Tilaknagar Industries Shares Soared ~5%: Revenue and PAT Saw Double-Digit Growth in Q1FY26

On Aug 11, 2025, Tilaknagar Industries shares rose as much as 5%, reaching a day high of ₹511.65 at 10:45 AM, after opening at ₹505.10 on BSE. The gain in Tilaknagar Industries shares follows the release of financial results for the quarter ended June 30, 2025 (Q1FY26).

Growth in Revenue and PAT During Q1FY26

Tilaknagar Industries Limited (TI), the producer of Mansion House Brandy, delivered a notable performance compared to the same quarter last year (Q1 FY25).

The company recorded a robust year-on-year (YoY) volume growth of 26.5%, with gains in market share across all key markets. Net revenue from operations rose by 30.6% YoY to ₹409.1 crore, up from ₹313.2 crore. Even after excluding the ₹38.6 crore subsidy income, revenue growth remained solid at 20.5%.

EBITDA witnessed a sharp 88% increase, reaching ₹94.5 crore versus ₹50.2 crore in Q1 FY25. When adjusted for the subsidy, EBITDA stood at ₹55.8 crore, reflecting a YoY growth of 25%. Correspondingly, the adjusted EBITDA margin improved by 55 basis points to 15.1%, compared to 14.5% in the prior year.

Profit after tax (excluding exceptional items) surged by 120.8% to ₹88.5 crore, up from ₹40.1 crore. On a subsidy-adjusted basis, PAT rose by 44.5% YoY. The company also reported diluted earnings per share (EPS) of ₹4.54 for the quarter.

Tilaknagar Management Take on Q1FY26 Earnings

Commenting on the performance, Mr. Amit Dahanukar, Chairman & Managing Director, said, “Q1 FY26 marked our strong and consistent industry-beating growth. We have delivered a YoY growth of 26.5% in volumes and 30.6% in net revenue. Adjusted for subsidy income of INR 38.6 crore, the net revenue growth was still robust at 20.5%. The Southern region has seen strong growth momentum in Q1, with market share improvement in each of the key markets. Our EBITDA (excluding subsidy income) has grown by 25.0%.

Also Read: BEML Share Price in Focus; Revenue Steady in Q1 FY26 Results

Our acquisition of the Imperial Blue business division from Pernod Ricard India is subject to CCI approval, which we expect to receive by end of calendar year 2025. The acquisition is being made on a slump sale basis, for a lump sum consideration basis enterprise value of ~EUR 413 mn. This includes a normalised working capital of ~EUR 70 mn and a deferred consideration of EUR 28 mn, payable at the end of 4 years, i.e. in FY30. The consideration would be subject to certain closing adjustments.

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