Titan Company (TITAN) Investor Day 2026 summary

Strategic vision and growth ambitions

• Aims to double revenue across core businesses by FY30, targeting 2x growth in jewellery, watches, and eyecare, and 2.3x in CaratLane, with international business set for 2.5x expansion, leveraging premiumization, regionalization, and digital transformation.

• Focus on innovation, design, and sustainability as foundational pillars, with significant investments in manufacturing, technology, and people to drive excellence and customer experience.

• Expanding retail footprint to over 1,400 stores by FY30, with a strong omnichannel presence and enhanced customer engagement through digital and physical integration.

• International growth prioritized in North America, GCC, and Singapore, with Damas positioned as a key regional brand and Tanishq leveraging diaspora and local market strengths.

• Resilience strategies in place to address geopolitical, regulatory, and supply chain risks, including gold exchange programs and supply chain localization.

Business performance and financial highlights

• Jewellery division achieved a 23% CAGR over three years, with market share rising from 4.5% in FY19 to 8.5% in FY26, and EBIT margins improving to 10.6%.

• CaratLane posted a 39% revenue CAGR since FY17, doubling revenue in the last three years and recovering cumulative losses by FY26.

• Watches and eyecare divisions are scaling through premiumization, design-led innovation, and targeted expansion, with watches aiming for 2.1x revenue growth and eyecare for 2.2x by FY30.

• Margin health has improved across segments, with international business turning EBIT positive in FY26.

• Strong cash generation and high returns on equity, with RoE rising from 31% in FY23 to 37% in FY26.

Brand, product, and customer experience

• Portfolio includes leading brands across jewellery (Tanishq, Mia, Zoya, CaratLane, beYon), watches (Titan, Raga, Edge, Fastrack), and eyecare (Titan Eye+), each with distinct positioning and innovation focus.

• Design excellence and product innovation are central, with multiple global awards and a dedicated design center driving differentiation.

• Customer-centricity emphasized through omnichannel journeys, personalized CRM, and premium retail formats, with high NPS and Google ratings.

• Manufacturing and supply chain integration ensure quality, authenticity, and resilience, supporting both volume and luxury segments.

• Social and sustainability initiatives align with SDGs, targeting net zero carbon and water positivity by FY30, and leadership in inclusion and governance.