Should you buy this Rakesh Jhunjhunwala backed Tata stock after Q2 updates THE A TEAM #tata

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타이타ン(Titan) 2023년 9월 분기 사업 업데이트가 견조해 주가 상승 여력이 있다는 분석이 중심인 영상이다. 핵심 결론: 타이타스 Q2 사업 업데이트 호조와 축제 시즌 수요를 근거로 긍정적 관점이 우세하다. 실적 및 주가 현황: 9월 분기 매출 전년 대비 18% 성장, 주얼리 부문 18%, 시계·웨어러블 20%, 캐럿레인(Caratlane) 7%, 기타 사업 58% 성장. 매장 순증 105개. 금요일 종가 2,730.5루피(+5.27%), 시가총액 약 24.2만 크로어 루피. 52주 신고가에서 약 1% 아래 위치. 투자자 관련: 고(故) 라케시 준준왈라 가족이 약 5.1%(4,485만 주대) 보유, 평가액 약 1,224.7크로어 루피. 2022년 7~9월 주가 34% 상승, 52주 저점 대비 49% 상승. 증권사 분석(MK Global): Q2 사업 업데이트가 3년 매출 CAGR 24% 성장을 시사. 주얼리 3년 CAGR 27%, 시계·안경은 4~5% CAGR로 둔화. 캐럿레인 CAGR 약 50%. 컨센서스 상향 조정 가능성 언급. Q2 매출 추정 7.7십억 루피(전년 6.4십억 루피 대비). 2024 회계연도 3년 기준 매출 약 885억 루피 전망, 영업이익률 개선으로 CBIT 마진 13.3% 전망. 증권사 분석(Centrum, Shirish Parteshi): 9월 축제 수요 견조로 매출 상승 지속 전망. 7~8월 약세 후 9월 회복. 시계 수요 강세 예상. Buy 유지, DCF 기반 목표가 2,817루피, FY24 EPS 기준 69.5배. 리스크: 초기 소비 부진(7~8월), 시계·안경 성장 둔화, 컨센서스 대비 기대치 상회 여부 불확실성. 출연자 전망: 진행자 외 발언자 정보 없음, 긍정 분석 인용 중심.

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01. gemson's jewelry giant Titan company is a little over one percent away from its 52-week high on this week's last trading day Titan shares skyrocketed by around 6 after the company posted Healthy double-digit Growth across businesses in its September 2022 quarter Titan announced a quarterly update of business performances ahead of its main Q2 results going forward Titan is expected to continue its robust Pace as demands are likely to have picked up given strong buying in the festive season like navratri on Friday Titan shares closed at 2730 rupees and 50 peso a piece up by 136 rupees and 80 PESA or 5.27 on BSE the company's market valuation is around 242 410.01 crore in its September 2022 quarterly updates Titan registered A Healthy double-digit Growth across most businesses with overall sales growing 18 she the retail Network continued the pace of expansion adding 105 stores net for the quarter jewelry division grew by 18 year in q1 fight 23 while the watches and wearables business Rose by 20 which is the highest quarterly Revenue further the camp companies iCare business Advanced by seven percent I and other businesses Revenue soared by 58 year Titan in its regulatory filing said the outlook for festive season from navratri in end September apostrophe 22 continues to be optimistic and is visible in positive consumer sentiment across categories Titan shares have given double-digit growth to its investors in the September 2022 quarter late Market Mughal Rakesh June vola's family is among the investors to benefit from the strong upside in Titan shares rakesha was among the most influential investors in the Indian stock market died on August 12 this year in his portfolio his most valued stock was this Tata group backed Titan post rakesh's demise his estate including shares and property is passed on to his family chin chinwalas are still among the major investors of Titan as per the shareholding pattern recession his wife recogn Vol a cumulatively hold 44 850 970 Equity shares in Titan or 5.1 percent as of June 30 2022 as per trendio data Chen chenwala's shareholding in Titan is valued at around 12 246.6 crores of October 7 2022 between July to September 2022 Titan shares have jumped by a huge over 34 percent meanwhile from its 52-week low of 1 827.15 crore recorded on January 7 2022 the shares have skyrocketed by over 49 percent as of now should you buy Titan shares after Q2 provisional numbers Devon Chu bansal and jigi shakup or analysts at MK Global in their report said Titans Q2 fight 23 business update suggests a robust three-year consolidate dated revenue cagr of 24 the jewelry division ex Boolean saw a strong three-year revenue cagr of 27 versus 18 to 20 cagr over the last three quarters while the watches slash eyewear segments saw relatively slower growth at four to five percent cagr further caratlan maintained its strong growth trajectory with tilde 50 cagr strong Network expansion continued with the addition of 105 net stores across segments versus 100 to 125 in recent quarters with 25-23-38-14 editions in the jewelry slash watches eyewear caratlan segments in our view a strong Q2 and an optimistic festive commentary should drive an upgrade in consensus estimates as the street is currently factoring in muted growth over q2q 2 4 5 23 versus our expectations of as much as till the 15 growth the duo expects Titan to record a solid three-year Consolidated revenue cagr of 24 at 88.5 billion rupees also the analysts expect Improvement in the studded mix and operating leverage should lead to tilde 40 bits per second the Improvement in its CBI TDA margins to 13.3 percent MK estimates a console path of 7.7 billion rupees in Q2 Phi 23 vs 6.4 billion rupees in Q2 Phi 22.

02. meanwhile shirish parteshi research analyst at Centrum said we expect continued uptick in revenues as the demand is expected to be robust given the strong buying occasions such as navratri at end September apostrophe 22. though Q2 started with weak consumer footfall in July August due to share appear period sept apostrophe 22 saw strong recovery we believe the continued sales momentum across business divisions would have positive impact on the organized jewelry retail benefiting players like Titan in addition we expect strong demand momentum for watches and aware to continue given consumer Mobility we retain our earnings and maintain buy with a dcf-based tp-2817 rupees implying 69.5 xfy 24 Eeps