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Earnings Call

Allied Blenders & Distillers Earnings Call: Key Takeaways

Allied Blenders and Distillers delivered record FY26 performance with Revenue up 11.5% and highest ever EBITDA of ₹568 Cr. Strategy focuses on portfolio premiumization and aggressive backward integration.

Why this was an Alfa AlertNot a filter event. Financial results are consistent with the stated transformation roadmap without explicitly exceeding a prior guided upper range by over 5%.
Highlights
Revenue growth11.5% YoY for FY26; mid-teens growth targeted for FY28.
MarginsEBITDA margin up 163 bps to 14.4% in FY26.
Demand visibilityStrong P&A momentum; expansion to 36 countries drives export growth.
Management confidenceHigh; citing defining year with record profits and margin expansion.

Growth

FY26 Consolidated Revenue ₹3,949 Cr (+11.5% YoY), EBITDA ₹568 Cr (+25.8% YoY), and PAT ₹220 Cr (+13%).

Outlook

FY28 targets: ~18% EBITDA margin, revenue growth in mid-teens, and ROCE of 23-25%.

Risks

Policy-driven price changes in Maharashtra; medium-term inflationary trends and global geopolitical developments.

Source

Earnings Call filed with BSE, NSE: ABDL. Summary written with AI assistance from the document.

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Allied Blenders & Distillers Ltd: key numbers

Share price
₹715.05
Market cap
₹20,001 Cr
Revenue (annual)
₹3,923 Cr
Net profit (annual)
₹228.3 Cr
P/E (TTM)
90.5×Sector 29.0×
Promoter holding
80.91%+0.00% QoQ
FII holding
3.24%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Allied Blenders & Distillers Ltd

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17:36 IST BSE
Promoter Selling

Allied Blenders & Distillers Promoter Selling: ₹357.6 Cr

Promoter Bina Kishore Chhabria sold 55 lakh equity shares of Allied Blenders and Distillers Ltd worth ₹357.59 Crore via the open market.

Value
₹357.6 Cr
Promoter stake change
-1.97%
15:09 IST BSE
Promoter Selling

Allied Blenders & Distillers Promoter Selling

Promoter Bina Chhabria proposes to sell 55 lakh ABDL shares in open market by October 2026. The sale targets minimum public shareholding compliance.

Execution
September 23, 2026 to October 31, 2026
19:10 IST NSE
Other Announcement

Allied Blenders & Distillers Other Announcement

Allied Blenders and Distillers Limited received an ESG rating score of '62' (category 'Performer') from an external ESG Rating Provider, Niche Ninety Nine.

18:42 IST BSE
Regulatory Approval

Allied Blenders & Distillers Regulatory Approval

Allied Blenders and Distillers received a manufacturing license for malt spirits at its Rangapur facility, enabling in-house production and enhancing single-malt portfolio capabilities.

manufacturing capacity
4.4 million BL
18:37 IST BSE
Business Update

Allied Blenders & Distillers Business Update

Allied Blenders and Distillers received a licence to manufacture 4.4 million BL per annum of malt spirits in Telangana, enabling in-house production and premium portfolio expansion.

manufacturing capacity
4.4 million BL
17:14 IST BSE
Capacity Expansion

Allied Blenders & Distillers Capacity Expansion: ₹10 Cr Investment

Allied Blenders and Distillers Ltd will invest Rs.10 Crore for capacity expansion at its bottling and distillery facilities. This investment supports manufacturing footprint and long-term volume growth.

Value
₹10.00 Cr
Execution
Q3FY27 & Q3FY28