Pursuant to the regulation 30 of read with schedule III of Securities and Exchange Board of India (LODR) Regulation, 2015, We are submitting hereby Investor earning and presentation of ....
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Fratelli Vineyards (formerly Tinna Trade) filed its Q4 & FY25 investor presentation showing a sharp earnings decline: revenue fell to Rs 182 Cr from Rs 216 Cr YoY, EBITDA crashed to Rs 0.2 Cr from Rs 29 Cr, and the company slipped into a Rs 13 Cr loss vs Rs 9 Cr profit a year ago. Gross margin actually improved by 200 bps to 79%, but EBITDA margin collapsed from 13% to 0.1% due to heavy spending on brand building, new product launches (Pinot Noir, Shotgun RTD), and infrastructure. Management unveiled a Vision 2030 plan targeting Rs 500+ Cr revenue (20%+ CAGR) and EBITDA margin recovery to 10%+ in FY26 and 20%+ by FY30, backed by Rs 100 Cr capex in a luxury hospitality venture over 2-3 years.
Short-term, the sharp drop in profitability and revenue is negative for sentiment, reflecting margin pressure from heavy reinvestment. However, the clearly stated margin recovery roadmap to 20%+ by FY30 and aggressive growth targets could appeal to investors with a long-term horizon, though execution risk on the hospitality venture and new launches remains high.