T

Tilaknagar Industries Ltd.

TI
Market snapshot · 2026-08-11 07:05 UTC

522.00

+₹18.80 (+3.74%)

MARKET CAP

₹12.90K Cr

STOCK P/E

52W HIGH

₹549.70

52W LOW

₹381.55

BOOK VALUE

₹120.02

EPS

₹-2.31

ROE

SECTOR

Consumer Staples

DEBT/EQUITY

77.18

VOLUME

12.28L

P/B RATIO

4.35x

PEG RATIO

Sector

Consumer Staples

Themes

Alcoholic BeveragesCohesion Mk Best Ideas Sub-trust Portfolio
D
Dividend
E
Earnings
₹528.10₹493.28₹458.45₹423.63₹388.80VolumeEDEEAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Tilaknagar Industries is an Indian alcoholic-beverages manufacturer and seller. Brandy, led by Mansion House and Courier Napoleon, drives its portfolio, alongside whisky, rum, gin, extra neutral alcohol, and cocktails. Exports to Africa, the Middle East, Asia, and Europe extend distribution. Record sales of 300,000 cases in Karnataka in July 2026 indicate regional volume acceleration, though the disclosed data does not quantify its margin effect. Revenue grew 69.9% year-on-year while profit fell 90.9%, signalling earnings dilution despite stable reported margins. ROE is unavailable, while debt-to-equity of 77.18 indicates extreme leverage that can amplify financial costs and distort shareholder returns. P/E is unavailable, preventing a conventional valuation comparison against sector multiples or growth. The stock appears difficult to assess rather than clearly fair or discounted, with debt intensity and weak profit conversion remaining key risks.

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for TI.

4.00 analysts

Price Forecast

Current
₹522.00
High Target
₹600.00
▲ +14.9%
Median Target
₹561.50
▲ +7.6%
Low Target
₹520.00
▼ -0.4%
Now₹522.00High ₹600.00Median ₹561.50Low ₹520.00Aug '25Now12M Target
Price history (1Y)
Analyst target range
4 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹420.55 - ₹655.2380%
6M₹385.81 - ₹722.2880%
12M₹342.64 - ₹831.7380%
Realized vol: +34.6% · Drift: +8.2%

Revenue Forecast

₹ Cr
Dec '25Current₹664.0
Sep 2026 ETrend estimate range
High₹619.1Base₹573.3Low₹527.4
Mar '25: ₹406.0 · Jun '25: ₹409.0 · Sep '25: ₹398.0 · Dec '25: ₹664.0 · Sep '26: ₹573.3 · Dec '26: ₹956.4
Mar '25Jun '25Sep '25Dec '25Sep '26 EDec '26 E406.0409.0398.0664.0573.3956.4
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Dec '25Current₹-4.62
Sep 2026 ETrend estimate range
High₹2.16Base₹1.92Low₹1.69
Mar '25: ₹4.51 · Jun '25: ₹4.57 · Sep '25: ₹2.75 · Dec '25: ₹-4.62 · Sep '26: ₹1.92 · Dec '26: ₹-3.23
Mar '25Jun '25Sep '25Dec '25Sep '26 EDec '26 E4.514.572.75-4.621.92-3.23
PastCurrentTrend estimate: Low / Base / High
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Mixed
51%
Analyst Consensus
Positive

From 4 analysts

Mean upside+7.4%

Fundamentals

Moderate

Fundamentals institutional score is 60 using growth durability 59.7.

Valuation

Premium valuation

Valuation institutional score is 31 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Positive

Analyst View institutional score is 74 using mean target upside 7.4%; dispersion penalty 5.7; recommendation breadth from available consensus.

Technical Structure

Weak Structure

Technicals institutional score is 0 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Positive catalysts emerging

Recent news flow is skewing constructive on impact and recency. Based on 9 recent ticker-linked news items.

Signal Summary

Market intelligence remains Mixed. analyst consensus and market sentiment provide support, while valuation and technical structure remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals ModerateValuation Premium valuationAnalyst Consensus PositiveTechnical Structure Weak StructureMarket Sentiment Positive catalysts emerging

Key Data Points

Mean Target Price560.8 target
Mean Upside+7.4%
Technical Score0%
Fundamental Score60%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Forward Valuation Outlook

Forward outlook is unavailable because live next-12-month estimate data is not available for this ticker right now.

EV/EBITDA
Strongly Overvalued

5Y Average

13.91

Current

29.05

Overvalued

22.83

Undervalued

6.09

P/S
Strongly Overvalued

5Y Average

2.06

Current

4.30

Overvalued

3.38

Undervalued

0.90

P/B
Strongly Undervalued

5Y Average

7.15

Current

4.35

Overvalued

9.70

Undervalued

4.33

Peers & Comparison

Sector: Consumer Staples · Theme: Alcoholic Beverages

Alcoholic Beverages Peers3 peers
Avg P/E: 85.6x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
ALLIED BLEND N DISTILS L
ABDLAlcoholic Beverages
+6.1%5.6%
78.1x
Fair
-9% vs avg
+21.4%
RADICO KHAITAN LTD
RADICOAlcoholic Beverages
+19.5%8.8%
85.3x
Fair
0% vs avg
+57.1%
UNITED BREWERIES LTD
UBLAlcoholic Beverages
+7.1%4.2%
93.4x
Fair
+9% vs avg
-27.1%
WHY THESE PEERS

TILAKNAGAR INDUSTRIES LTD is compared against the Alcoholic Beverages cohort. Peers include ALLIED BLEND N DISTILS L, RADICO KHAITAN LTD, UNITED BREWERIES LTD — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹664 CrDec 2025

Latest net profit

₹65 CrDec 2025

Latest EPS

₹-4.62Dec 2025

Net margin

13.7%Dec 2025

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q3 '25Q4 '25Q1 '26Q2 '26Q3 '260.0%6.0%12.0%18.0%24.0%0.00 Cr200 Cr400 Cr600 Cr800 Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q3 '25Q4 '25Q1 '26Q2 '26Q3 '260.00 Cr200 Cr400 Cr600 Cr800 Cr₹-6₹-3₹0₹3₹6
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOperatingprofitOther incomeInterestProfitbefore taxTax & otherNet Profit0.00 Cr200 Cr400 Cr600 Cr800 Cr

Latest reported period: Dec 2025

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Annual view
202120222023202420250.00 Cr200 Cr400 Cr600 Cr800 Cr
  • Debt
  • Free cash flow
  • Cash & equivalents

Results

MetricMar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025
Sales357304354377359313375340406409398664
Expenses316270305324305263309280328315339554
Operating Profit33.7526.9441.2245.0545.8442.6358.1252.7971.0886.9352.7290.8
OPM %9.44%8.86%11.63%11.96%12.78%13.62%15.5%15.51%17.52%21.25%13.24%13.68%
Other Income4.761.10.858.573.161.872.864.028.184.352.7213.49
Interest7.956.027.748.054.934.163.352.362.292.812.139.25
Depreciation7.567.447.877.617.457.337.357.366.856.876.9219.14
Profit before tax30.5622.0234.3345.5744.0740.3457.6354.4576.9788.4753.3465.04
Tax %0%0%0%0%0%0%0%0%0%0%0%0%
Net Profit30.5622.0234.3345.5744.0740.3457.6354.4576.9788.4753.3465.04
EPS in Rs4.111.172.062.372.022.092.992.824.514.572.75-4.62

All values in Rs. Crore unless otherwise stated. Source: CMIE Prowess, Quarterly Interim Standalone.

Shareholding Pattern

HolderMar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters40.00%39.97%37.20%31.71%31.71%
FII15.32%15.29%19.45%18.41%16.87%
DII1.26%1.22%3.82%4.91%5.17%
Public24.53%24.82%23.04%22.82%23.62%
Others18.89%18.70%16.49%22.15%22.63%
Mar 2026
Promoters
FII
DII
Public
Others