ALFA Finder| Management target | Revenue 15.0% FY28 |
|---|
| Revenue growth | 5.8% YoY in Q1FY27 |
|---|---|
| Margins | Gross margins expanded 277 bps YoY to 46.0% |
| Demand visibility | Strong momentum in Prestige & Above segment |
| Management confidence | High; focusing on transformation journey and premiumisation |
Growth
P&A segment volume grew 10.7% YoY. Overall volume up 6.2% to 9.0 Mn cases. PAT decreased 18.7% to ₹45 Cr.
Outlook
Targeting 14.4% to ~18% EBITDA margin and mid-teen revenue growth by FY28. ₹1,000 Cr+ capex program for backward integration.
Risks
Global supply chain disruptions caused ₹24 Cr impact. High planned investments in people and luxury portfolio moderated margins.
Last quarter's promises, checked
Delivered
- Guided mid-teens revenue growth → delivered 5.8% (MISS)
- Guided 14.4% FY26 EBITDA margin → delivered 14.4% (= BEAT)
- Guided P&A volume growth at high teens → delivered 10.7% (MISS)
Partly delivered
- Guided net debt to EBITDA below 2x → delivered 1.7x (= BEAT)
- Guided ₹100 Cr ABD Maestro revenue → delivered portfolio scale-up (PARTIAL)
Missed
- Guided FY27 margins equal to FY26 (14.4%) → delivered 12.2% (MISS)
- Guided mid-teens revenue growth → delivered 5.8% (MISS)
Investor Presentation filed with BSE, NSE: ABDL. Summary written with AI assistance from the document.
Allied Blenders & Distillers Ltd: key numbers
- Share price
- ₹743.50
- Market cap
- ₹20,796 Cr
- Revenue (annual)
- ₹3,923 Cr
- Net profit (annual)
- ₹228.3 Cr
- P/E (TTM)
- 91.1×Sector 29.0×
- Promoter holding
- 78.95%-1.96% QoQ
- FII holding
- 4.40%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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