Introduction
Tilaknagar Industries Ltd. is a leading Indian alcoholic-beverage company. The company is famous for its wide range of alcoholic beverage portfolio such as brandy, whisky, rum, gin, and vodka. It was founded in 1933 with headquarter is in Mumbai. The company operates a state-of-the-art distillation and bottling facility in Shrirampur (Maharashtra) with an additional production tie-up across Telangana, Kerala, Karnataka, Andhra Pradesh, Odisha, West Bengal, Assam, and Jammu.
Other reputed brands are Mansion House Brandy & Whisky, Courrier Napoleon, Blue Lagoon Gin, and Madiraa Rum. These are widely used in South India, CSD stores, and select international markets spanning East‐Southeast Asia, Africa, the Middle East, and Europe.
The sharp rise between 11–14% intraday is due to company’s robust quarterly results.
Financial Context, Quarterly Earnings
The market cap of the company is ₹ 7,630 Crore. It’s a small cap company now but company’s performance is so robust that, it may be change to a midcap company soon. The stock is trading in a current price ₹ 394. The 52-week high/low are ₹457/200 respectively. The stock is trading 15% lower from its 52-week high now. The price earnings ratio of the stock is 33.2. Hence, the company has reasonable P/E. The ROE/ROCE of the company are 29.9 /28.4 % respectively. The company’s dividend yield is 0.13%.
Promoters are holding 40% of the stake according to March 2025 data. FIIs have increased their holdings to 1.36% between last two quarters (In Dec-2024 it was 13.96% and in March-2025 it is 15.32%). DIIs have decreased their holdings to 0.09% between last two quarters (In Dec-2024 it was 1.35% and in March-2025 it is 1.26%). Public has decreased their holdings to 1.28% between last two quarters (In Dec-2024 it was 44.7% and in March-2025 it is 43.42%).
Quarterly Results (In depth Q4 FY25):
Tilaknagar Industries reported eye-catching Q4 FY25 results (January–March 2025).
a. Robust Revenue & Volume Growth.
Revenue was ₹ 359 Crore in March-2024 and it is ₹ 406 Crore in March-2025. Hence, net sales rose 13.1% YoY. Net profit was ₹ 40 Crore in Dec-2024 and it is ₹ 77 Crore in March-2025. Accordingly, the EPS was ₹ 1.63 in Dec-2024 and it is ₹ 3.99 in March-2025.
Due to strong performance from Andhra Pradesh, Karnataka, and Tamil Nadu, the company achieved 20.1% volume growth. It has sold approximately 34.2 lakh cases, up from 28.5 lakh cases last year.
b. Record EBITDA Performance
The company has achieved the highest quarterly EBITDA ever as EBITDA jumped ~62.6% YoY, from ₹48 crore to ₹78 crore.
c. Profit After Tax Surge
PAT (excluding exceptional items) almost doubled, rising 95.7% YoY to ₹77.3 crore from ₹39.5 crore.
d. Margin YOY Improvement
EBITDA margin widened significantly—from 13.4% to 19.3%. This is showing strong operational leverage and effective cost control.
The company’s short-term and long-term performance:
The company’s short-term and long-term returns are: 1-day return: 11.43%, last 5days return: 13.70%, 1-Month return: 2.29%, 6-months return: 4.04%,1-year return: 68.95%, 3 years return: 401.66%, 5-years return: 2171.10% and its all-time return is 600.73%.
Conclusion
Tilaknagar Industries has transformed itself from a legacy liquor brand. It is a high-growth multibagger, delivering an astonishing 2,171% return over the last five years. The company has debt-free balance sheet, strong market presence in southern India as well as in International level encourage investors to stay invested for long term.
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