Announced Tue, 12 May · 16:18 IST

Intimation for Investor Presentation on Q4 & FY 2026.

Order Pipeline DisclosedMgmt Guided Margin PressureAnalyst Day Multiyear TargetsInvestor Communications View source PDF

Price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-2.4%1-day move
₹78.99
prior close
₹79.50
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.6-1.9+0.6-1.8-2.4-3.8-6.6-5.1-8.1-7.7-17.1-19.0-13.6
Up moveDown movePending
AI summary

Shri Gang Industries posted FY26 net revenue of Rs 366 Cr (up 13% YoY) with EBITDA of Rs 36 Cr (down 25%) and PAT of Rs 19 Cr (down 37%). EBITDA margin contracted to 10% from 15% in FY25, while PAT margin fell to 5% from 9%. The company operates a strategic contract manufacturing tie-up with Diageo-owned United Spirits, contributing Rs 236 Cr (64% of revenue) from 2.9 million IMFL cases. Own brands Golden Cascade and Bulldozer in UPML segment delivered strong growth. The company secured an LOI from Tilaknagar Industries for 2 lakh cases per month. Net Debt/EBITDA improved significantly to 1.4x in FY26 from 14.5x in FY22, with net worth turning positive at Rs 52 Cr.

Likely market impact

The margin contraction is concerning for near-term profitability, though the company demonstrates strong operational growth and deleveraging progress. The new Tilaknagar contract provides volume visibility, while planned capacity expansion to 10 million cases and ENA distillery capex of Rs 39 Cr signal long-term growth intent.