Tilaknagar Industries Limited — PPTs, 13-11-2025: Investor Presentation

Tilaknagar Industries reported strong financial results for the quarter and half-year. Q2 volumes jumped 16.2% YoY to 34.2 lakh cases, showing market share gains. Net revenue for Q2 was ₹398 Cr (+6.2% YoY) with an EBITDA of ₹60 Cr (15.1% margin). For the half-year, net revenue grew 17.4% YoY to ₹807 Cr, and EBITDA hit ₹155 Cr (19.2% margin). PAT for Q2 was ₹53 Cr and ₹141 Cr for H1.

The company is strategically focused on expanding its portfolio beyond brandy into whisky and diversifying regionally. Recent developments include launching Mansion House Whisky in Odisha, Telangana & Kerala, and Monarch Legacy Edition Brandy in several markets. Distribution of Samsara Gin & Amara Vodka has also expanded. A major update is the acquisition of the Imperial Blue business (enterprise value ~€413 million), which has received approval and is expected to close in Q3 FY26. The company maintains a healthy financial position with a net cash of ₹1,086 Cr. Management anticipates this acquisition will transform Tilaknagar Industries into a pan-India, multi-category player, driving sustained growth and improved EBITDA margins. The goal is to reduce Net Debt to EBITDA below 1.0x by FY29.