| 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
- ₹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