • •Adjustment rows
  • •Header colour band
頁面 71
financial table

Profit and Loss: Standalone (Reported)

內容

Q2 total income 16,643 to 17,945 (+7.8%), EBITDA 1,729 to 2,742, EBIT 1,583 to 2,574, PAT 1,006 to 1,572 (+56.2%); H1 PAT 2,036 to 3,271 (+60.6%). Bullion sales were nil in Q2 FY27.

版面結構

Detailed P&L table with quarter and half-year columns and growth percentages.

關鍵視覺元素

  • •P&L table
  • •Growth column
  • •Header colour band
頁面 72
financial table

Profit and Loss: Consolidated (Reported)

內容

Q2 total income 18,837 to 21,430 (+13.8%), including a ₹671 crore fair-value change in the put option liability; gross contribution 25.2% to 30.2%; EBITDA 1,987 to 3,800; EBIT 1,799 to 3,536 (16.7%); PBT 1,522 to 3,000; PAT 1,120 to 2,393 (+114%, 11.3% margin); H1 PAT 2,211 to 4,170 (+88.6%).

版面結構

Detailed P&L table with quarter and half-year columns and growth percentages.

關鍵視覺元素

  • •P&L table
  • •Growth column
  • •Header colour band
頁面 73
financial table

Balance Sheet: Standalone (Reported)

內容

Mar-26 vs Sep-26: total assets 53,617 to 64,659; inventories 34,980 to 42,686; equity 20,487 to 22,148; borrowings 6,239 to 19,876; gold on loan 14,314 to 10,321.

版面結構

Single full-width balance sheet table with Mar-26, Sep-26 and change columns, assets listed first then equity and liabilities, with shaded subtotal rows.

關鍵視覺元素

  • •Balance sheet table
  • •Subtotal rows
  • •Header colour band
頁面 74
financial table

Balance Sheet: Consolidated (Reported)

內容

Total assets 60,561 to 71,806; inventories 42,743 to 50,861; goodwill 790; equity 15,703 to 18,263; current borrowings 11,285 to 24,191; gold on loan 16,070 to 12,278.

版面結構

Single full-width balance sheet table with Mar-26, Sep-26 and change columns, assets listed first then equity and liabilities, with shaded subtotal rows.

關鍵視覺元素

  • •Balance sheet table
  • •Subtotal rows
  • •Header colour band
頁面 75
closing slide

Thank You

內容

Closing slide inviting queries to investor-relations@titan.co.in.

版面結構

Portrait of a model wearing gold jewellery on the left; large blue 'Thank You!' heading and investor-relations email on the right.

關鍵視覺元素

  • •Model portrait in gold jewellery
  • •Contact email
  • •Pattern border

常見問題

關於此幻燈片和基礎簡報內容的常見問題。

What period does this Titan earnings presentation cover?

It covers the quarter and half year ended 30 September 2026. Titan's fiscal year FY27 runs from April 2026 to March 2027, so Q2 FY27 is July to September 2026 and H1 FY27 is April to September 2026.

Who published this deck and where does it come from?

It is the official earnings presentation of Titan Company Limited (a Tata group company), filed with BSE (500114) and NSE (TITAN) on 5 November 2026. The presentation is in English.

What units are the figures in?

Figures are in ₹ crore (Indian rupees) unless stated otherwise; 1 crore equals 10 million rupees. The Titan at a Glance page uses ₹ bn and no USD conversion is applied.

What were the headline Q2 FY27 results?

Consolidated business total income was ₹20,533 crore, up 25.1% YoY, with EBIT of ₹2,865 crore. Reported consolidated PAT was ₹2,393 crore, which includes a ₹671 crore credit from the fair valuation of the Damas option liability.

Which businesses and brands does the deck cover?

It covers Jewellery (Tanishq, Mia, Zoya, beYon, CaratLane, Damas), Watches (Titan, Fastrack, Sonata, Raga, Edge, Nebula, Helios), EyeCare (Titan Eye+, Runway), Emerging Businesses (Taneira, Skinn, Irth) and TEAL, with results, retail networks and campaigns for each.

What sections does the 75-page deck include?

About the Company, Executive Summary, Jewellery, Watches, EyeCare, Emerging Business, TEAL, Financial Performance, Other Updates (dividend, shareholding, awards, ESG) and Annexures with trends, P&L and balance sheets.

Can I use it as a template for my own earnings or investor deck?

Yes. Its structure works as a model for listed-company results decks: agenda-led section dividers, KPI dashboards, YoY bar charts, coloured-header tables, org charts, campaign showcases and reconciliation annexures. Replace the content with your own figures and branding.

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