Bharti Airtel, Tata Consumer, Titan Company to report Q2 results today: Here's what analysts expect

Bharti Airtel, Tata Consumer, Titan Company to report Q2 results today: Here's what analysts expect

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26 Aug, 2025 12:21

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Bharti Airtel, Tata Consumer, Titan Company are the Nifty 50 companies that will announce their September quarter results on November 3. Here's what analysts expect

Bharti Airtel likely to report steady quarter

Centrum expects steady quarter for country's second-largest telecom operator Bharti Airtel, aided by subscriber additions, shift to higher-margin 4G/5G plans

ICICI Securities notes additional day in quarter should help sequential ARPU growth

Ambit Capital expects core profit margin improvement as operating leverage from higher revenues aids cost absorption

Centrum, Motilal Oswal, ICICI expect ARPU of Rs 253-255.

Airtel's rival Reliance Jio posted 13% Q2 profit rise while another rival Vodafone Idea is yet to report its Q2 results.

At 11:25 am on November 3, Airtel shares were trading flat at Rs 2,053.9 apiece.

So far in 2025, Airtel shares rose 30% as against Vodafone Idea's 13.6% advance and 8.8% rise in Nifty 50 index.

Analysts see marginal profit growth for Tata Consumer

Analysts expect India's Tata Consumer Products to report a marginal 1.15% YoY rise in second-quarter profit while revenue is expected to rise 12% YoY, as per data compiled by LSEG

Ambit Capital said Tata's core categories of tea and salt are likely to see clipped growth in the near-to-long term, given their maturity profile and slower premiumization rate

Managing sharp volatility in tea prices remains "highly challenging" for Tata Consumer, added Ambit.

Motilal Oswal said heavy rainfall in June, along with pest attacks, led to a dip in tea production on an annual basis.

For Tata Consumer, margins are likely to normalise after Q2, supported by strong production and stabilisation in tea prices, added Motilal Oswal.

At 11:30 am on November 3, Tata Consumer shares were trading 0.3% lower at Rs 1,162 apiece.

So far in 2025, the stock rose 27%.

Titan down 1% ahead of Q2 results

Shares of Titan Company were trading 1% lower at Rs 3,706 apiece on November 3 ahead of the Q2 results announcement.

Titan is expected to post double-digit revenue growth, led by pricing gains in gold, said Elara Capital.

Ambit Insights said Titan's studded mix will rise gradually as new stores skew to smaller towns where the preference for studded is not as pronounced as in larger towns.

Titan is its top pick in large cap space and expects around 18-19% EBITDA CAGR over FY25-28 supported by steady revenue growth across non-jewellery segments, added Ambit Insights.

Centrum expects watches and eyewear segments to report 25% and 5% YoY growth, respectively, in Q2

So far in 2025, Titan shares rose 14%.

With inputs from Reuters