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Earnings Call

Som Distilleries & Breweries Earnings Call: Key Takeaways

FY26 was a tough year for Som Distilleries, with consolidated revenue down 14.8% and net profit plunging to ₹10.2 crore, primarily due to licensing disruptions at their Bhopal facility.

Highlights
Revenue growthRevenue declined 14.8% YoY to ₹1,233 crore due to disruptions.
MarginsMargins impacted by barley and glass inflation; targeting 10% EBITDA.
Demand visibilityRecovering demand in Karnataka following excise duty rationalization.
Management confidenceModerately confident, but reliant on government resolution for Bhopal license.

Growth

Beer volumes dropped 20% YoY, but IMFL grew 32% to 15.03 lakh cases, signaling a premiumization shift despite operational hurdles.

Outlook

Management guides ₹1,400-1,500 crore revenue for FY27 and 10% EBITDA margins once Bhopal resumes.

Risks

Bhopal license suspension remains a severe regulatory bottleneck; high inflationary pressure on glass and barley squeeze margins.

Source

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

Read the document ↗

Som Distilleries & Breweries Limited: key numbers

Share price
₹74.36
Market cap
₹1,546 Cr
Revenue (annual)
₹1,229 Cr
Net profit (annual)
₹9.38 Cr
P/E (TTM)
-49.3×Sector 29.0×
Promoter holding
39.44%+0.00% QoQ
FII holding
0.18%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Som Distilleries & Breweries Limited

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18:21 IST BSE
Legal & Regulatory

Som Distilleries & Breweries Legal & Regulatory

The High Court has ordered the renewal of the excise license for Som Distilleries' manufacturing unit, resolving a dispute regarding the unit's operational suspension.

16:26 IST NSE
Legal & Regulatory

Som Distilleries & Breweries Legal & Regulatory

The MP High Court quashed the order rejecting excise license renewals for Som Distilleries, awarding ₹0.01 Crore in costs. The company will resume Bhopal plant operations.

Value
₹0.01 Cr
16:30 IST BSE
Annual Report

Som Distilleries & Breweries Annual Report

Som Distilleries & Breweries Ltd submitted a revised Annual Report for FY 2025-26, incorporating changes previously issued in a corrigendum to the AGM notice.

15:54 IST BSE
Annual General Meeting

Som Distilleries & Breweries Annual General Meeting

Som Distilleries and Breweries Limited issued a revised notice for its 33rd AGM. The update includes a corrigendum regarding a Rs. 25 Crore preferential warrant issue to promoters.

Value
₹25.00 Cr
Execution
18 months
16:24 IST NSE
Annual General Meeting

Som Distilleries & Breweries Annual General Meeting

The company issued a corrigendum to its AGM notice, providing additional disclosures and corrections requested by stock exchanges regarding a proposed preferential warrant conversion.

15:14 IST BSE
Other Announcement

Som Distilleries & Breweries Other Announcement

SOM Distilleries dispatched letters to physical shareholders holding the FY2025-26 Annual Report and 33rd AGM web-link and QR code. This is a Reg 36(1)(b) communication to those without registered email addresses.