| Revenue growth | FY26 revenue declined 14.8% to ₹1,233 crores. |
|---|---|
| Margins | Margins impacted by input cost inflation; target 10% EBITDA for FY27. |
| Demand visibility | Improving trends in Karnataka following excise duty rationalization. |
| Management confidence | Confident in resolving Bhopal license issue and recovering market share. |
Growth
Beer volumes declined 20% to 187.19 lakh cases; however, IMFL volumes grew 32% to 15.03 lakh cases.
Outlook
Guidance for FY27 revenue of ₹1,400-1,500cr and ~10% EBITDA margin; UP brewery commissioning in June 2026.
Risks
Regulatory delays in license renewal at Bhopal; significant inflationary pressures on glass, aluminum, and barley.
Last quarter's promises, checked
Delivered
- UP Phase 1 completion by June 2026 → On track for June 2026 (= BEAT)
- Enter Andhra Pradesh market → Entry initiated with tender pending (= BEAT)
Partly delivered
- IMFL volume growth → grew 32% vs 46% momentum in Q3 (= PARTIAL)
Missed
- H2 Revenue target ₹800cr → delivered ~₹700cr (Q3 ₹254cr + Q4 ₹450cr est) (= MISS)
- FY26 Revenue target ₹1,500cr → delivered ₹1,233cr (= MISS)
- Q4 Sales target ₹450cr → delivered ~₹179cr (implied from FY total) (= MISS)
Earnings Call filed with BSE, NSE: SDBL. Summary written with AI assistance from the document.
Som Distilleries & Breweries Ltd: 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 Ltd
All →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.
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
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.
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
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.
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.