ALFA Finder| Revenue growth | 69.9% YoY for FY26; 147.5% YoY for Q4 FY26. |
|---|---|
| Margins | EBITDA margin at 15.5% (adjusted for subsidy); targets 16-18% by FY29. |
| Demand visibility | Strong; record sales in May 2026 after brief integration disruption. |
| Management confidence | High; guidance for FY27 and next 3 years remains unchanged. |
Growth
FY26 Net Revenue grew 69.9% YoY to ₹2,346cr. FY26 EBITDA up 64.5% to ₹419cr; PAT (adj.) up 30.3% to ₹299cr.
Outlook
Targeting 16-18% EBITDA margin by FY29; double-digit volume growth; Net Debt/EBITDA below 1.0x. Capex of ₹59cr completed at Prag Distillery.
Risks
Input cost pressure from geopolitical tensions; high integration costs; dependency on southern India (currently 85%+ saliency).
Earnings Call filed with NSE, NSE: TI. Summary written with AI assistance from the document.
Tilaknagar Industries Ltd: key numbers
- Share price
- ₹504.40
- Market cap
- ₹12,504 Cr
- Revenue (annual)
- ₹2,346 Cr
- Net profit (annual)
- ₹20.87 Cr
- P/E (TTM)
- -188.2×Sector 29.0×
- Promoter holding
- 31.62%-0.06% QoQ
- FII holding
- 17.29%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Tilaknagar Industries Ltd
All →Tilaknagar Industries Legal & Regulatory
Tilaknagar Industries disclosed a DRI customs seizure memo for goods valued at about Rs 30.14 crore. Operations continue normally, with no quantifiable material impact now.
- Value
- ₹30.14 Cr
Tilaknagar Industries Other Announcement
Tilaknagar Industries filed a Reg 32(6)/ICDR 162A Monitoring Agency Report from Crisil for Q1 FY27. The report records nil utilization of preferential-issue and warrant proceeds towards the issue objects this quarter.
Tilaknagar Industries Earnings Call Transcript: Key Takeaways
Strong volume-led revenue growth driven by premiumization and strategic brand integration despite severe inflationary pressures on raw material and packaging costs.
- Call
- Guides 15% growth
Tilaknagar Industries Legal & Regulatory
Tilaknagar Industries disclosed a DRI search under Section 105 of the Customs Act on October 22, 2026. The search is part of an industry-wide HSN review, and the company reports no impact as of now.
Tilaknagar Industries Management Change
Tilaknagar Industries appointed Shailesh Tinaikar and Sanjay Saxena as Non-Executive Independent Directors effective 30 October 2026. Independent directors Dilawar Singh and Satish Mathur completed their tenures.
Tilaknagar Industries Results Update
Tilaknagar Industries released Q2 FY27 results highlights, with volume up 160% and revenue up 172% year-on-year. Imperial Blue gained market share across 17 states.