Tilaknagar Industries Ltd

Tilaknagar Industries Ltd. announced that Aparna Praveen Chaturvedi (DIN: 00028647) has ceased to be an Independent Director with effect from the close of business hours on July 30, 2026, upon completion of her second consecutive term, and consequently also stepped down as Chairperson of Audit Committee, Stakeholders Relationship Committee and Corporate Social Responsibility Committee.

Tilaknagar Industries Ltd. announced that Aparna Praveen Chaturvedi (DIN: 00028647) has ceased to be an Independent Director with effect from the close of business hours on July 30, 2026, upon completion of her second consecutive term, and consequently also stepped down as Chairperson of Audit Committee, Stakeholders Relationship Committee and Corporate Social Responsibility Committee.

However, revenue from operations (excluding excise duty) jumped 165.54% to Rs 1,046.03 crore in Q1 FY27 as against Rs 393.92 crore in Q1 FY26. Profit before tax (PBT) declined 64.46% year on year (YoY) to Rs 31.49 crore in Q1 FY27. EBITDA stood at Rs 169 crore in Q1 FY27, registering a growth of 78.8%, compared with Rs 94 crore in Q1 FY26. EBITDA margin was at 16.1% in Q1 FY27 as against 24% in Q1 FY26. Amit Dahanukar, Chairman & Managing Director, said, 'The company made significant progress in integrating the IB business during Q1 FY27, with around 90% of operations transitioned out of the Transition Services & Manufacturing Agreement (TSMA). Only one state remains to be completed, and exceptional transition-related costs are expected to decline significantly over the rest of FY27. He said volumes remained resilient despite temporary disruptions caused by the TSMA exit in Odisha, Punjab, Uttarakhand and Karnataka, as well as state elections in Assam and West Bengal. Total volumes rose 9% quarter-on-quarter, led by an 18% sequential growth in the IB portfolio. MHB volumes reached 2.6 million cases, up over 7% year-on-year and more than 1% quarter-on-quarter despite seasonal softness. IB also expanded its market share by around 150 basis points sequentially, driven by strong gains across North, West and South India. The brand crossed 2 million cases in both May and June, supporting the company's expectation of delivering double-digit volume growth for IB in FY27. On margins, Dahanukar said higher packaging costs, particularly glass, weighed on gross margins during the quarter amid geopolitical-driven inflation. However, lower Extra Neutral Alcohol (ENA) prices partly offset the impact. He said the company remains confident of improving on the 15.5% EBITDA margin achieved in Q4 FY26 through cost optimisation, manufacturing efficiencies and supply chain improvements. Commenting on the regulatory environment, he said the India-UK Free Trade Agreement, which came into effect in mid-July, is expected to reduce Scotch import costs from Q3 FY27. He also highlighted favourable excise policy reforms in Karnataka, a key market for both IB and MHB, which are supporting category growth. Looking ahead, Dahanukar said that with the IB integration largely complete, the company will focus on expanding its luxury and super-premium portfolio while leveraging IB's distribution network to launch new premium products, supporting long-term growth'. Tilaknagar Industries (TI) is one of India's leading alcoholic beverage (alcobev) companies. It is engaged in the business of manufacturing and selling Indian-made foreign liquor and its related products. Powered by Capital Market - Live

Net profit of Tilaknagar Industries declined 64.31% to Rs 31.59 crore in the quarter ended June 2026 as against Rs 88.51 crore during the previous quarter ended June 2025. Sales rose 155.67% to Rs 1046.03 crore in the quarter ended June 2026 as against Rs 409.14 crore during the previous quarter ended June 2025. ParticularsQuarter EndedJun. 2026Jun. 2025% Var. Sales1046.03409.14 156 OPM %16.1523.09 - PBDT107.1095.91 12 PBT61.6188.62 -30 NP31.5988.51 -64 Powered by Capital Market - Live

Tilak Nagar Industries will hold a meeting of the Board of Directors of the Company on 27 July 2026.

Tilaknagar Industries announced record sales performance for the month of June 2026, achieving its highest-ever monthly sales volumes driven by strong performance by both, Imperial Blue Whisky and Mansion House Brandy. The company recorded its highest-ever monthly sales in June 2026, with combined business volumes at 3.4 million cases. The combined business had also crossed 3 million cases in May 2026, with Imperial Blue Whisky crossing 2 million cases in each of these months, reflecting sustained consumer demand and top-of-the-line execution capabilities post minor disruptions in April.

Tilaknagar Industries (TI) has made a follow-on investment of Rs 2 crore in Round The Cocktails, makers of ready-to-pour cocktail and mocktail mixers under the brand name Bartisans. With this investment, TI's stake in Bartisans will increase from 36.17 per cent to 41.45 per cent on a fully diluted basis. The Rs 2 crore investment is a primary infusion and the capital will be utilized to accelerate Bartisans' growth initiatives, bolster its quick commerce presence and support the launch of new single-serve packaging. TI had first invested in Bartisans in September 2024, driven by its conviction in India's rapidly evolving cocktail culture and the growing preference for premium and convenient at-home drinking experiences. This follow-on investment reinforces TI's confidence in Bartisans' growth journey and strengthens the partnership as the brand enters its next phase of expansion.

Net loss of Tilaknagar Industries reported to Rs 14.91 crore in the quarter ended March 2026 as against net profit of Rs 77.35 crore during the previous quarter ended March 2025. Sales rose 147.52% to Rs 949.49 crore in the quarter ended March 2026 as against Rs 383.60 crore during the previous quarter ended March 2025. For the full year,net profit declined 90.91% to Rs 20.87 crore in the year ended March 2026 as against Rs 229.59 crore during the previous year ended March 2025. Sales rose 69.91% to Rs 2345.58 crore in the year ended March 2026 as against Rs 1380.52 crore during the previous year ended March 2025. ParticularsQuarter EndedYear EndedMar. 2026Mar. 2025% Var.Mar. 2026Mar. 2025% Var. Sales949.49383.60 148 2345.581380.52 70 OPM %16.2820.44 -17.8718.46 - PBDT92.6784.58 10 332.26260.29 28 PBT47.1577.31 -39 252.55229.78 10 NP-14.9177.35 PL 20.87229.59 -91 Powered by Capital Market - Live

Tilak Nagar Industries announced that the Board of Directors of the Company at its meeting held on 29 May 2026, inter alia, have recommended the final dividend of Rs 1 per equity Share (i.e. 10%) , subject to the approval of the shareholders.

Tilak Nagar Industries will hold a meeting of the Board of Directors of the Company on 29 May 2026.