Allied Blenders and Distillers Limited has informed the Exchange about Investor Presentation
ABDL · price
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Awaiting price reaction for this filing.
Allied Blenders and Distillers (ABDL) filed its Q4FY25 and FY25 earnings investor presentation showing record financial performance. FY25 income from operations rose 6.2% YoY to ₹3,541 Cr, with EBITDA surging 81.7% to ₹451 Cr and EBITDA margin expanding 530 bps to 12.7%. PAT jumped from ₹2 Cr to ₹195 Cr. Q4FY25 was even stronger, with EBITDA up 141.5% YoY at ₹150 Cr and margins at 16.1%. The company completed its ₹1,500 Cr IPO in July 2024, used proceeds to cut high-cost debt, and improved net debt/equity from 1.8x to 0.5x. A 180% dividend (₹3.6/share) was recommended. Prestige & Above (P&A) volumes grew 32.7% YoY in Q4, and the company outlined a multi-year roadmap targeting P&A at ~50% of volumes and EBITDA margin of 15%+ over the next 2-3 years, supported by backward integration in ENA, malt, and PET.
Strong margin expansion, debt reduction, and clear multi-year growth roadmap should be positive for the stock. Backward integration projects (₹525 Cr investment) and premiumisation strategy support the margin guidance, though execution and regulatory approvals remain key risks to monitor.