TINSETilaknagar Industries Limited· Brew/DistilleriesHighNeutral
Announced Fri, 29 May · 20:02 IST

Tilaknagar Industries Limited has informed the Exchange that Board of Directors at its meeting held on May 29, 2026, recommended Final Dividend of Re. 1 per equity share.

Qualified OpinionRevenue Growth 20pctPat NegativeExceptional ItemResults View source PDF

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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
-6.6%1-day move
₹457.00
prior close
₹456.00
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AI summary

Tilaknagar Industries reported audited consolidated FY2026 results with revenue growing 68% to Rs 5,247.58 crore (vs Rs 3,120.98 crore in FY2025), driven by the Imperial Blue acquisition from Pernod Ricard completed in December 2025 for Rs 3,442 crore cash plus Rs 290 crore deferred consideration. However, PAT declined sharply to Rs 20.87 crore from Rs 229.59 crore in FY2025, a drop of over 90%, mainly due to exceptional items of Rs 231.97 crore including acquisition costs and gratuity provisions under new labour codes. The Board recommended a final dividend of Rs 1 per share (10%) for FY2026. Key approvals include incorporation of a wholly-owned subsidiary in Nigeria (capital commitment up to Rs 30 crore) and a scheme to amalgamate two subsidiaries (Punjabexpo Breweries and Vahni Distilleries) with the company. Statutory auditors issued a qualified opinion on ENA plant impairment assessment.

Likely market impact

The stock may see mixed reaction - strong revenue growth demonstrates successful integration of Imperial Blue but the 90%+ PAT decline due to acquisition costs and one-time charges may concern near-term focused investors. The qualified auditor opinion on ENA plant impairment adds a governance concern. The Nigeria subsidiary and merger scheme signal long-term expansion intent.