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Earnings Call

Allied Blenders & Distillers Earnings Call: Key Takeaways

Allied Blenders reported record FY26 performance with ₹3,949cr revenue and ₹220cr PAT, driven by premiumization and backward integration. Management aims for mid-teens topline growth and EBITDA margin expansion to 18% by FY28.

Highlights
Revenue growthFY26 consolidated income grew 11.5% YoY.
MarginsEBITDA margin expanded 163bps to 14.4% in FY26.
Demand visibilityResilient consumer demand in P&A category; recovery trends in Telangana.
Management confidenceHigh; guided for mid-teens topline growth and 18% EBITDA margins.

Growth

FY26 revenue grew 11.5% YoY to ₹3,949cr; EBITDA rose 25.8% to ₹568cr; adjusted PAT grew 36.3% to ₹266cr.

Outlook

Raised FY28 EBITDA margin guidance to 18%; plans for new single malt and vodka launches; mid-teens revenue growth guided.

Risks

Inflation in glass bottles, fuel costs impacting distribution, and geopolitical disruptions affecting export markets.

Source

Earnings Call filed with NSE, 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