ALFA Finder| 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
- ₹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.