Titan, Info Edge and Mold-Tek Packaging announce management guidelines

Synopsis: Today, 3 companies from the consumer durables, packaging, and consumer services sectors had their management give insights on their operations with growth rate projections, key performing segments, benefits from MOU, etc. Let us see what else the management has to say about the future outlook of the companies.

Today’s market updates brought three diverse companies into the spotlight as their management teams shared outlooks on growth, demand trends and upcoming opportunities.

Across consumer businesses, service platforms and packaging manufacturers, leadership commentary highlighted improving sector momentum, strategic shifts, early signs of recovery and the impact of new partnerships. Together, these updates offer a snapshot of how companies across different industries are positioning themselves for the next phase of expansion and value creation.  

Titan Company Ltd.

Titan Company Ltd is among India’s most respected lifestyle companies and has established leadership positions in the watches, jewellery and eyewear categories, led by its trusted brands and differentiated customer experience.

With a market cap of Rs 3,41,380 crore, the shares of Titan Company Ltd gained almost 3 per cent, reaching a high of Rs 3871.85 in today’s trading session when compared to its previous day’s closing price of Rs 3765. The shares are trading at a PE of 82.6, whereas the industry PE is 27.2, and have given a return of 166% over the last 5 years.   

Management guidance.

Titan’s management shared an upbeat view, noting that Q3 has begun well and that the festive season was good, giving the company a solid start to the second half. They also said that H2 is likely to be better than H1, supported by steady demand.

A major positive for Titan has been its strong push into the exchange business, which they highlighted as a key growth driver for buyers, helping bring more customers into the purchase cycle. At the same time, they mentioned that value growth continues to be good, reflecting healthy consumer behaviour across categories.

The company also pointed out that its portfolio strategy is playing out well across brands, indicating that growth is well distributed across its offerings. Titan added that it is focusing on grabbing market share in the new-age buyers segment, which is becoming increasingly important as consumer preferences evolve. This focus shows the company’s intent to stay aligned with changing market dynamics and strengthen its position among younger, modern customers.

Financials. 

The revenue from operations is at Rs 18,725 crore in Q2 FY26 versus Rs 14,534 crore in Q2 FY25, which is an increase of about 29 per cent YoY. Similarly, the net profit also increased from Rs 704 crore in Q2 FY25 to Rs 1,120 crore in Q2 FY26, which is a growth of about 59% YoY. 

Info Edge 

Info Edge is India’s premier online classified company with a portfolio of brands. It owns various brands in different fields, like naukri.com (online recruitment), 99acres.com (online real estate), jeevansathi.com (online matrimonial), as well as shiksha.com (online education information services)

With a market cap of Rs 89,300 crore, the shares of Info Edge Ltd gained almost 0.5 per cent, reaching a high of Rs 1378.70 in today’s trading session when compared to its previous day’s closing price of Rs 1372.75. The shares are trading at a PE of 67.8, whereas the industry PE is 29.4, and have given a return of 52% over the last 5 years. 

Info Edge shared that CY24 was the worst year for hiring, but CY25 has already seen a steady 6 to 7% growth in hiring, showing that the job market is recovering. They pointed out that while the IT sector continues to remain flattish, several non-IT sectors are seeing good growth, especially travel, tourism, hospitality, real estate and education, which are among the top drivers of demand. This shift highlights how hiring momentum has broadened beyond tech-led roles as consumer activity and business cycles improve.

They also noted that growth in AI continues to remain strong, reflecting the rising demand for tech talent in newer domains even as traditional IT hiring stays muted. Info Edge added that the BPO/KPO sector is expected to see 18 to 20% growth, supported by increased offshoring and specialised outsourcing requirements. Altogether, the updates point to a more diversified and healthier hiring environment in CY25, with multiple sectors contributing to overall momentum.

Financials. 

The revenue from operations is at Rs 805 crore in Q2 FY26 versus Rs 701 crore in Q2 FY25, which is an increase of about 15 per cent YoY. Similarly, the net profit also increased from Rs 85 crore in Q2 FY25 to Rs 348 crore in Q2 FY26, which is a growth of about 310% YoY. 

Mold-Tek Packaging Ltd.

Mold-Tek Packaging Limited (MTPL), founded in 1986, is one of India’s leading players in rigid plastic packaging, specialising in injection-moulded containers used for lubricants, paints, food products and more. With ten processing plants and two stock points across the country, the company is able to deliver faster and more efficient supplies. 

It has a substantial injection moulding capacity of around 50,000 TPA and is known for pioneering pail packaging innovations in India, including spouts and in-mould spout concepts for paint and lube pails. Thanks to its strong in-house manufacturing capabilities, Mold-Tek operates without relying on imports, giving it a solid competitive advantage.

With a market cap of Rs 1,957 crore, the shares of Mold-Tek Packaging Ltd gained almost 4 per cent, reaching a high of Rs 593.15 in today’s trading session when compared to its previous day’s closing price of Rs 571.05 . The shares are trading at a PE of 29.1, whereas the industry PE is 20, and have given a return of 104% over the last 5 years.   

Mold-Tek Packaging’s update highlights a major step forward through its MoU with Vibe Generation Holdings (UK) to produce high-precision caps and closures. The company pointed out that the total addressable market is more than $1 billion and that Vibe Generation Holdings will be sharing its patents with Mould-Tek. The MoU will be exclusive, giving the company a strong edge in this specialised segment. Management also said they expect this MoU with Vibe to generate ₹250 crore of revenues in the coming years, signalling a meaningful long-term opportunity.

On the financial side, Mold-Tek shared that EBITDA margins will be higher compared to the existing portfolio, making this collaboration accretive from the start. The company expects to achieve Rs 10 to 20 crore of revenue from the MoU in the first year, with growth increasing each year as volumes scale up. Importantly, while the current EBITDA is approximately Rs 40 per unit, products coming from the Vibe MoU are expected to deliver around Rs 80 per unit, effectively doubling unit-level profitability. This makes the partnership a strong driver of both growth and margins going forward.

Financials.

The revenue from operations is at Rs 210 crore in Q2 FY26 versus Rs 191 crore in Q2 FY25, which is an increase of about 10 per cent YoY. Similarly, the net profit also increased from Rs 14 crore in Q2 FY25 to Rs 15 crore in Q2 FY26, which is a growth of about 7% YoY. 

Written by Leon Mendonca. 

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