ALFA Finder| Management target | Revenue 7.5% FY27 |
|---|
| Revenue growth | 13% YoY for Q1 FY27 |
|---|---|
| Margins | EBITDA margin improved to 10% from 9% YoY |
| Demand visibility | Strong ethanol demand and 20% blending ratio |
| Management confidence | High on premiumization and UP market scale |
Growth
Revenue grew 13% YoY; EBITDA increased 33% to INR 795 Mn; PAT rose 49% to INR 276 Mn.
Outlook
Targeting 15-17% R&O margins; P&A segment nearing EBITDA breakeven; ethanol demand projected to grow 7.5% p.a.
Risks
Raw material feedstock pricing volatility and dependence on state excise policies like UP.
Last quarter's promises, checked
Delivered
- Guided 80-85% capacity utilization → delivered 80% (= BEAT)
- Guided INR 5-7/liter EBITDA for bulk → delivered INR 6.3/liter (= BEAT)
- Guided Delhi recovery to 90% of FY25 → delivered 90% (= BEAT)
Partly delivered
- Guided P&A segment growth 50% → delivered 45% (= PARTIAL)
Missed
- Guided 16-18% R&O sustainable margins → delivered 10% EBITDA margin (= MISS)
Earnings Call filed with NSE, NSE: GLOBUSSPR. Summary written with AI assistance from the document.
Globus Spirits Ltd: key numbers
- Share price
- ₹733.40
- Market cap
- ₹2,307 Cr
- Revenue (annual)
- ₹2,710 Cr
- Net profit (annual)
- ₹91.79 Cr
- P/E (TTM)
- 24.9×Sector 29.0×
- Promoter holding
- 46.74%-3.82% QoQ
- FII holding
- 13.58%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Globus Spirits Ltd
All →Globus Spirits Business Update
Globus Spirits received Canteen Stores Department approval to stock its DOAAB Single Malt Whisky. This opens access to all CSD outlets nationwide, expanding distribution reach.
Globus Spirits Promoter Buying: ₹4.28 Cr
Globus Spirits promoter group entity Rambagh Facility Services bought 60,600 shares via market purchase for about Rs.4.28 Crore. Promoter stake rose from 0.79% to 0.98%.
- Value
- ₹4.28 Cr
- Promoter stake change
- +0.19%
Globus Spirits Promoter Buying: ₹0.7 Cr
Promoter group entity Rambagh Facility Services LLP bought 10,071 shares via market purchase, worth Rs.0.70 Crore. Its stake rose from 0.76% to 0.79%.
- Value
- ₹0.70 Cr
- Promoter stake change
- +0.03%
Globus Spirits Earnings Call Transcript: Key Takeaways
Globus Spirits reported a strong 15% YoY revenue growth, driven by consumer business scaling while navigating transient grain and fuel cost pressures in the manufacturing segment.
Globus Spirits Other Announcement
Globus Spirits filed its QIP monitoring agency report for the quarter ended September 2026. The report confirms QIP proceeds were used as per placement document, with no deviations.
Globus Spirits Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 7,624 Mn (+15% YoY), PAT INR 149 Mn (-36%); H1 revenue INR 15,512 Mn (+14%), PAT INR 424 Mn (+1%). Premiumisation via Prestige & Above; UP scaling.