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Earnings Call Transcript

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.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth15% YoY growth to ₹758 Cr in Q2 FY27.
MarginsManufacturing margins hit by grain costs; consumer segment nearing EBITDA break-even.
Demand visibilityStrong visibility in consumer segment; UP and Rajasthan leading growth.
Management confidenceBalanced; confident in consumer business scaling and manufacturing margin recovery.

Growth

Consumer segment revenue grew 54% YoY; manufacturing volumes reached 55.26 million liters with EBITDA/liter at ₹4.6.

Outlook

Management maintains annual manufacturing EBITDA guidance of ₹5-7 per liter despite current quarter headwinds.

Risks

High raw material inflation (broken rice and maize) and fuel cost volatility remain primary margin threats.

Source

Earnings Call Transcript filed with NSE, NSE: GLOBUSSPR. Summary written with AI assistance from the document.

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Globus Spirits Ltd: key numbers

Share price
₹678.90
Market cap
₹2,136 Cr
Revenue (annual)
₹2,710 Cr
Net profit (annual)
₹91.79 Cr
P/E (TTM)
21.2×Sector 22.8×
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.

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