INDIA MARKET LENS
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The facelift: How homegrown D2C challengers are forcing L’Oréal to rewrite its India playbook

Titan Company pursued an acquisition.

· LiveMint Companies

Stagnant growth in India has cornered L’Oréal into a bold reset. From unleashing prestige icons to acquiring nimble homegrown brands, the French beauty titan is rewriting its playbook to conquer the country’s ingredient-obsessed, luxury-chasing consumers.

Against that, the stock is -0.2% on the day at ₹4,370.00, and has returned -4.2% over three months. It sits 16% below its 52-week high. The consumer durables sector has moved -6.6% over the same period, so Titan Company is running 2.4 points ahead of its peers.

For Titan Company, the question is how much of this is already reflected in the price and how much re-rates the consumer durables peer set alongside it.

  • The company directly in focus is TITAN.
  • Sector exposure: Consumer Durables.
TITANConsumer Durables