Synopsis:
Tilaknagar Industries Ltd stock rose more than 4% after reporting strong Q1 FY26 results, robust volume growth, and announcing major expansion and acquisition plans.
A small-cap beverage company is in the spotlight today after declaring financial results for Q1FY26. Check the article below to know about their performance and future expansion, and acquisition.
With a market capitalization of Rs. 9,545.33 crore, the shares of Tilaknagar Industries Limited were trading at Rs. 491.9, up by 4.15 percent from its previous closing price of Rs. 472.3. The stock has reached a high of Rs. 513 in today’s trading session
Q1FY26 Results
Tilaknagar Industries Ltd reported Rs. 409 crore in revenue for the first quarter of FY26, a 30.6 percent increase over the Rs. 313 crore for the same period in FY25. However, it increased by 0.8 percent as compared to Rs. 406 crore in Q4 FY25.The operating profit for Q1 FY26 stood at Rs. 94 crore, up by 20.5 percent from Rs. 78 crore in Q4 FY25, and rose by 88 percent from Rs. 50 crore in Q1 FY25.
The consolidated net profit for the first quarter of FY26 was Rs. 89 crore, which was 14.4 percent higher than the Rs. 77 crore reported in the previous quarter and 120.8 percent higher year over year than the Rs. 40 crore in Q1 FY25. Profit growth was also reflected in earnings per share (EPS), which increased to approximately Rs. 4.57 in Q1 FY26 from Rs. 2.08 in Q1 FY25 and Rs. 4.0 in Q4 FY25.
In Q1 FY26, volumes rose 26.5 percent year-on-year, reaching 32.1 lakh cases, marking the highest quarterly level since FY15. However, revenue growth lagged behind volume growth due to a price reduction in the key state of Andhra Pradesh implemented from Q3 FY25 onwards.
Also Read: Smallcap stock jumps after company’s net profit increases 230% YoY
Future Outlook
In July 2025, the company and its wholly owned subsidiary, Grain & Grape Works Pvt. Ltd., signed agreements to acquire Pernod Ricard India’s Imperial Blue business division, covering production, bottling, marketing, and sales of alcoholic and other beverages under the IB brand, for €413 million (≈Rs. 4,150 crore), with a €28 million (≈Rs. 282 crore) deferred payment after four years.
The transaction includes brand rights, two owned units, and co-manufacturing arrangements, follows IB’s FY25 sales of 22.4 million 9-litre cases and is expected to close within six months, subject to CCI approval and funded with a mix of debt and equity.
The company, which currently operates at nearly full capacity of 6 lakh cases per year, plans to add 30 lakh cases per year within the next 12 months with an investment of Rs. 25 Crores to meet rising demand in Andhra Pradesh.
About the company
Tilaknagar Industries Ltd., is an Indian alcoholic beverage company that is primarily engaged in the manufacturing and sale of Indian Made Foreign Liquor (IMFL). With a 90-year legacy and over five decades of experience in alcoholic beverage manufacturing, the company operates over 15 brands through four owned and seventeen contract units in ten states. In FY 25, it sold 11.9 million cases, with brandy accounting for 91 percent of volume and South India accounting for 86 percent of sales.
Written By Akshay Sanghavi
Disclaimer
The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.
