Allied Blenders and Distillers Limited has informed the Exchange about Transcript
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Allied Blenders and Distillers reported strong Q1 FY26 results with consolidated revenue of Rs. 930 crore, up 22.5% year-on-year, and EBITDA of Rs. 119 crore, up 56.4%. EBITDA margin expanded by 277 basis points to 12.8%, while profit after tax surged five-fold to Rs. 56 crore, marking the fourth consecutive quarter of profitable growth. The Premium and Above (P&A) category grew 46.9% in volume, lifting P&A share to 46.2% of volume and 55.8% of sales value, led by strong traction in ICONiQ White which sold 2.3 million cases in the quarter. Management guided for around 300 basis points of EBITDA margin expansion from Q4 FY27 through backward integration initiatives, with a medium-term aspiration of north of 15% EBITDA margins. Net debt fell to Rs. 754 crore from Rs. 766 crore, improving debt-to-EBITDA to 1.5x, while the Rs. 525 crore capex program, including a PET plant in Telangana and a single malt distillery, remains on schedule.
The combination of robust margin expansion, premiumization momentum, and a clear roadmap to higher profitability and lower leverage is positive for shareholders. Continued execution on backward integration and P&A growth should support steady earnings compounding, though the full margin benefit is back-ended to FY27.