Let’s break down Q1 updates and auto sales: Titan Company: • Jewellery up 18%, Watch up 23%, Eyewear up 12% • International biz zooms 49%, domestic up 19% • Added 10 new stores; total now 3,322 • Strong growth across segments – shows brand demand intact. Kotak Mahindra Bank: • Deposits up 13% to ₹4.92 lakh Cr • Net Advances rise 14% to ₹4.45 lakh Cr • Steady growth in loans and deposits. Lodha Developers: • Pre-sales up 10%, Collections up 7% • Launched 5 new projects worth ₹22,700 Cr • Strong demand and robust pipeline. Phoenix Mills: • Retail sales up 12% • Leased 4.07 lakh sq ft in Q1 • Healthy mall traffic and leasing momentum. P N Gadgil Jewellers: • Revenue up 2.8%, Retail segment up 19.4% • Record ₹139.5 Cr sales on Akshaya Tritiya • Festive sales strength hints at resilient consumer demand. Tata Motors (JLR): • Wholesale down 10.7%, Retail down 15.1% • Luxury models now 77.2% of mix vs 67.8% • Volume pressure, but premium mix improving – a mixed signal for JLR & Tata Motors. M&M (June Sales): • Production up 20%, Sales up 14.3% • Exports up modest 1.4% • Solid domestic traction.

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