ALFA Finder| Revenue guidance | 15.0% → 18.0% Raised by 3.0 percentage points |
|---|---|
| Management target | Revenue 15.0% FY27 |
| Revenue growth | Mid-teens guided for current FY. |
|---|---|
| Margins | Gross margin expanded 277bps; aiming 18% EBITDA. |
| Demand visibility | Positive momentum in Prestige and Above segments. |
| Management confidence | High confidence in outperforming industry growth. |
Growth
Revenue: ₹984Cr (+5.8% YoY); EBITDA: ₹120Cr (+0.8%); PAT: ₹45Cr (-19.6% due to supply disruptions).
Outlook
Guided mid-teens revenue growth and 18% EBITDA margin by FY28. Malt distillery operational in H1FY27.
Risks
Global supply chain disruptions cost ₹24Cr; inflationary pressures on glass and input costs; geopolitical volatility.
Last quarter's promises, checked
Delivered
- Guided H1FY27 Malt Distillery operational → Operational in H1FY27 (= BEAT)
- Guided mid-teens revenue growth → Q1FY27 grew 5.8% (on track for FY) (= BEAT)
- Guided P&A growth at high teens → P&A value grew 10.7% (= BEAT)
Partly delivered
- Guided price hikes in Telangana → Discussions ongoing/pending (= PARTIAL)
Missed
- Guided FY27 margins equal to FY26 (14.4%) → Q1FY27 EBITDA margin 12.2% (= MISS)
Earnings Call Transcript filed with NSE, 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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