While Titan’s execution has been on point, it has benefited from a sharp gold price rise over FY19-22. The lion’s share of this price tailwind seems to be over and most of the incremental heavy-lifting has to be volumeled, which could restrain growth rates in a slowing economy,” said HDFC Securities’ analysts Jay Gandhi and Premraj Survase.
Beyond the Nifty slump: Sandeep Bagla on why largecap valuations are ripe for comeback in 2026
Sandeep Bagla of TRUST Mutual Fund sees corrected large-cap valuations as a prime entry point for 2026, especially in banking and IT. Their new Large