| Revenue growth | 189% YoY (adjusted for subsidy) |
|---|---|
| Margins | Gross margin pressure from glass; softened ENA offset |
| Demand visibility | Strong; IB volumes resilient despite headwinds |
| Management confidence | High; integration ~90% complete |
Growth
Net revenue grew 189% YoY to INR 1,026 Cr; EBITDA increased 166% YoY to INR 148 Cr.
Outlook
Targeting 16-18% EBITDA margins by FY29; projected high-single to low-double digit volume growth for FY27.
Risks
Inflationary pressures in packaging (glass) impacted gross margins; seasonal softness in Q1; temporary regional disruptions.
Last quarter's promises, checked
Delivered
- Exit TSMA for significant ops by Q4 FY26 → 75% exited (= BEAT)
- Mansion House volume benchmark 10m cases → Crossed 10m cases in FY26 (= BEAT)
- Prag capacity expansion to 36 lakh cases → Commissioned and operational (= BEAT)
Partly delivered
- EBITDA margin 16-18% target → Q4 FY26 at 15.5% / Q1 FY27 at 14.4% (= PARTIAL)
Missed
- Net Debt target INR 1,911 Cr (Mar-26) → Actual INR 2,100 Cr in Q1 FY27 (= MISS)
Investor Presentation filed with NSE, NSE: TI. Summary written with AI assistance from the document.
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.
More from Tilaknagar Industries Ltd
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- Value
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- Value
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