Market Performance
Tilaknagar Industries share price jumped 14% to ₹355 in early trade on May 15, following an impressive Q4 performance. This rally comes on the back of consistent growth trends in 2025.
- 5-Year Return: +1800%
- 3-Year Return: +550%
- Recent Monthly Gains:
- March: +7%
- April: +21%
- May (so far): +16%
The liquor stock has seen robust investor interest, reflecting its strong fundamentals and aggressive growth trajectory.
Main News
Tilaknagar Industries reported its highest-ever quarterly revenue in Q4FY25, backed by a solid increase in sales volume. The company's performance in key states like Andhra Pradesh, Karnataka, and Tamil Nadu played a crucial role in driving growth.
The sharp rally in the Tilaknagar Industries share price is attributed to a strong Q4 financial report, showcasing a multi-dimensional growth story—from volumes to net profit.
Financial Performance Snapshot
Revenue
- Q4FY25 Revenue: ₹406 crore
- YoY Growth: 13.1%
- Despite revenue growth, price cuts in Andhra Pradesh led to a drop in Net Selling Realisation (NSR) from ₹1,293 to ₹1,182 per case.
Volume Growth
- Total Cases Sold: 34.2 lakh (up from 28.5 lakh)
- YoY Growth: 20.1%
EBITDA
- Q4FY25 EBITDA: ₹78 crore
- YoY Growth: 62.6%
Net Profit
- Q4FY25 Profit: ₹77 crore
- YoY Growth: 145.8%
- Up from ₹31 crore in Q4FY24
Company Details
Tilaknagar Industries is a key player in India's alcoholic beverages (alcobev) market, particularly dominating the Indian-made foreign liquor (IMFL) brandy segment, which accounts for 93% of its volumes.
Key Highlights:
- Mansion House Brandy:
- Largest-selling brandy in India
- Second largest globally
- FY25 Brandy Sales:
- 10.83 lakh cases
- New Launch:
- Monarch Legacy Edition – targeting the premium brandy segment
- Strategic Investments:
- Spaceman Spirits Lab Pvt. Ltd. (Samsara Gin, Sitara Rum, Amara Vodka)
- Round The Cocktails Pvt. Ltd. (Bartisans - premium cocktail mixers)
With the cocktail culture booming and the premium spirits segment gaining momentum, the company appears well-aligned with evolving consumer trends.
Summary
Tilaknagar Industries share price has witnessed an extraordinary 1800% rise over five years, fueled by strong financials, rising volumes, and market leadership in the brandy segment.
The latest Q4 performance cements its growth trajectory:
Record revenue of ₹406 crore
Profit surged 146% to ₹77 crore
20% increase in volume sales
As the demand for premium and craft spirits grows, Tilaknagar Industries is firmly positioning itself as a front-runner in India’s alcobev space, with its share price reflecting investor confidence and robust fundamentals.
Leave A Comment?