Jagatjit Industries Limited · BSE:JAGAJITIND
Jagatjit Industries — Shareholder Meeting (September 2025)
28 slides from Jagatjit Industries's shareholder meeting presentation, Sep 26, 2025
Slide 1: Intimation regarding corporate presentation
Jagatjit Industries Limited 4" Floor, Bhandari House 91, Nehru Place, New Delhi — 110019 Tel: +91 11 26432641 /42 Fax: +91 11 41618524 / 26441850 September 26, 2025 The BSE Limited, Department of Corporate Services, Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Mumbai- 400 001 Scrip Code No. 507155
Slide 2: Jagatjit Industries Limited | Corporate Presentation
Jagatjit Industries Limited | Corporate Presentation
Slide 3: Disclaimer (1/2)
Disclaimer (1/2) This presentation and the accompanying slides have been prepared by and are the sole responsibility of Jagatjit Industries Limited (“Company”). This presentation contains selected information about the activities of the Company (on a consolidated basis) as at the date of this presen
Slide 4: Disclaimer (2/2)
Disclaimer (2/2) As a result, the Company expressly disclaims any obligation or undertaking to release any update or revisions to any forward-looking statements in this presentation as a result of any change in expectations or any change in events, conditions, assumptions or circumstances on which t
Slide 5: Table of contents
Table of contents Section 1 Company Overview 5 Section 2 Industry Overview 14 Section 3 Key Strategies 18 Section 4 Consolidated financial statements 21 4
Slide 6: Company Overview
Company Overview
Slide 7: Jagatjit Industries | Heritage of more than eight decades
Jagatjit Industries | Heritage of more than eight decades JIL is one of the Pan India brands in the Indian alcobev industry with a diversified product portfolio Business overview Overview of business segments ▪ Diversified business model with presence across the IMFL, IMFL Ethanol Country Liquor, Et
Slide 8: Key milestones
Key milestones The Company was incorporated in 1944 and has 2017 Transitioned from company led operations to 1944 been promoted by Maharaja Jagatjit Singh since its franchise led operations in few states early years Launch of flagship brand Aristocrat Premium 2020 Registered Damn Good Scotch (KH-VII
Slide 9: Comprehensive product portfolio - IMFL
Comprehensive product portfolio - IMFL Whisky Brandy Vodka Rum Single malt Luxury (Upcoming) Damn Good Scotch Royal (Go to market) & Medallion Premium Royal Pride (Product (Go to market) launch stage) AC Black & AC Royale IICE Vodka (Product (General Prestige AC Premium launch stage) availability) A
Slide 10: Sound manufacturing capabilities
Sound manufacturing capabilities Unit – 1: IMFL Products IMFL Brands AC Black, Aristocrat Key Brands Premium Punjab Unit – 2: Country Liquor Products Country Liquor Brands Key Brands Landlord Rum & Raspberry Unit – 3: Malt Extract Products Malt Extract Rajasthan Distillery Plant Products High qualit
Slide 11: Established Pan India market presence
Established Pan India market presence Market presence J&K ▪ Established a pan-India presence through the franchise model PJ ▪ Company-owned operations in Rajasthan, Punjab and DL Andaman & Nicobar Islands RJ AM ▪ Franchise operations currently span 9 states including MG Delhi, Assam, AP, Telangana e
Slide 12: Key Personnel
Key Personnel Directors Ms. Asha Saxena Ms. Roshni S. Jaiswal Mr. Ravi Manchanda Non-Executive and Non- Promoter & ED Manging Director Independent Director Mr. Nagendra Kumar Chauhan Ms. Vidhi Goel Ms. Sushma Sagar Independent Director Independent Director Independent Director KMPs & SMPs Mr. Roopes
Slide 13: Key awards & recognition
Key awards & recognition King Henry VIII (Damn Good Scotch) & AC Ms. Roshini Sanah Jaiswal has been Black have won The Ambrosia Awards in honoured as the “Family Entrepreneur of the Product category the Year at The ET Entrepreneur Awards 2024” IICE Vodka wins Gold at Monde Selection Quality Institut
Slide 14: Shareholding pattern
Shareholding pattern 0.01% 0.03% 12.63% Promoters (Incl GDR) Public FIIs DIIs 87.33% As on 30th June 2025 ▪ Regular equity shares – each share having 1 voting right (1,31,45,365 shares held by promoters) ▪ Special series equity shares – each share has a differential voting rights of 20 per share (25
Slide 15: Industry Overview
Industry Overview
Slide 16: Indian alcobev industry landscape across categories
Indian alcobev industry landscape across categories Indian Alcobev Industry 1,205 Mn Cases * Spirits Beers Wine and RTD* 788 Mn Cases 407 Mn Cases 10 Mn Cases IMFL CL 433 Mn Cases 355 Mn Cases Brown Spirits White Spirits (96.1%) (3.9%) Whisky Vodka (63.5%) (3.5%) Price Range (₹) Rum Gin, Tequila Pop
Slide 17: Favorable tailwinds for the Indian alcobev industry
Favorable tailwinds for the Indian alcobev industry Growing Alcohol Consuming Population… …with rising discretionary spends… …to drive per capita alcohol consumption 730 Mn 15-20 Mn Indians $ 1,088 Bn $ 1,772 Bn 10.82 9.96 9.92 are added to the 9.24 alcohol drinking Need-based retail CAGR: 9.01% pop
Slide 18: Alcobev industry trends
Alcobev industry trends Expected to grow at a 10%+ CAGR More than a billion cases in size Dominated by distilled spirits 2019-25 CAGR: 8.20% 2019-25 CAGR: 2.95% 2025-30 CAGR: 10.30% 2025-30 CAGR: 3.98% 5,798.10 1,465 83.0% 82.0% 81.5% 79.0% 1,157 1,205 70.0% 1,012 66.0% 65.5% 64.0% 3,255.24 3,551.47
Slide 19: Key strategies
Key strategies
Slide 20: Key business strategies (1/2)
Key business strategies (1/2) 1 2 Transitioning from a predominantly franchise-led model to Expanding IMFL presence and strategic re-entry in high a company-owned distribution model for the IMFL consumption states business ▪ As per Technopak, in Fiscal 2025 IMFL dominates the We intend to gradually
Slide 21: Key business strategies (2/2)
Key business strategies (2/2) Continuing premiumization through launch of single malt brand and a premium brandy brand i.e. Royal Medallion ▪ As per Technopak, players with a premium portfolio can secure higher margins, tap into a growing base of affluent consumers, capture value growth even with mo
Slide 22: Consolidated financial statements
Consolidated financial statements
Slide 23: Consolidated statement of profit & loss
Consolidated statement of profit & loss All amounts in rupees millions, unless otherwise stated Particulars FY23 FY24 FY25 Revenue from operations 5,820.19 7,081.62 6,422.49 Other income 417.43 261.59 280.95 Total income 6,237.62 7,343.21 6,703.43 Cost of material consumed 2,830.99 3,377.51 3,186.91
Slide 24: Consolidated balance sheet (1/2)
Consolidated balance sheet (1/2) All amounts in rupees millions, unless otherwise stated Particulars FY23 FY24 FY25 Non-current assets Property, plant and equipment 3,575.36 3,612.43 3,628.16 Capital work-in-progress 1,907.67 75.78 7.42 Right-of-use assets - - 1.48 Investment properties 161.68 166.3
Slide 25: Consolidated balance sheet (2/2)
Consolidated balance sheet (2/2) All amounts in rupees millions, unless otherwise stated Particulars FY23 FY24 FY25 Equity and Liabilities Equity share capital 467.83 466.64 463.15 Other equity 69.75 294.56 188.97 Non-controlling interest -0.40 -0.40 -0.40 Total equity 537.17 760.79 651.71 Non-curre
Slide 26: Consolidated cash flow statement (1/2)
Consolidated cash flow statement (1/2) All amounts in rupees millions, unless otherwise stated Particulars FY23 FY24 FY25 Net Profit /(loss) for the year after tax 73.20 75.92 -234.55 Rent from investment properties -131.20 -102.10 -122.60 Employee Stock option expenses 40.71 15.06 9.00 Depreciation
Slide 27: Consolidated cash flow statement (2/2)
Consolidated cash flow statement (2/2) All amounts in rupees millions, unless otherwise stated Particulars FY23 FY24 FY25 Purchase of property, plant and equipment including capital work-in- -38.01 -553.97 -1,500.50 progress and capital advances Advance against assets held for sale - 72.41 43.60 Pur
Slide 28: Thank You
Thank You
Jagatjit Industries — Shareholder Meeting (September 2025) on 6ix