Titan’s stellar run continues, but valuations leave little room for error: Dipan Mehta

January 7, 2026

Titan Company’s stellar quarterly updates impress, but valuations test patience. While gold price surges boost revenue, profitability concerns linger. Meanwhile, the FMCG sector faces stagnation, with Godrej Consumer Products deemed overvalued. Lab-grown diamonds are a future play, not immediate growth drivers, and QSR faces structural headwinds from food aggregators.

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Sumitomo Chemical shares soar 11%, record biggest single-day surge in nearly 2 years. Here’s why

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