Allied Blenders and Distillers Limited has informed the Exchange about Transcript
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Allied Blenders and Distillers reported record FY26 performance with consolidated income of Rs 3,949 crore (up 11.5%) and highest-ever EBITDA of Rs 568 crore (margin expanded 163 bps to 14.4%). PAT stood at Rs 220 crore (adjusted Rs 266 crore, up 36.3%). Q4 also delivered strong results with Rs 1,020 crore income and 17.9% EBITDA margin. ICONiQ White crossed 10.7 million cases and remains a key growth driver. Premium & Above segment now contributes 57.3% of value. Management guided mid-teens consolidated revenue growth for FY27 and expects EBITDA margin to hold at FY26 levels, with 300 bps gross margin expansion by FY28 from backward integration projects. New leadership under MD-designate Amar Sinha outlined a 3-year plan targeting gross margins of 48-50% and EBITDA margins above 20%. ABD Maestro aims to reach Rs 100 crore revenue in FY27.
Strong execution and premiumization drive continue to lift profitability, but near-term margin pressure from geopolitical inflation and ESOP costs will be offset by backward integration benefits, UK FTA gains, and Telangana price hikes in H2. The stock benefits from clear multi-year margin and growth guidance.