Titan Company Ltd - Feb 2025 Earnings Call Transcript Analysis

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Earnings Call Transcript Analysis Report #

Financial Performance #

Key Financial Metrics & Comparisons #

  • The company reported a “very good quarter… across the board” for Q3 FY25.

Jewellery Division #

  • Overall growth was strong, though “the rate at which gold is growing, is kind of exceeding significantly the rate at which studded is going.” (Ajoy Chawla).
  • Absolute Gross Contribution (GC) and EBIT in crores showed strong growth, which management is “very happy with.”
  • Gold coin sales were particularly high in Q3, “even further” than typical festive quarters.

Margins #

  • Jewellery EBIT margin guidance for standalone business is “between 11% to 11.5%” on an annualized basis.