Tilaknagar Industries Limited

rs,

August 11, 2025 To, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai 400001 Scrip Code : 507205 To, National Stock Exchange of India Limited E

26.5%

Q1 FY26 marked our strong and consistent industry beating growth. We have delivered a YoY growth of 26.5% in volumes and 30.6% in net revenue. Adjusted for subsidy income of INR 38.6 crore, the net revenu

30.6%

rong and consistent industry beating growth. We have delivered a YoY growth of 26.5% in volumes and 30.6% in net revenue. Adjusted for subsidy income of INR 38.6 crore, the net revenue growth was still ro

INR 38.6 crore

elivered a YoY growth of 26.5% in volumes and 30.6% in net revenue. Adjusted for subsidy income of INR 38.6 crore, the net revenue growth was still robust at 20.5%. The Southern region has seen strong growth momen

20.5%

revenue. Adjusted for subsidy income of INR 38.6 crore, the net revenue growth was still robust at 20.5%. The Southern region has seen strong growth momentum in Q1 with market share improvement in each o

25.0%

et share improvement in each of the key markets. Our EBITDA (excluding subsidy income) has grown by 25.0%. Our acquisition of the Imperial Blue business division from Pernod Ricard India is subject to CC

INR 59 crore

sale under these brands. We would also like to announce that the Board has approved investment of INR 59 crore, including the license fees and interest payments of around INR 34 crore for expansion at Prag Dis

INR 34 crore

has approved investment of INR 59 crore, including the license fees and interest payments of around INR 34 crore for expansion at Prag Distillery, increasing the capacity from 6 lakh to 36 lakh cases p.a. ” Mr.

6 lakh

est payments of around INR 34 crore for expansion at Prag Distillery, increasing the capacity from 6 lakh to 36 lakh cases p.a. ” Mr. Amit Dahanukar Chairman & Managing Director Q1 FY26 Performance Ba

36 lakh

ts of around INR 34 crore for expansion at Prag Distillery, increasing the capacity from 6 lakh to 36 lakh cases p.a. ” Mr. Amit Dahanukar Chairman & Managing Director Q1 FY26 Performance Balance Sheet

32.1 lakh

ng Director Q1 FY26 Performance Balance Sheet Strength ▪ ▪ Volumes grew by 26.5% YoY, to reach 32.1 lakh cases ▪ Gross debt of INR 39.1 crore and Net cash position of INR 163.4 crore o Market share gai

INR 39.1 crore

Balance Sheet Strength ▪ ▪ Volumes grew by 26.5% YoY, to reach 32.1 lakh cases ▪ Gross debt of INR 39.1 crore and Net cash position of INR 163.4 crore o Market share gain in each of the key markets Net reven

“5 Q1 FY26 volumes growth at 26.5% YoY… Quarterly volumes (lacs cases) Highest-ever Q1 volume since FY15 32.1 25.1 25.4 17.7 13.5 11.1 6.0 Q1FY20 Q1FY21 Q1FY22 Q1FY23 Q1FY24 Q1FY25 Q1FY26 Tilaknagar Industries Ltd.”

“About the Company Largest brandy manufacturer in India, with a predominant Prestige & Above (“P&A”) portfolio 1933 21 15+ 91% 11.9mn 86% 90 years since incorporation & 50+ years of experience in alcobev manufacturing Manufacturing units across 10 states Owned: 4 units Contract manufacturing: 17 units * All data is for FY25; manufacturing units is as on date Tilaknagar Industries Ltd.”

Transaction perimeter

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Two distinct narratives

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Company

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Investor Relations Advisors

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Transaction perimeter

PAT margin adjusted for subsidy: 13.3%, with 44.5% YoY growth o o 16 units including 2 owned units TSMA with Pernod India and long-term CAB Supply Agreement with Chivas Brothers Tilaknagar Industries Ltd. 4 o o o Q1 FY26 Performance Highlights NSR* (₹ per case) Revenue (₹ crs) Quarter +1.0% 1,252 1,182 1,193 1,300 1,200 1,100 1,000 900 800 700 600 500 Previous Full Year -5.3% 1,282 1,214 1,400 1,300 1,200 1,100 1,000 900 800 700 600 500 Quarter +30.6% 409 313 440 390 340 290 240 190 140 90 40 1,500 1,400 1,300 1,200 1,100 1,000 900 800 700 600 500 Previous Full Year +2.9% 1,394 1,434 Q1 FY25 Q4 FY25 Q1 FY26 FY24 FY25 Q1 FY25 Q1 FY26 FY24 FY25 * Fall in NSR YoY due to price reduction in Andhra Pradesh EBITDA (₹ crs) & EBITDA Margin (%) PAT (₹ crs) & PAT Margin (%) Quarter Previous Full Year Quarter Previous Full Year Margin 16.0% 23.1% 13.3% 17.8% Margin 12.7% 21.4% 10.0% 15.8% +88.0% 94 50 100 90 80 70 60 50 40 30 20 10 0 300 250 200 150 100 50 +37.4% 255 185 +120.8% 89 100 90 80 70 60

Two distinct narratives

The Hero – moment: Product Integration ▪ Scenario 1: Daughter introducing her boyfriend to her father for ▪ The dialogue-driven moments the 1st time ▪ Scenario 2: New employee meeting & interacting with the company’s CEO for the 1st time ▪ (“Do you take it with ice or without it?” / “With Ice sir”) that deliver humor and relief Tilaknagar Industries Ltd. 23 Winning Awards with Distinction Awards(a) (a) From 2023 till Jun-25 Tilaknagar Industries Ltd. 24 Monarch and Mansion House – Honoured for Craftsmanship Event ▪ London Spirits Competition Brand Event ▪ World Drinks Awards Brand ▪ Monarch Legacy Edition Brandy ▪ Monarch Legacy Edition Brandy | Mansion House Brandy Awards Awards ▪ Bronze - Monarch Legacy Edition Brandy ▪ Speciality World's Best Brandy - Monarch Legacy Edition Brandy ▪ World Brandy Awards Gold - Monarch Legacy Edition Brandy ▪ Design Silver - Monarch Legacy Edition Brandy Tilaknagar Industries Ltd. 25 Monarch and Mansion House – Honoured for Craftsmanship Event ▪ ABBY

Company

Tilaknagar Industries Ltd. (BSE: 507205 | NSE: TI) Ameya Deshpande President – Strategy & Corporate Development Email: adeshpande@tilind.com

Investor Relations Advisors

CDR India Mr. Siddharth Rangnekar +91 97699 19966 Siddharth@cdr-india.com Siddharth@cdr-india.com Mr. Mitesh Jain +91 96194 44691 mitesh@cdr-india.com mitesh@cdr-india.com "Drink responsibly: The consumption of alcoholic beverages should always be approached responsibly and with awareness. Thank You