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Latest filing: 2026-07-29 18:55
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Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
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5 announcements match the current filters (relevance ≥ 5).
30% Revenue Growth and 63% EBITDA Surge in Q1 FY26-27
Timex Group India reported a robust Q1 FY26-27 with revenue reaching ₹218 crore, a 30% increase year-on-year. Profitability outpaced revenue growth as EBITDA surged 63% to ₹35.8 crore, resulting in a margin expansion to 16.3%. The performance was driven by strong momentum in the flagship Timex brand (+42%) and Guess (+74%), alongside a 67% growth in e-commerce. Profit Before Tax (PBT) saw a substantial 70% YoY increase to ₹33.8 crore, reflecting improved operational efficiencies.
Confidence: HIGH
What changedThe company reported its Q1 FY27 financial results, showing a significant acceleration in both revenue and profitability compared to the same period last year.
Why it mattersThe results validate the company's premiumization strategy and channel expansion, with profits growing significantly faster than revenue, indicating strong operating leverage.
Q1 Revenue: ₹218 CrQ1 Revenue vs TTM Revenue: 27.3%EBITDA Margin: 16.3%E-commerce Growth: 67%PBT Growth: 70%
📅 Short termThe stock is likely to react positively to the strong margin expansion and high growth in core brands, especially given the 70% PBT growth.
📈 Long termThe structural shift toward premium brands and digital-first distribution supports a higher margin profile, though the current high P/E of 75.9 requires sustained high growth to justify valuations.
⚠ Risk flags
- High valuation (P/E 75.9)
- Potential impact of rising royalty expenses
- Competitive pressure in the smart and fashion watch segments
Key Highlights
Total Revenue reached ₹218 crore, a 30% increase over the corresponding quarter last year.
EBITDA expanded to ₹35.8 crore, representing a 63% YoY growth with margins at 16.3%.
E-commerce channel delivered 67% growth, while the Trade channel grew by 51%.
Flagship brand Timex grew by 42% and the Guess brand grew by 74% YoY.
Profit Before Tax (PBT) reached ₹33.8 crore, a 70% increase compared to the previous year.
👀 What to Watch
Investors should monitor if the company can maintain these elevated EBITDA margins (16.3% vs TTM 14.4%) during the upcoming festive season and track the scaling of the new Aston Martin and luxury segments.
30% Revenue Growth and 1.6x EBITDA in Q1 FY27; Capacity Expanded to 6 Million Units
Timex Group India reported a strong Q1 FY27 with total income reaching Rs 219.45 Cr, a 30% increase year-on-year. Profitability improved significantly as EBITDA grew 1.6x to Rs 35.78 Cr, with margins expanding from 13.0% to 16.3%. The company has scaled its manufacturing capacity at the Baddi plant to 6 million units per year, up from 4 million units in the previous year. Growth was primarily driven by E-commerce and premium brands like Guess and Aston Martin.
Confidence: HIGH
What changedThe company reported its Q1 FY27 performance, showing significant margin expansion and a 50% increase in production capacity.
Why it mattersThe results demonstrate successful premiumization and operational leverage, with profitability growing significantly faster than revenue.
Q1 FY27 Total Income: Rs 219.45 CrIncome Growth (YoY): 30%EBITDA Margin: 16.3%Capacity Expansion: 6 Mn unitsAd Spend vs Revenue: 8.5%
📅 Short termPositive sentiment is expected due to strong margin expansion and robust top-line growth exceeding the TTM average.
📈 Long termStructural shift towards premium brands and increased domestic manufacturing capacity (6 Mn units) supports the company's 40% growth target.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Rising royalty expenses (Rs 8.02 Cr)
- High advertising intensity required to maintain growth
Key Highlights
Total Income grew 30% YoY to Rs 219.45 Cr in Q1 FY27, representing ~27% of TTM revenue.
EBITDA increased 1.6x to Rs 35.78 Cr, with margins improving to 16.3% from 13.0% YoY.
Manufacturing capacity at the Baddi plant increased by 50% to 6 million units per year.
Advertising and sales promotion spend rose to Rs 18.64 Cr from Rs 12.46 Cr YoY to support brand growth.
Profit Before Tax (PBT) grew 1.7x YoY to reach Rs 33.78 Cr.
👀 What to Watch
Monitor the sustainability of the 16.3% EBITDA margin and the utilization rate of the newly expanded 6 million unit capacity. Watch for the impact of increased advertising spend on market share in the premium segment.
70.6% YoY PAT Growth in Q1 FY27; Revenue up 29.6% to ₹218.9 Cr
Timex Group India reported a strong start to FY27 with net profit surging 70.6% YoY to ₹25.02 Cr, up from ₹14.67 Cr in the previous year's quarter. Revenue from operations grew 29.6% YoY to ₹218.90 Cr, although it saw a slight sequential dip of 6.9% from Q4 FY26. The company maintained strong profitability with an EPS of ₹2.44 for the quarter. Despite a significant increase in material costs to ₹155.01 Cr, the company's focus on premiumization and the 'Analog Life' trend continues to drive bottom-line growth.
Confidence: HIGH
What changedTimex has reported its Q1 FY27 financial results, demonstrating a significant acceleration in profitability compared to the same quarter last year.
Why it mattersThe results validate the company's strategy of premiumization and targeting Gen-Z consumers, which has led to a substantial expansion in margins and net profit despite inflationary pressures in raw materials.
Revenue (Q1 FY27): ₹218.90 CrNet Profit (Q1 FY27): ₹25.02 CrYoY Revenue Growth: 29.6%YoY PAT Growth: 70.6%Q1 Revenue vs TTM Revenue: 27.4%EPS (Q1 FY27): ₹2.44
📅 Short termThe stock is likely to react positively to the strong YoY earnings growth and the absence of exceptional items that impacted previous quarters.
📈 Long termThe company's high ROCE of 93% and successful brand repositioning suggest a strong structural outlook, provided it can navigate competitive pricing and royalty expense fluctuations.
⚠ Risk flags
- Sharp increase in material costs (up 70% YoY)
- Sequential revenue decline of 6.9% compared to Q4 FY26
- High P/E valuation of 75.9
Key Highlights
Net Profit increased by 70.6% YoY to ₹25.02 Cr from ₹14.67 Cr.
Revenue from operations rose 29.6% YoY to ₹218.90 Cr, representing ~27% of TTM revenue.
Earnings Per Share (EPS) improved significantly to ₹2.44 from ₹1.33 in Q1 FY26.
Cost of materials consumed spiked to ₹155.01 Cr compared to ₹91.00 Cr in the year-ago period.
Profit Before Tax (PBT) stood at ₹33.78 Cr, a 70% increase over the ₹19.87 Cr reported in Q1 FY26.
👀 What to Watch
Investors should monitor if the company can sustain these high growth rates (targeting 40%) while managing the sharp rise in material costs. Watch for updates on the Direct-to-Consumer (DTC) expansion and the performance of premium franchises like Timex Vector.
70% PAT Growth: Timex India Reports Strong Q1 FY27 Results with ₹219 Cr Revenue
Timex Group India delivered a robust performance for the quarter ended June 30, 2026, with revenue from operations growing 29.6% YoY to ₹218.90 Cr. Net profit surged 70.5% YoY to ₹25.02 Cr, significantly outpacing revenue growth due to improved operational leverage. The company's PBT margin (before exceptional items) expanded to 15.4% from 11.8% in the same quarter last year. These results align with the company's stated strategy of premiumization and targeting Gen-Z consumers.
Confidence: HIGH
What changedThe company reported its first-quarter financial results for FY27, showing a significant acceleration in profitability compared to the same period last year.
Why it mattersThe strong bottom-line growth suggests that Timex's shift toward premium products and high-impact collaborations is translating into higher margins, validating its current business strategy.
Revenue (Q1 FY27): ₹218.90 CrNet Profit (Q1 FY27): ₹25.02 CrYoY Revenue Growth: 29.6%YoY PAT Growth: 70.5%PBT Margin: 15.4%
📅 Short termThe stock is likely to react positively in the short term due to the substantial beat in profit growth and margin expansion.
📈 Long termThe company's focus on premiumization and the 'Analog Life' trend provides a structural growth runway, though competition in the wearables segment remains a key monitorable.
⚠ Risk flags
- Potential spike in royalty expenses
- Aggressive pricing by competitors in the smart watch segment
- Dependency on global supply chain for components
Key Highlights
Revenue from operations increased 29.6% YoY to ₹218.90 Cr from ₹168.94 Cr.
Net Profit (PAT) grew by 70.5% YoY to ₹25.02 Cr compared to ₹14.67 Cr in Q1 FY26.
Earnings Per Share (EPS) for the quarter rose to ₹2.44 from ₹1.33 in the previous year.
Profit Before Tax (PBT) margin improved to 15.4% from 11.8% YoY.
Total expenses as a percentage of revenue decreased, indicating better cost management despite a ₹1.65 Cr increase in employee benefits.
👀 What to Watch
Investors should monitor the sustainability of these margins in upcoming quarters and watch for updates on the expansion of the Direct-to-Consumer (DTC) channel and premium 'Vector' franchise performance.
Timex Group India Schedules 38th AGM; Proposes ~Rs 34 Cr Preference Dividend Payout
Timex Group India has scheduled its 38th Annual General Meeting for August 20, 2026. The primary agenda includes the approval and confirmation of substantial preference dividend payments totaling approximately Rs 34.01 crore. These payments cover accumulated liabilities across various preference share classes for multiple years, ranging from FY 2018-19 to FY 2025-26. This total payout is significant, representing approximately 45% of the company's TTM PAT of Rs 75 crore.
Confidence: HIGH
What changedThe company has formalized the schedule for its 38th AGM and detailed the settlement of long-standing accumulated preference dividend liabilities.
Why it mattersClearing preference dividend arrears is a critical step in financial restructuring, though the ~Rs 34 Cr outflow is a material portion of the company's annual earnings and net worth.
Total Preference Dividend: Rs 34.01 CrDividend vs TTM PAT: 45.3%Dividend vs Net Worth: 30.6%AGM Date: August 20, 20265% Pref Share Arrears: Rs 14.00 Cr
📅 Short termThe stock may see neutral to slightly cautious movement as the market absorbs the impact of the significant cash outflow for preference dividends.
📈 Long termClearing preference arrears is structurally positive as it paves the way for potential future equity dividends once the balance sheet is further strengthened.
⚠ Risk flags
- Significant cash outflow relative to net worth
- Concentration of dividend payments to promoter-linked entities (Timex Group Luxury Watches B.V.)
Key Highlights
Total proposed preference dividend payout across four categories is approximately Rs 34.01 Cr
Rs 14.00 Cr allocated for 5% Cumulative Preference Shares covering eight financial years from FY 2018-19 to FY 2025-26
Rs 15.79 Cr confirmed for 13.88% Preference Shares for the period FY 2020-21 through March 20, 2026
The total payout of ~Rs 34.01 Cr represents roughly 30.6% of the company's current Net Worth of Rs 111 Cr
Book closure for the AGM is set from August 18, 2026, to August 19, 2026
👀 What to Watch
Investors should monitor the AGM proceedings for any commentary on future growth strategy and the impact of these large preference dividend outflows on the company's cash position for expansion.
