Tilaknagar Industries Limited — Investor Meet, 19-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Tilaknagar Industries (TI) reported strong Q1 FY26 with 26.5% YoY volume growth and 31% net revenue growth (20.5% adjusted for subsidy). EBITDA hit Rs. 94 Cr, with margins at 15.1%, boosted by robust demand and market share gains. TI announced the strategic Imperial Blue acquisition for ~EUR 413 million, aimed at broadening product and geographical reach. This cash-EPS accretive deal, funded by a Rs. 2,300 Cr preferential issue and debt, positions TI to become a national multi-category IMFL player. Management expects mid-to-high teen revenue growth for FY26 and aims for higher margins through premiumization and cost optimization.