ALFA Finder| Revenue growth | -49% YoY |
|---|---|
| Margins | EBITDA margin contracted 790 bps to 5.7% due to low volumes. |
| Demand visibility | Strong rebound seen in Karnataka and Odisha markets. |
| Management confidence | Confident in recovery post MP normalization and UP scale-up. |
Growth
Income: ₹268.8 cr (-49% YoY); EBITDA: ₹15.2 cr (-79% YoY); PAT: ₹1.6 cr (-96% YoY).
Outlook
UP facility (10mn cases) commenced production. Management expects MP normalization to catalyze broader recovery in FY2026-27.
Risks
Regulatory disruptions in MP, lower operating leverage, and higher raw material/packaging costs pressured margins significantly.
Last quarter's promises, checked
Partly delivered
- Guided UP plant start in June → Trial phase completed, production commenced (= PARTIAL)
Missed
- Guided FY27 Revenue ₹1400-1500cr → Q1 delivered ₹268.8cr (= MISS)
- Guided EBITDA margin ~10% → delivered 5.7% (= MISS)
- Guided Bhopal license resolution in weeks → license remains suspended (= MISS)
Investor Presentation filed with NSE, NSE: SDBL. Summary written with AI assistance from the document.
Som Distilleries & Breweries Ltd: key numbers
- Share price
- ₹75.06
- Market cap
- ₹1,561 Cr
- Revenue (annual)
- ₹1,229 Cr
- Net profit (annual)
- ₹9.38 Cr
- P/E (TTM)
- -49.8×Sector 29.0×
- Promoter holding
- 39.44%+0.00% QoQ
- FII holding
- 0.11%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 Board Meeting Date
Som Distilleries & Breweries Ltd has scheduled a board meeting for November 13, 2026. The board will consider and approve unaudited financial results for the quarter.
Som Distilleries & Breweries Bags New Order from Carlsberg India
Som Distilleries renewed its contract manufacturing agreement with Carlsberg India for three years at its Odisha facility. The consideration is not ascertainable as it depends on actual production volumes.
- From
- Carlsberg India
- Execution
- Three years, renewable further by mutual agreement
Som Distilleries & Breweries Production Started
Som Distilleries & Breweries has successfully commenced manufacturing operations at its Bhopal Plant. This follows the resolution of regulatory issues that had previously impacted the plant's production.
Som Distilleries & Breweries Regulatory Approval
Som Distilleries received manufacturing licences for its Bhopal plant from the Madhya Pradesh Excise Department, plus product label and rate approvals. Manufacturing and sales are expected to resume soon.
Som Distilleries & Breweries Legal & Regulatory
The Supreme Court reaffirmed the High Court order renewing Som Distilleries' manufacturing licenses, enabling the company to resume Bhopal plant operations and generate Madhya Pradesh sales.
Som Distilleries & Breweries Other Announcement
Som Distilleries & Breweries Ltd has submitted its quarterly shareholding pattern for the period ended September 30, 2026, as per regulatory requirements.