Here’s a blog on Rekha Jhunjhunwala’s major purchase of 15 lakh shares in a Tata Group multibagger stock in Q2 FY26:
Rekha Jhunjhunwala Buys 15 Lakh Shares of Titan: Betting Big on Tata’s Multibagger
Rekha Jhunjhunwala, custodian of one of India’s most celebrated investment portfolios, has once again grabbed headlines by purchasing an additional 15 lakh shares in Titan Company during the second quarter of FY26. This fresh investment reaffirms her conviction in the Tata Group’s flagship consumer company and signals robust confidence in India’s consumption story.
How Big Is the Stake?
-
Fresh shares acquired: 15 lakh (1.5 million) in Q2 FY26
-
Increase in stake: About 0.2%, taking her total holding to 5.3% (approx. 4.7 crore shares)
-
Current value: Over ₹17,000 crore—making this the largest single holding in the Jhunjhunwala portfolio
A Legendary Investment Legacy
The Jhunjhunwala family first invested in Titan back in 2002-03, when the share price was in double digits. What began as an opportunistic bet on a struggling Tata venture grew, over two decades, into an investment legend. Titan has since become one of India’s best-known multibagger stocks, delivering over 200% returns in the past five years and serving as the cornerstone of the family’s wealth.economictimes+1
Why Titan?
-
Diversified growth: Q2 FY26 results showed an 18% uptick in domestic business and a stunning 86% surge in international markets, led by iconic brands like Tanishq.
-
Jewellery drives growth: The jewellery segment grew 19% YoY; CaratLane led the portfolio with 30% growth.
-
Retail leadership: The company expanded its footprint with 34 new jewellery outlets, taking its store network above 3,370.
-
Innovation focus: Fragrances, women’s bags (up 90%), eyewear, and emerging businesses are growing rapidly, driven by retail and digital innovation.scanx+1
What It Means for Investors
This bold move is more than portfolio rebalancing—it’s a stamp of confidence in Tata’s management, luxury/aspirational retail, and India’s rising middle-class consumption. Analysts see Rekha Jhunjhunwala’s Titan accumulation as a bullish signal for long-term investors, encouraging others to look beyond daily volatility and focus on structural business growth.livehindustan+1
With Titan remaining at the heart of Jhunjhunwala’s legacy and portfolio, this latest purchase underscores the enduring appeal of high-quality Indian multibaggers—particularly those at the intersection of brand trust and evolving consumer aspirations.
Ace investor Rekha Jhunjhunwala, custodian of one of India’s most influential investment portfolios, has increased her stake in Titan Company by purchasing an additional 15 lakh shares, or about 0.2%, in the second quarter of FY26, according to the latest BSE filings. With this acquisition, her total holding in the Tata Group company now stands at 5.3%, as per Trendlyne data.
BSE data shows that Rekha Jhunjhunwala, wife of the late market legend Rakesh Jhunjhunwala, now owns 4.7 crore shares in Titan. The Jhunjhunwala family first invested in the company between 2002 and 2003, when Titan was a struggling Tata venture and its shares traded in mere double digits. What began as an investment worth just a few crores eventually turned into the cornerstone of the Jhunjhunwala family portfolio.
Over the years, the family’s stake in Titan has risen steadily, stabilising around 5.3%, and remains their largest listed equity investment, primarily under Rekha Jhunjhunwala’s ownership. The total value of this holding is estimated at over Rs 17,000 crore, according to Trendlyne.
Just two weeks ago, Rekha Jhunjhunwala’s notional wealth in Titan swelled by nearly Rs 739 crore within minutes, after the stock jumped around 5% on the back of a strong Q2 business update. While the gains are on paper, they reaffirm Titan’s enduring status as a bellwether of India’s consumption story and a pillar of the Jhunjhunwala investment legacy.
