Tilaknagar Industries Ltd (NSE:TI)

Q1 2026 Tilaknagar Industries Ltd Earnings Call Transcript

Aug 12, 2025 / 06:00 AM GMT

Release Date Price: ₹493.65 (+4.52%)

Transcript

Key Points

Positve

Tilaknagar Industries Ltd (BOM:507205) reported a strong volume growth of 26.5% year-on-year for Q1 FY26.
Net revenue saw a robust year-on-year growth of 31%, with EBITDA margins expanding by 55 basis points to 15.1%.
The company has successfully improved its market share in key southern states, particularly in Karnataka and Telangana.
The acquisition of Imperial Blue is expected to broaden the product and geographical footprint, enhancing the company's premium portfolio.
Tilaknagar Industries Ltd (BOM:507205) has increased its stake in Spaceman Spirits Lab, indicating a strategic focus on premium and luxury segments.

Negative

The company faces potential challenges from economic slowdowns in discretionary segments, particularly in IT-heavy regions like South India.
There are concerns about the impact of revised duty structures in Maharashtra, which could affect sales in that region.
Legal costs have been higher than usual, impacting profitability despite revenue growth.
The integration of the Imperial Blue acquisition is expected to take up to six months, with uncertainties around regulatory approvals.
The company's gross margins have slightly decreased due to a reduction in NSR in Andhra Pradesh.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TILK.NS - Tilaknagar Industries Ltd
Q1 2026 Tilaknagar Industries Ltd Earnings Call
Aug 12, 2025 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Industries conference call.

As a reminder, all participant lines will be in the lesson only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an ovator by pressing 0 on your phone.

Please note that this conference is being recorded.

I now had the conference over to Mr. Saad Ragniker from CDR India.

Thank you and over to you, sir.

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Unidentified_2 [2]
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