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Titan Company Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Simply Wall St · 02/13 00:02

A week ago, Titan Company Limited (NSE:TITAN) came out with a strong set of quarterly numbers that could potentially lead to a re-rate of the stock. It was overall a positive result, with revenues beating expectations by 7.5% to hit ₹254b. Titan reported statutory earnings per share (EPS) ₹18.97, which was a notable 12% above what the analysts had forecast. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Titan after the latest results.

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NSEI:TITAN Earnings and Revenue Growth February 13th 2026

After the latest results, the 13 analysts covering Titan are now predicting revenues of ₹833.5b in 2027. If met, this would reflect a decent 10% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to shoot up 24% to ₹66.36. Before this earnings report, the analysts had been forecasting revenues of ₹863.8b and earnings per share (EPS) of ₹67.41 in 2027. The consensus seems maybe a little more pessimistic, trimming their revenue forecasts after the latest results even though there was no change to its EPS estimates.

See our latest analysis for Titan

The analysts have also increased their price target 5.9% to ₹4,720, clearly signalling that lower revenue forecasts next year are not expected to have a material impact on Titan's valuation. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Titan, with the most bullish analyst valuing it at ₹5,199 and the most bearish at ₹3,799 per share. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that Titan's revenue growth will slow down substantially, with revenues to the end of 2027 expected to display 8.1% growth on an annualised basis. This is compared to a historical growth rate of 24% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 14% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Titan.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. On the negative side, they also downgraded their revenue estimates, and forecasts imply they will perform worse than the wider industry. Still, earnings are more important to the intrinsic value of the business. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

With that in mind, we wouldn't be too quick to come to a conclusion on Titan. Long-term earnings power is much more important than next year's profits. We have forecasts for Titan going out to 2028, and you can see them free on our platform here.

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Titan that you should be aware of.