A small cap company that is primarily involved in manufacturing and sale of Indian Made Foreign Liquor, is in the spotlight after the stock has delivered multi-bagger returns of percent to the shareholders in 5 years.
With a market capitalization of Rs. 9,066.61 crore, the shares of Tilaknagar Industries Ltd closed at Rs. 467.80 per equity share, down by 0.75 percent from its previous day’s close price of Rs. 471.35.
What’s the News?
Over the past year, the stock has provided positive returns of more than 46.90 percent. The stock is currently trading at a discount of 13.27 percent from its 52-week high of Rs. 529.90.
On September 9, 2025, the shares of Tilaknagar Industries Ltd traded at Rs. 467.80, showing a gain of around 2,823.75 percent compared to the price of Rs. 16 on October 1, 2020. For example, if someone had invested Rs. 1 lakh in the company’s stock 5 years ago, it would have turned into around Rs. 29.24 lakh.
About the Company
Tilaknagar Industries Ltd is an Indian alcoholic beverage maker specializing in Indian Made Foreign Liquor (IMFL). Backed by a 90-year legacy and more than 50 years of manufacturing expertise, the company manages a portfolio of over 15 brands, produced through four owned facilities and 17 contract units across 10 states. In FY25, it sold 11.9 million cases, with brandy contributing 91 percent of volumes and South India driving 86 percent of sales.
Tilaknagar Industries Ltd follows an asset-light model, with about 70 percent of its production handled through contract manufacturing units. Its footprint spans 21 manufacturing units across 10 states, comprising 4 owned facilities and 17 contract units, while managing a portfolio of 15+ brands across categories.
The company has 2 millionaire brands in their portfolio, one is Mansion house, India’s largest and world’s second largest selling brands and the other is Courrier Napoleon which is third fastest growing brand globally.
Other Updates
In July 2025, Tilaknagar Industries and its subsidiary Grain & Grape Works Pvt. Ltd. agreed to acquire Pernod Ricard India’s Imperial Blue business for about €413 million (Rs. 4,150 crore), with an additional €28 million (Rs. 282 crore) payable after four years. The deal covers brand rights, two owned units, and co-manufacturing arrangements, following IB’s FY25 sales of 22.4 million cases. The acquisition, to be funded through debt and equity, is expected to close within six months pending CCI approval.
Capital Expenditure Plans
Tilaknagar Industries, which is currently operating at its full capacity of 6 lakh cases annually, has approved an expansion plan to increase capacity to 36 lakh cases per year within the next 12 months. The project, aimed at meeting rising demand in Andhra Pradesh and ensuring uninterrupted exclusive sales under its brands, will involve a total investment of Rs. 59 crore, including around Rs. 34 crore towards license fees and interest.
Financial Highlights
In Q1FY26, the company reported revenue of Rs. 409 crore, up 30.7 percent YoY from Rs. 313 crore and marginally higher by 0.7 percent QoQ from Rs. 406 crore. Operating profit rose to Rs. 94 crore, showing an 88 percent YoY increase from Rs. 50 crore and a 20.5 percent QoQ rise from Rs. 78 crore, reflecting improved operational efficiency.
Net profit stood at Rs. 89 crore in Q1FY26, increased by 122.50 percent YoY from Rs. 40 crore and rose 15.6 percent QoQ from Rs. 77 crore. EPS improved to Rs. 4.57 against Rs. 2.08 in Q1FY25 and Rs. 3.99 in Q4FY25, indicating sustained profitability growth both annually and sequentially.
Tilaknagar Industries Limited’s revenue and net profit have grown at a CAGR of 17 percent and 26 percent, respectively, over the last five years. The company’s ROCE and ROE stand at 28.4 percent and 29.9 percent, respectively, and its debt-to-equity ratio at 0.05x indicates the company’s financial position.
Written By Akshay Sanghavi
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