Allied Blenders and Distillers Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

ABDL · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-4.5%1-day move

₹552.50

prior close

₹538.00

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+0.7-0.3+1.3+2.6-4.5-3.8-3.5-2.8-2.8-1.9+2.3+13.5+11.9—

Up moveDown movePending

AI summary

ABD delivered record FY26 performance with Income from Operations of ₹3,949 Cr (up 11.5% YoY) and highest ever EBITDA of ₹568 Cr (up 25.8%). EBITDA margin expanded 163 bps to 14.4%, driven by 350 bps gross margin expansion to 45.6% thanks to favorable input costs and backward integration benefits. Q4FY26 saw EBITDA of ₹182 Cr with margin at 17.9% (up 179 bps YoY). ICONiQ White whisky crossed 10 million cases milestone in FY26, growing 87.8% YoY. P&A segment contributed 47.2% by volume, up from 40.4% in FY25. The company declared dividend of ₹5.4 per share (270%). Key capex projects include PET bottling unit (commissioned Sep-25), malt distillery (H1 FY27), and ENA distilleries in Telangana, Maharashtra, and Andhra Pradesh (total investment ~₹715 Cr).

Likely market impact

Strong margin expansion and premium portfolio growth signal successful execution of the transformation roadmap. With management guiding EBITDA margin to ~18% by FY28, the stock appears well-positioned for continued re-rating as backward integration benefits materialize and P&A mix deepens.