Tilaknagar Industries Limited — PPTs, 11-08-2025: Investor Presentation

Here's the summary as requested:

**1. Financial Highlights:**

Q1 FY26 volumes grew 26.5% to 32.1 lakh cases. Net revenue rose 30.6% to INR 409 Cr (20.5% adjusted for subsidy). EBITDA surged 88% to INR 94 Cr (adjusted: INR 55.8 Cr, +25%). The company reports a strong net cash position of INR 163.4 Cr.

**2. Strategic Initiatives & Growth Drivers:**

A major initiative is the agreement to acquire Pernod Ricard's Imperial Blue business for ~EUR 413 million. This targets whisky expansion, geographic diversification, and premiumization. Prag Distillery capacity is also expanding to 36 lakh cases annually with a INR 59 Cr investment.

**3. Business Developments:**

Bombay High Court upheld the company's Mansion House and Savoy Club trademark ownership. Recent product rollouts include Monarch Legacy Edition and Mansion House Whisky. The Imperial Blue acquisition involves 16 units and key supply agreements.

**4. Market Position & Competitive Advantage:**

The Imperial Blue acquisition positions the company as a pan-India, multi-category player, leveraging its status as India's largest brandy manufacturer. Mansion House is India's top-selling brandy, showing strong Q1 market share gains in the Southern region.

**5. Investor Implications:**

These updates signal positive growth potential via strategic acquisitions and capacity expansion. Investors should monitor Imperial Blue integration and its impact on financials and debt.