Allied Blenders and Distillers Limited has informed the Exchange about Investor Presentation
ABDL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
ABD filed its Q2/H1FY26 investor presentation, reporting a strong all-round performance. Income from Operations grew 14.4% YoY to ₹995 Cr in Q2FY26 and 18.2% YoY to ₹1,925 Cr in H1FY26. EBITDA rose 23.6% YoY to ₹130 Cr in Q2 (margin up 98 bps to 13.1%) and 37.3% YoY to ₹249 Cr in H1FY26 (margin expanded 181 bps to 12.9%). PAT nearly doubled to ₹119 Cr in H1FY26, driven by 36.9% YoY growth in Prestige & Above (P&A) volumes, while Mass Premium volumes dipped 2.7%. Management reiterated its FY28 targets of ~17% EBITDA margin, ~45% gross margin, and 50% P&A volume share, supported by ₹300 bps gross margin expansion through backward integration (PET plant commissioned Sep-25, ENA and malt distilleries in pipeline). ROCE improved to 18.5% and the company received its second credit rating upgrade to 'IND A' (positive outlook) within 9 months.
Strong premiumization-led growth and reiterated FY28 margin targets (industry-best ~17% EBITDA margin) should be viewed positively by investors. Consistent execution on backward integration and a clear multi-year roadmap provide visibility on sustained margin expansion and shareholder value creation.