| 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
- ₹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
All →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%
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
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.
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
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
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