Disclaimer:-
Some important companies and some important updates related to them. Disclaimer that all the company related news and updates that we will cover are only for educational purposes and for learning. So do not consider this as any kind of investment advice. You can also do your own research and analysis.
Titan Ltd – Business Update for Q1 FY26:-
About today, then you could see Titan in tremendous focus. There is a big reason to remain focused and that big reason is the news and that news we were hearing was related to the company’s business. Now is the news accurate ? So the company has shown its Q1 business update and after some time will also show its Q1 results. But the business update that happens before the results come out gives us a hint somewhere about how the company’s results may look to us and about the expectations of the broker state or we can say that the company has not been able to fulfill the expectations of the market through the business update of this company or we can say that the company has failed to impress the market. Due to this, the company will witness a decline of more than 5% today.
Titan Under Pressure After Disappointing Business Update:-
The quarterly results of the company that are going to come after some time, may bring some changes in the things that were there in the market regarding that. It is possible that the market was expecting something else this time and after seeing the company’s quarterly results on revenue and profit and business updates, the market started expecting something else. That means they started doing less than expected. Ok? Now see, are everything exact? About the company’s numbers So look, the company’s consumer business is seen growing by 20% in Quarter One FI 26. If on year on year basis. Apart from that, if we talk about their jewellery segment, we have seen a growth of 18% there. The market expectations were high. If in terms of growth, but we saw consumer sentiments facing a lot of impact in this quarter because there was a lot of volatility in gold prices.
Segment-Wise Performance:-
Now a big reason for this is global tensions. Whenever global tensions increase, the commodity market gets disturbed, then often the stock market sees a decline but one market does very well and that is the gold market. But if things remain one-sided like if gold continuously goes up then there is no problem. Go up, come down, go up, come down. If such a situation persists, then what happens in that case is that the company which deals in gold faces a lot of problems and somewhere or the other, Titan has had to face the same problem in this Q1. So this segment gives the maximum revenue to the company and if this segment is not as per the expectations, then we can expect that this time the market may be expecting a growth of more than 20% from the company’s revenue, so it is possible that we may not see those things being reported. So understand this thing. Apart from that, let us talk about other important segments of the company which is the watch business. Good growth has been seen in this which is around 23% on year on year basis. Apart from that, friends, the eye care business will also be seen in which a growth of about 12% has been seen. If we look at the main important segments of the company like jewellery or we can talk in terms of watches segments. Apart from that, friends, you also get to see the emerging businesses of the company. Where we have seen growth of around 56% on year on year basis. The company’s work here is not that good. We can speak and it’s not that big. Because of this, the growth that you are seeing is 56%.
If we look at it from the market perspective, we cannot say that this is a very impressive number because this market is quite large. But Titan’s position in this market is quite small. So if you want to increase a small position then it is obvious that 30% or 40% growth will not suffice. You will have to show growth of 80, 90, 100% and all those things may not be liked by the market. If about the business update of this Q1. So because of all these things, you were able to see Titan under pressure today also.
Waaree Energies – Government Approval Boosts Sentiment:-
About Wari Energy, today you can also see this company being in focus. There is a big reason behind this. The reason is, friends, the news that we are getting to hear related to the company has not come today. If we look at the news, we had heard it just yesterday. But its impact can be seen somewhere or the other in the market today.
Waaree Among Top Approved Manufacturers for Solar Modules:-
Now you understand what this company does So about the business of this company, then it manufactures solar PVS modules. Ok? Now it has a large market share in this even at the domestic level and if you look at India’s export numbers, then even in that, Wari Energy owns the largest market share. So at present, we are getting to hear a very important news related to Wari Energy, which can be said to be coming from the government. Now it is mentioned here that MARE i.e. Ministry of New Renewable Energy has approved 107 manufacturers. For manufacturing solar modules capacity which is going to exceed 91.5 GW after adding 742 MW means you can roughly get 92.5 MW sorry GW. Now which players have been shortlisted for manufacturing this thing. So the first name here is Wari Energy, leading with high capacity, which means it has the highest capacity. We can say this. After that you also get to see the name of Adani Solar. Goldie S Vikram Solar, these are all the companies. Apart from that there are many other companies. In total you will see 107 manufacturers. That means many companies have been shortlisted. To achieve this capacity or to do manufacturing, whatever you say. So, we got to hear all these things yesterday i.e. on 7th July. That is why today you have seen Wari Energy in focus. So hope you have understood this news. Now after all these things, friends, let us discuss some more news related to Wari Energy which we are currently seeing related to the share holding pattern. We have already seen the share holding pattern updated for Q1.
Shareholding Pattern Sees Notable Changes:-
Where the stakes of the promoters of the company, as it is, we can say, changes are being seen. And if we look at the holdings of FI and DIs in comparison to the previous quarter, we are definitely seeing changes in it. In the last quarter, FIs had reduced their stake by almost 50%. Not 50%, it used to turn on 50% i.e. 1.4% stake. It was reduced by 50%. That is, it had maintained its stake in this company at 0.7% till Q4. After that, friends, in the Q1 data that has just come, the stake has increased from 0.76%, sorry 70%, to 2.68%. We can roughly say that FI has increased its stake in Wari Energy by around 2%. After that, if about DIS, then we have seen their stakes increasing by 0.4% and the public stakes have been seen decreasing by about 2.4%. So we have seen all these changes in the share holding pattern of their company.There is no recommendation of any kind. You can also do your own research and analysis.
Tata Motors – Weak JLR Sales Drag Performance:-
The name of the next company is Tata Motors. Now Tata Motors has taken an oath that whenever the business data is reported, whether it is its own or its subsidiary’s, we have to show all the data as bad on year on year basis.
Jaguar Land Rover (JLR) Reports Weak Sales in Q1 FY26:-
Now Tata Motors has disclosed the data of JLR i.e. its main subsidiary company of quarter one FI 26 where the wholesale data that has been reported is 87000 on year on year basis, sorry not on year on year basis, meaning on year on year basis we can say that it has seen less than 10.7% and this time the company has sold 87000 to 86 units. Around 10.5% less than last year. Ok? After that we see retail sales which, if we look at on year on year basis, have seen a fall of around 15%. Apart from that, if we about Rang Rover Sports and Defenders, we have definitely seen a jump in it, in quarter one, a growth of about 77.2% has been seen on year on year basis. And if we talk about last time, there we saw a growth of 66.3%. And if we look at last year’s Q1, we saw a growth of 67.8% there.
JLR’s Importance to Tata Motors:-
So the company has reported good growth in one or two segments or we can say in one or two models. But ultimately, if about total units, the company has reported growth of less than 10% on year-on-year basis. Now this is quite big news because if we talk about Tata Motors, then it is a global automobile manufacturing company. Now you can see its working in many places. You can see it here. And the data reported by JLR is also important because if we talk about FI 25, 71% of the total revenue in the first three quarters reported by the company came from this segment. So you can say that this segment is an important segment for the company and if it shows weak performance, it ultimately means that we cannot have big expectations from the company’s upcoming results in Q1.
Pavan Industries – Announces 1:10 Stock Split:-
The next company the name is Pavan Industries. Recently the company has announced a split in the ratio of 1:5. In this, the company sorry not in the ratio of 1:5 but 1:10 in which the company has decided to give 10 equity shares to its investors in exchange of one share as a split. So if you are an investor in this company then definitely this news is for you. Investors cannot ignore this.