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Earnings Call

Tilaknagar Industries Earnings Call: Key Takeaways

TILAKNAGAR Q4 FY26 results show landmark growth following the Imperial Blue acquisition integration. Revenue reached ₹949cr with consolidated EBITDA margins at 15.5%. Strategy focuses on premiumization, debt reduction, and pan-India distribution expansion.

Highlights
Revenue growth₹2,346cr for FY26, up 70% YoY.
MarginsTargeting 16-18% EBITDA margins via operating leverage and cost optimization.
Demand visibilityStrong; expecting further growth from price reductions in Karnataka.
Management confidenceHigh; citing landmark year and robust integration of Imperial Blue.

Growth

Q4 revenue grew 148% YoY to ₹949cr. FY26 volumes hit 20M cases (+68% YoY), with Mansion House Brandy crossing 10M cases.

Outlook

Guided high-single to low-double digit volume growth for FY27; EBITDA margins target 16%-18% over 24-36 months; net debt-to-EBITDA <1x by FY29.

Risks

Input cost inflation due to geopolitics; business disruptions in April during TSMA exit; high receivables in Telangana.

Source

Earnings Call filed with BSE, BSE: 507205. Summary written with AI assistance from the document.

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Tilaknagar Industries Ltd: key numbers

Share price
₹581.70
Market cap
₹14,420 Cr
Revenue (annual)
₹2,346 Cr
Net profit (annual)
₹20.87 Cr
P/E (TTM)
-400.1×Sector 29.0×
Promoter holding
31.68%-0.03% QoQ
FII holding
16.88%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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