TTK Prestige Limited — PPTs, 28-10-2025: Investor Presentation

TTK Prestige delivered a strong Q2 FY26 performance with standalone sales up 11% YoY to Rs 786.6 Cr, driven by a 59% surge in exports and 10% domestic growth. Consolidated sales also climbed 11.2% to Rs 833.7 Cr. Operating EBITDA saw a significant jump of 30.7% to Rs 100.5 Cr, achieving a 12.8% margin (15.0% before strategic investments). Profit after Tax stood at Rs 70.1 Cr. Half-year performance also reflected solid growth.

Growth was broad-based, with all channels growing; e-commerce led, and CSD bounced back strongly. The 'Judge' brand recorded over 50% growth. Strategic initiatives include market share consolidation and cost efficiencies, aided by GST 2.0 benefits, though initial GST changes temporarily shifted some Q2 sales.

The company launched 51 new SKUs this quarter and plans 49 more in Q3, while expanding its Prestige Xclusive network to 701 stores. Indian subsidiary Ultrafresh grew 23.5% in Q2, driven by B2C retail and online.

Management is optimistic about India's consumption-led recovery but anticipates potential gross margin impacts from rising commodity prices and global tariff uncertainties affecting exports. The company maintains a robust free cash balance of over Rs 785 Cr.